Your business on every document
Add your company details, logo and payment instructions to quotations and invoices.
For small service businesses
From quotation to invoice, keep the work in view.
Customers, quotations, jobs and invoices belong to the same story. JobTally keeps them connected, so your team can see what needs attention next.
A guided product preview by Manra Consultants.
ONE CONNECTED WORKFLOW
Customer → Quotation → Job → Invoice
Record payments received outside JobTally against an issued invoice.
The daily picture
Know what needs your attention.
When customer details, quotations and job notes live in different places, even a simple update can take time to piece together.
- 01 Which quotation needs a follow-up?
- 02 Who is handling the job?
- 03 Which invoice still has money outstanding?
JobTally gives each question a place to start.
The product film
See one job from quote to paid.
Follow a fictional service job through its quotation, team work and invoice. The final payment is received by the business and recorded manually in JobTally.
How it works
One piece of work.
Four connected steps.
Follow the work from the first customer conversation to the invoice, without losing the details agreed along the way.
- 01
Customer
Keep contact details, past quotations, jobs and invoices together in one customer history.
- 02
Quotation
Prepare clear line items and terms, share a branded PDF and track the response or a later revision.
- 03
Job
Turn an accepted quotation into a job, assign a team member and keep progress notes and private attachments with the work.
- 04
Invoice
Create the invoice from the agreed work, see what remains outstanding and manually record payments received.
What it includes
The details stay with the work.
A practical workspace for a small team, built around the same customer and job records.
A place for your team
Assign work to team members and give owners, administrators and staff the access that fits their responsibilities.
Notes and files alongside the job
Keep job updates and private photo or PDF attachments with the relevant work, rather than searching through separate threads.
A clearer view of what is outstanding
Review issued invoices, manually recorded receipts and reports on outstanding amounts.
A clear boundary
Record the payment.
Receive it your usual way.
JobTally lets you note payments your business has received against issued invoices. It does not collect, transfer or verify money. Customers pay your business outside JobTally.
See it with your own workflow
Start with one real question from your day.
Tell us how your business currently moves from a quotation to a completed job and invoice. We’ll walk through the relevant JobTally steps using fictional demonstration records.
Request a guided demoPractical questions
A few things to know.
Who is JobTally for?
Small service businesses that manage customer quotations, jobs and invoices through a straightforward, connected workflow.
Does JobTally take payments?
No. Your business receives payments through its usual channels. JobTally lets an authorised team member manually record what was received against an issued invoice; it does not move or verify money.
Can we use our logo on documents?
Yes. You can add business details and a logo to the quotations and invoices you prepare.
Can our team work in the same workspace?
Yes. JobTally supports team members with different responsibilities and access.
Can we sign up and start today?
JobTally is currently available as a guided product preview. We’ll discuss availability and the preparation needed before any customer rollout.
JobTally by Manra Consultants
Keep the work moving.
Keep the record clear.
See how your customer, quotation, job and invoice can fit together.
Request a guided demo