Estimates the client approves online
Build estimates line by line. The client opens a link, reads it and approves it online. Nothing to print or post.
/ Jobs
Your client approves the estimate online. Stages, variations, invoices, CIS and RAMS all hang off that one job, so Sunday nights go back to being yours.
/ The problem
The estimate is in Word, the variations are in a text thread and the stage invoices are in a spreadsheet. Every month you rebuild the CIS figures from scratch. Then the client asks what was agreed about the extra socket, and nobody can find it.
/ How it works
Build estimates line by line. The client opens a link, reads it and approves it online. Nothing to print or post.
A form on your site collects the job details. Each request becomes a draft estimate, ready for you to price.
Each job has its own page with dates, progress and changes. The client checks it instead of ringing you.
Invoice by stage, then a final invoice, then the retention when it falls due. Variations are priced and agreed on the job, so the extra socket is in writing. Take a deposit up front if you want one.
Log timesheets and subcontractor costs against each job and see what it's really making. CIS deductions are worked out for subcontractors you pay. Myobos prepares the monthly CIS return and statements.
Invoices to contractors who pay you show the CIS deduction, with domestic reverse charge VAT wording where it applies. RAMS are versioned, and your team reads and signs them in their portal.
A clear estimate they can approve from their phone. Then a job page showing dates, progress and agreed changes, and invoices with a pay link.
Every job with its estimate, stages, variations, costs and invoices together. The notification bell tells you when an estimate is approved or an invoice is paid.
/ Trades that use it most
Builders, extension and renovation firms, and trades such as electricians, plumbers, roofers and joiners. Your admin talks about tradespeople, customers, visits and the yard.
/ Try it in the demo
Open an estimate at Oakbeam Builders, approve it as the client, then send the first stage invoice.
/ Questions
Yes. It works out deductions for subcontractors you pay, shows deductions on invoices to contractors who pay you, and prepares the monthly CIS return and statements.
Invoices carry the reverse charge VAT wording where it applies, so your contractor customers get a correct invoice.
Yes. Raise stage invoices as the job moves, a final invoice at the end, and a retention invoice when it's due.
Add a variation to the job with its price. It sits on the job page with the original estimate, so everyone sees what changed.
Yes. RAMS are versioned, and each person reads and signs them in their team portal.
/ More features
Times from real hours, deposits, reminders and self-service changes.
For taxi and chauffeur firms: fares, zones, bookings, flights, dispatch and drivers.
Pages, a page builder with AI help, your current site brought across, on your own address.
Products, stock, barcodes, orders and subscriptions. Switch it off if you don’t sell.
One record per email, with history, tags, notes and a proper erase.
Hours, groups, a portal for each person, pay statements and the notification bell.
Start free on a myobos.com address. Free site survey, estimate visit and small repair arrive ready to price.