What can we do?

Job logging

Log a job from the van in seconds, not at the kitchen table that evening.

• Quick-log time, materials and expenses against a client.
• Hourly, daily or fixed-price work, using each client's own rates.
• Record business mileage alongside the work, without adding it to the invoice unless you choose to.
• Attach photos, PDFs and other files to a job, and record a voice note instead of typing.
• Attachments are private to your business and lock once the entry is invoiced.
• Search and filter the logbook; edit or delete anything not yet invoiced.
• Every entry is marked unbilled, invoiced or void, so you always know what's still to charge for.

Signatures & sign-off

Get a clear yes from the customer, with a record of exactly what they agreed to.

• Customers accept a quote or estimate from a private link: review, type a name, optionally sign with a finger or mouse, confirm. No account needed.
• Hand your phone or tablet to the customer to sign off finished work. Optional, never required.
• Each acceptance saves the exact document or job as it was shown, the name, the time and how they accepted. Later edits never change it.
• Changing an accepted quote means issuing a new revision that needs accepting again.
• Signed quotes show the acceptance record on the PDF. Signed jobs can't be deleted.
• A record of agreement, not a promise of legal enforceability.

Talk to Invok

Say what you did and let Invok turn it into a logged job.

• Speak naturally about the work you've done — or type it if you'd rather not use the microphone.
• Invok pulls out the client, hours, materials and price for you to check.
• Review and confirm before anything is saved.

Client tracking

Everyone you work for, with what they owe, in one place.

• Contact details, notes and a full history of their jobs and invoices.
• Per-client pricing: hourly, daily or fixed.
• See each client's balance and what's unbilled at a glance.
• Create tags to group clients and find the right jobs faster.
• Archive clients you no longer work with without losing their history.

Invoices

Turn logged work into a professional invoice in two clicks.

• Built automatically from your unbilled jobs, with hourly, fixed and expense lines.
• VAT toggle, discounts and sequential invoice numbering.
• Bulk invoicing: invoice several clients in one go, then tick exactly which drafts to send and confirm the count, total and recipients first.
• Email the invoice straight to the client, or download a PDF.
• Tracks every invoice from draft to sent, viewed, paid or overdue.
• Invok flags anything that looks off before you send, and won't send an invoice whose lines, VAT or total don't add up.
• Apply an earlier deposit to settle an invoice while keeping the original invoice total intact.

Quotes and estimates

Agree the scope and price before you begin work.

• Create branded quotes or estimates with line items, VAT, discounts, notes and terms.
• Send a private client link for viewing, PDF download and an explicit accept-or-decline response.
• Keep an immutable response receipt and revision history for every published document.
• Turn accepted work into a scheduled job, then create a real invoice only when you are ready to bill.

Deposit requests

Take an advance payment without changing the agreed invoice price.

• Request a deposit from a client by private link, card payment or manual receipt.
• Track money received, applied to an invoice and still held separately.
• Apply a deposit to the final invoice exactly once, with VAT and cash reporting kept in step.

Credit notes

Correct an issued invoice while keeping the original document and payment history intact.

• Separate, sequentially numbered notes will support partial and full corrections, including VAT and discounts.
• They will reduce the amount due without pretending a payment or refund occurred.
• They will appear alongside the source invoice, client balance, PDFs and reporting.

Coming soon — this workflow is currently being built and is not yet available in Invok.

Client invoice page

Your client gets a clean link to view and pay, no login needed.

• A private, shareable page for each invoice, created only when you send it. Drafts have no link, and voiding an invoice switches its link off.
• You're told when the client has viewed it.
• Download as PDF from the same page.

Getting paid

Card payments straight to your bank, plus manual tracking for everything else.

• Clients can pay by card from the invoice page; the money goes to your own bank account.
• Record bank transfers and cash by hand, including part-payments.
• Every payment feeds the same paid and outstanding totals.
• Full payment history on each invoice.
• Customer overpayments stay clearly labelled as credit rather than becoming a negative invoice balance.

Reminders and notifications

Know when something needs your attention, without checking.

• Alerts when an invoice is viewed or paid.
• Due-soon and overdue reminders, with overdue invoices marked automatically.
• A notifications bell inside the app.

Payment reminders for your clients

Chase late invoices politely, without doing it by hand.

• Optional automatic emails to your client before an invoice is due and as it runs late, in your business name with a link to pay.
• Choose which reminders go out, or pause them for a single invoice.
• Send a reminder yourself from any open invoice, after a clear confirmation.
• Stops the moment an invoice is paid or voided, and never emails the same reminder twice.
• See when the last reminder was sent, and everything that has gone out, on the invoice.

Dashboard

Open the app and see how the business is doing.

• Live revenue, outstanding and active-client figures.
• Quick-log card to record a job straight away.
• A recent activity feed that updates by itself.
• A setup checklist to get you going.

Analytics

See where the money comes from.

• Revenue over time, with a date range filter.
• Invoices broken down by status.
• Your top clients by revenue.
• Cash received, deposit advances and invoice settlement are kept distinct.

Tax estimates

A running estimate of what you owe, from your own numbers.

• Sole traders: Income Tax and Class 4 National Insurance.
• Limited companies: Corporation Tax.
• Based on your real income and expenses for the tax year, with the last three years to look back on.
• It's an estimate to help you plan, not tax advice.

AI assistant

Ask for things in plain English and have them done.

• Look up clients, unbilled work, invoices and balances.
• Add clients, log jobs, record payments and send invoices by asking.
• Anything that sends or can't be undone asks you to confirm first.
• Rename it and choose its personality.

Growth and Enterprise plans.

Import from a spreadsheet

Bring your clients and past work with you instead of retyping.

• Upload a spreadsheet or export from another tool.
• Invok matches your columns to its fields; you review before importing.
• Free accounts add their first client by hand instead.

Paid plans.

Your branding

Invoices that look like yours.

• Upload your logo and set your business details.
• Choose an accent colour and add your bank details.
• Essential plans can upload their own invoice PDF template.
• Light and dark themes.

Accent colour and bank details need Growth; Essential can upload a PDF template.

Teams

Bring in the people you work with.

• Invite teammates by email.
• Manage who has access.
• Everyone works from the same clients, jobs and invoices.

Growth plan with the Team option (extra seats are charged per person), or an Enterprise quote with seats.

Referrals

Give £10, get £10.

• Share your referral code with another tradesperson.
• You both get £10 when they join.

Your data, protected

Your business is yours alone.

• Every account's data is isolated at the database level.
• Password reset and change from settings.