Finally, the paperless office, in your hand
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 馃槈
Your customer signs off each document digitally before the next, so by the time the invoice arrives there's nothing left to argue about.
Quote
Your customer accepts your price and terms online.
Emailed 路 accepted online
Order
Any change is signed off digitally before the extra work.
Changes approved online
Job complete
You tell them it's finished, with dated photos.
Emailed with photos
Signed off
They confirm the work is done, or say what isn't.
Signed off online
Invoice
It matches what they signed off, and iBoss chases it.
Emailed 路 chased for you
Paid
with digital proof at every step, and no paper
From the first enquiry to the company's filings, iBoss keeps each part of the business moving and tells you when something needs you.
Manage the lead
Every business gets a one-page website, built to be found on Google and by AI assistants like ChatGPT. Customers ask for a quote there, describe the job and add photos. It arrives in iBoss as a new job, and iBoss nudges you if nobody has replied.
Manage the customer
Each customer gets a private page with their documents and a message thread. Every email, message and phone call is logged with the date and time, so you never have to dig through your texts to find out what was said.
Manage the job
The customer accepts your quote online, and iBoss records their name, the time and exactly what they saw. Changes are signed off digitally before you do the extra work, and the finished job is signed off with dated photos. By the time the invoice arrives, they've already signed off everything on it.
Manage the money
Reminders go out before the due date, on the day, and after it's missed. For business customers, iBoss can add the statutory late-payment interest and compensation the law allows.
Manage the business
Book appointments and send customers calendar invites. Keep an A鈥揨 of contacts. Everything else is filed in your Directors' Board Manual, laid out like a proper company's.
Manage the company
Answer a few questions when you set up, and every filing and tax deadline goes into your diary. You get warnings 30, 14 and 3 days before each one.
If a customer tries to pull a fast one
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:
Pre-Action Protocol letters and Money Claim Online both depend on exactly this kind of record.
A bigger company shares the work between four directors. Running it yourself, you wear all four hats, usually in the same afternoon. Your Directors' Board Manual gives each hat its own tabs, tells you what needs doing, and warns you before something is missed.
Hat 1
Where is the business going, and is it all legal?
Diary & contacts 路 Key numbers 路 Plan & goals 路 Systems & playbooks 路 Legal & shareholders
Hat 2
Is more money coming in than going out, and is the tax paid on time?
Cashflow 路 Getting paid 路 Paying bills 路 Books & HMRC 路 Company secretary
Hat 3
Where is the next customer coming from, and are they happy?
Customers 路 Customer care 路 Marketing & website 路 Products & prices 路 Sales training
Hat 4
Is the work getting done properly, and on time?
Jobs in progress 路 Orders & delivery 路 Stock 路 Assets & premises 路 People & rota