Invoicing built for sweep and install work
Raise invoices from the same place as the appointment and certificate. Itemise the work, keep payment methods and references for your records, and avoid copying details into a separate invoicing tool.
Quotes and invoices
Create quotes and invoices for chimney sweep and stove installer work, track payments against the same customer history, and sync to Xero, QuickBooks, FreeAgent or Sage when you want your accounts to match the jobs you have done.
If quotes live in one place, invoices in another, and customer history in a notebook or spreadsheet, every job means retyping. Payment status is harder to check, certificate paperwork sits apart from the bill, and Making Tax Digital gets harder because your accounts never quite match what happened on site.
Prepare and send quotes for sweeps or installs without retyping names, addresses and job details.
Raise invoices from the work, see what is paid or outstanding, and keep the trail next to the appointment.
Past quotes, invoices, certificates and appliance notes stay together so you know who owes what and what you did last visit.
Push invoices to Xero, QuickBooks, FreeAgent or Sage so your sweep records support digital bookkeeping without starting again in accounts.
Raise invoices from the same place as the appointment and certificate. Itemise the work, keep payment methods and references for your records, and avoid copying details into a separate invoicing tool.
See which invoices are paid or still outstanding without hunting through email or a paper folder. The money status sits with the customer and job history.
Names, contact details, appliances, past certificates, quotes and invoices stay in one place. That is the practical answer when people ask for a customer database for a sweep business, without a separate system to learn.
When you are ready, sync invoices to the accounting software you already use. Useful if you are preparing for Making Tax Digital and do not want every paid sweep retyped into accounts.
Create a quote for sweep or install work from the customer record.
Complete the appointment, certificate or warning notice as usual.
Raise the invoice, record payment, and sync to your accounting software where supported.
Yes. Create invoices from the same customer and appointment records as your certificates, so the bill matches the work without retyping.
Record and review payment status alongside each invoice and customer history so you can see what is paid and what is still outstanding.
Yes. Quotes, invoices, certificates, appliances and past visits stay on the customer record, so you are not rebuilding history from emails or paper pads.
Yes. Sync supported invoice records to Xero, QuickBooks, FreeAgent or Sage when you want your accounts to follow the jobs you have completed.
Keeping invoices and payments tidy in Sweep Certificates, then syncing to your accounting software, reduces double entry when you need digital records for Making Tax Digital.
Yes. Create quotes for sweep and install work from the customer record, then turn accepted work into invoices and follow-up reminders.
Start a 30-day free trial and see how certificates, reminders, quotes, invoices and customer records fit together for your sweep or installer business.
Start your free trial