Estimates and quote requests
Line-by-line estimates the client approves online. A form on your site turns enquiries into draft estimates.
/ Construction & trades
Estimates approved online. CIS done before Sunday.
Clients approve your estimate from their phone. Stage invoices, variations and retentions follow the job, and CIS deductions and returns are worked out for you.
Try Oakbeam Builders, a made-up firm running on Myobos. Approve an estimate as the client, then raise the first stage invoice in the admin.
Admin
Website on a phone · updates when you save
Payments, emails and Xero or QuickBooks are pretend in the demo, so nothing real happens.
/ A day with Myobos
- 7.00am
A quote request came in through your website overnight. It's waiting as a draft estimate, with the customer's details filled in.
- 8.30am
On site, the lads open the new RAMS in their portal and sign it before work starts.
- 12.30pm
The kitchen client approves your estimate from her phone over lunch. The job page is ready for her to follow.
- 3.00pm
She asks for an extra socket run. You add it as a variation, priced, on the job.
- Month end
CIS deductions for your subcontractors are worked out, and the monthly CIS return and statements are ready.
/ What matters most for builders and trades
Job pages
Each job has a page with dates, progress and changes for the client to follow.
Stage invoices and retentions
Invoice by stage, then the final, then the retention. Take a deposit when the job is booked. Job costing shows what each job is really making.
CIS and the reverse charge
Deductions worked out for subcontractors you pay and shown on invoices to contractors who pay you, with the VAT domestic reverse charge where it applies.
Timesheets and RAMS
Your team logs timesheets against jobs. RAMS are versioned and signed off in the team portal.
Getting paid
Invoices go out with a pay link into your own Stripe account, or the client pays by bank transfer. Corporate and repeat clients can pay on account.
Subcontractors
Add subcontractors alongside your team. Their costs and CIS deductions sit against each job, ready for the monthly return.
/ Your words
Your admin talks about jobs, visits and the yard, not appointments.
Your words
Team: tradespeople
Customers: customers
What's booked: visits
The place: yard
Switched on
Jobs: estimates, stages, variations, invoices, timesheets, CIS and RAMS
Off to start
Online shop, packs, classes and forms (switch on any time)
Starting services
Free site survey, estimate visit, small repair (call-out). Added hidden, for you to price and switch on.
/ Switching
Out of Word and the spreadsheet.
Give us your current website and we bring across your wording, services, contact details and project photos for you to check. Add your team and subcontractors, and bring your customer list for us to help you add.
/ Questions
Questions
Does it handle CIS deductions and returns?
Yes. It works out deductions for subcontractors you pay, shows them on invoices to contractors who pay you, and prepares the monthly CIS return and statements.
What about reverse charge VAT?
Invoices to contractors carry the domestic reverse charge VAT wording where it applies.
Can I hold retentions?
Yes. Raise stage invoices as the job goes, a final invoice at the end, and a retention invoice when it falls due.
Can clients see how the job is going?
Yes. Each job has a page with dates, progress and changes for the client to follow.
Do I still get a website?
Yes. Your site shows your work and services, with a quote request form that feeds straight into your estimates.
Put your firm on Myobos.
Start free with site surveys and estimate visits ready to price. No card, and nothing goes public until you press Go live.