One app for the whole job, from the first message to the last payment
SortedMate is 5 things that used to be 5 apps, a notebook and your WhatsApp: enquiries, quotes, jobs, invoices and customers. Each one hands over to the next, so nothing gets typed twice and nothing gets forgotten. Every window on this page is the real app with a sample business loaded. Have a go.
The job lifecycle in SortedMate
- Enquiry
A WhatsApp message becomes a lead with a name, an address and a rough value.
- Quote
Labour, materials and VAT, itemised and sent from the van.
- Job
Accepted quote to a visit on the calendar in one tap.
- Invoice
Job done, invoice out, with the quote's lines already on it.
- Paid
Card payment through the Pay Now link, marked paid on its own.
The dashboard
Start anywhere. It's all connected.
This is the app, with a sample electrical business loaded. Open an enquiry and turn it into a quote. Accept the quote and book the job. Finish the job and invoice it. Whatever you touch, the rest keeps up, and the dashboard shows you what needs doing next.
Five parts
Each part on its own page, each one live
Every product page opens on the real screen for that part of the app, with a short guided task so you can see it do the work rather than read about it.
- 01EnquiriesForward a WhatsApp, get a lead on the boardForward a WhatsApp to Sorted and it comes back as a lead: who, where, what, and whether it's in your area.See it work
- 02QuotesItemised quotes with VAT done properly4 steps from blank to sent. Labour, materials from your price book, VAT per line, and a PDF the customer opens on their phone.See it work
- 03Jobs & schedulingBook it in, see the week, clock in on siteWeek, day, month and agenda views. Drag a visit to move it. Clock in, take photos, leave notes, mark it done.See it work
- 04Invoices & paymentsOne tap from job to invoice to paidInvoice from the job, send it with a Pay Now link, watch it reconcile itself. Hand it to Xero or QuickBooks when you're ready.See it work
- 05CustomersEvery quote, job and invoice in one recordDomestic or commercial, billing and site addresses, and every quote, job, invoice and message on one record.See it work
- OrSkip the pages and use the appThe full demo is the whole app with the sample business loaded. Nothing to install, nothing to sign up for.Open the full demo
Works on site
Made for a phone in one hand, not a desk
Most of SortedMate gets used standing in someone's kitchen, in the van between jobs, or at the table after tea. So it's built for that: the same account in the browser and on your phone, buttons you can hit with cold thumbs, and nothing that needs a training day.
- A web app that installs on your phone from the browser, one account everywhere
- Tolerates patchy signal, so a basement or a rural job doesn't stop you working
- Tap targets 44px or bigger, so it works with gloves on
- No training and no manual. If you can use WhatsApp, you'll be fine
- Quotes, jobs and invoices numbered your way, with your own prefix
Ready when you are
Create your workspace and run the next job through it.
Starter is free forever. Paid plans come with a 14-day trial.