Document
Client
Job Description
Line Items
DescriptionQtyUnit $
Subtotal$0.00
Tax$0.00
TOTAL$0.00
Payment & NotesEdit in Settings
Bank details from Settings will appear here
Your Business Name
QUOTE
Pending Approval
Prepared for
Client Name
Prepared by
Your Business
| Description | Qty | Unit Price | Total |
|---|---|---|---|
| Add line items on the left | |||
Subtotal$0.00
Tax$0.00
TOTAL$0.00
Filter:
| No. ↕ | Client ↕ | Description ↕ | Status ↕ | Date ↕ | Due ↕ | Total ↕ | Paid ↕ | |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Dashboard
Pipeline
Monthly Revenue (collected)
Overdue
Recent Activity
Aged Receivables
All unpaid invoices — as of today
Payment Log
Clients
Settings
⚡ Trial — settings reset on page reload. Upgrade to save.
💾 Backup & Restore
Export all your settings, clients, jobs and logo to a single file. Import any time to restore or move to another device.
📁 Saves to your Downloads folder. Email it or save to cloud to transfer between devices.
Logo
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PNG, JPG or SVG · Auto-compressed
Your Business
Document Numbering
Q-001 converts to INV-001 when you change the type.
Tax
Payment Details
Invoice Colours
Choose a colour scheme for your quotes and invoices.
Defaults
Saved Clients
👥
No clients saved yet.Danger Zone
Permanently delete data. Cannot be undone.
FieldKit Essentials · v1.0 · By Tallybox
Help
By Tallybox
📄 Day-to-Day Flow
1
Create a Quote
Fill in the form on New Quote / Invoice. The preview updates live as you type. Hit 💾 Save to Jobs and it appears instantly in All Jobs as a Draft.
2
Send it to your client
Open the job and hit ↓ Save PDF to download it. Then click the Sent pill in the Status row to mark it sent.
3
Client approves
Click the Approved pill once they've confirmed. If they've paid a deposit to lock in the job, you can record that now too — see the Deposits section below.
4
Do the work, then convert to invoice
Once the job's done, open the quote and hit → Convert to Invoice. This opens a pre-filled invoice form — same client, same line items, today's date, a fresh due date, and the invoice number automatically matched to the quote (Q-001 → INV-001). Review it, adjust anything that changed on-site, then hit 💾 Save to Jobs. The quote stays in All Jobs as a permanent record, now marked ✓ Already Converted.
5
Record payment
Open the invoice in All Jobs and use the Record Payment section — enter the amount, method, and date (you can backdate it if needed). Status flips to Paid automatically once the full balance is covered.
💰 Taking Deposits on Quotes
If a client pays something upfront to confirm a job — before it's even invoiced — you can record that directly on the quote.
•
Open the quote and use the Record Deposit section — it works just like Record Payment, but lives on the quote.
•
A quote can never show as fully "Paid" — that status is reserved for invoices. If a deposit covers the full quoted amount, you'll see a 💰 Pre-Paid badge next to the status instead.
•
When you convert the quote to an invoice, the deposit moves with it automatically. The new invoice opens already showing the deposit as paid, with a note like "Includes $50.00 deposit from Q-001". The quote's own copy of that payment gets struck through with a "→ transferred" label, so it's never counted twice.
•
If a deposit would push the total above the quoted amount, you'll get a confirmation prompt before it's recorded — useful if a customer genuinely wants to prepay in full, but a safety check against accidental over-entry.
📊 Quote & Invoice Stages
Quote stages
DraftCreated but not yet sent to the client.
SentQuote sent, awaiting client response.
ApprovedClient approved — work underway. Use Convert to Invoice once work is done.
The → Convert to Invoice button only appears once a quote is Sent or Approved — not on Drafts, since you can't invoice for a quote the client hasn't seen yet.
Invoice stages
InvoicedWork done, invoice sent, awaiting payment.
PaidPayment received in full. Job complete. 🎉
OverdueDue date passed without full payment. Updates automatically when you open the app or save a job.
📈 Reading the Dashboard
The top four numbers (Total Jobs, Revenue, Collected, Outstanding) only count invoices — quotes aren't included, so a quote that's been converted to an invoice is never counted twice.
The Pipeline chart further down shows everything — quotes and invoices together — across all 6 stages, so you can see where work is sitting in the full process.
The Clients table also only counts invoices — a client with quotes out but nothing invoiced yet won't appear there until their first invoice is saved.
💾 Backup & Restore
All data is stored in your browser's local storage — it stays on your device. Use Settings → Export Backup regularly to save a copy to your Downloads folder. If you clear your browser data, you'll need your backup file to restore.
Made by Tallybox · Questions? Find us on Etsy
FieldKit Essentials v1.0 · 2026