iBossFrom quote to paid, in your hand

Finally! – the paperless office,
in your hand!

Paperwork Headaches? Not a Problem!

Run Your Business On Your Phone.

Good at what you do, not so good at running a business? Help is literally at hand. iBoss is a complete business system you can hold in your hand: easy to use, yet powerful.

Manage the lead. Manage the customer. Manage the job. Manage the business. Manage the company. All from your phone or laptop.

Bringing work in

Your own micro website, with a quote wizard included. Customers answer the questions your trade needs, add photos of the job, and their request lands in iBoss as a potential new job.

Going out

Every document is digital. Quotes, contracts, sign-offs, invoices and reminders go by email, and customers sign them off digitally.

Coming in

Scan mail with your phone. iBoss saves it, so you can put it in the recycling 😉

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A builder in a hi-vis vest holds a tax letter in one hand and photographs it with the phone in the other. iBoss files it and puts the deadline in the diary. HMRC Payment due 31 January HMRC Payment due 31 Jan Filed: HMRC Diary: 31 Jan

Four jobs. One of you.

Board Manual

Every business, sole trader or limited company, has four key jobs: leadership, finance, sales and operations. When you start on your own, you do all four, often in the same afternoon, until you can afford to hire people to take them on. Your iBoss Board Manual gives each job its own place, tells you what needs doing and when, and warns you before something is missed. No need to reinvent the wheel.

Answer a few questions when you sign up, and iBoss sets out your Board Manual for your kind of business.

A place for everything, and everything in the right place!

Scan your paperwork into the Board Manual with your phone, then file the paper copy in a lever arch file with an A–Z index that matches the digital one. Your paper file is a back-up that doesn't need a phone, a battery or the internet.

A B C D E F G HI JK L M N O PQ R S T UV W XYZ Pipe Dream Plumbing BOARD MANUAL · A–Z INDEX A Diary & contacts B Key numbers C Plan & goals D Systems & playbooks E Legal & shareholders F Cashflow G Getting paid HI Paying bills JK Books & HMRC L Company secretary M Customers N Customer care O Marketing & website PQ Products & prices R Sales training S Jobs in progress T Orders & delivery UV Stock W Assets & premises XYZ People & rota
Your A–Z index at the front of the file, with an A–Z divider set behind it.

Included with iBoss

Your own micro website, with a quote wizard built in

No web designer, no page builder, and no separate hosting to pay for. Answer a few questions and iBoss builds your website. When a customer asks for a quote, it lands in iBoss as a potential new job, populating a draft quote ready for editing and pricing. Send it, and it starts the job pack: quote, order confirmation, job completion, sign-off and invoice.

  • Your instant web address: pipe-dream-plumbing.iboss.co.uk
  • A quote wizard that asks the right questions for your trade, so you're not ringing back for details
  • Customers send photos of the job, so you can price it before you visit
  • One-tap buttons to call, text or WhatsApp you
  • A nudge from iBoss if an enquiry hasn't had a reply, so leads don't go cold
  • The business address and privacy notice the law requires, built in
The demo plumber's website on a phone: headline, Get a quote, Send a message and Call buttons, and a list of services.
The demo plumber's quote wizard on a phone: what do you need, is it an emergency, do you own the property.
Your website, and its quote wizard. Pipe Dream Plumbing is a demo business.

The Job Pack – a document pack for every job

Your customer signs off each document digitally before the next, so by the time the invoice arrives there's nothing left to argue about. If the customer won't pay, you have the evidence to prove the debt in court.

Every document is saved automatically in the job's folder, inside the customer's folder in your Board Manual. No filing to do, and nothing gets lost.

M Customers Mrs Patel JOB-0007 Kitchen tap

  1. 1

    Quote

    Your customer accepts your price and terms online.

    Emailed · accepted online

  2. 2

    Order

    Any change is signed off digitally before the extra work.

    Changes approved online

  3. 3

    Job complete

    You tell them it's finished, with dated photos.

    Emailed with photos

  4. 4

    Signed off

    They confirm the work is done, or say what isn't.

    Signed off online

  5. 5

    Invoice

    It matches what they signed off, and iBoss chases it.

    Emailed · chased for you

  6. Paid

    with digital proof at every step, and no paper

If a customer tries to pull a fast one

You have the evidence.

Most bad debts start with "I never agreed that price", "I didn't ask for that extra work" or "it was never finished properly". With iBoss, each of those excuses is covered by a digital sign-off that gives you the evidence to prove your debt, in court if necessary.

For any job, one tap produces an evidence pack with:

  • who accepted what, and when
  • every message and email, in full
  • a timeline of the whole job
  • a fingerprint of every document, proving it hasn't been changed since

Pre-Action Protocol letters and Money Claim Online both depend on exactly this kind of record.

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