🌟 Five things that matter most
The essentials, step by step
Master these five tasks and you have everything you need to quote jobs, get paid, track expenses and stay organised.
1
Send a Professional Quote
From job enquiry to branded quote in under 30 seconds.
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1
Tap the Quotes tab at the bottom of the screen, then tap the + button in the top right.
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2
Select an existing customer or tap New Customer to add their name, phone and address.
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3
Give the quote a title (e.g. "Bathroom Refit"), then tap Add Line Item to add labour, materials or kit bundles.
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4
Tap Send — choose email or SMS. Your customer receives a branded quote they can accept with one tap.
2
Convert a Quote to Invoice
One tap turns an accepted quote into a ready-to-pay invoice.
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1
Go to Quotes and find the quote with Accepted status (shown in green).
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2
Open the quote and tap Convert to Invoice at the bottom of the screen.
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3
Review the invoice details — add any extra line items or adjust the payment due date if needed.
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4
Tap Send Invoice. A payment link is included automatically so your customer can pay by card online.
💰 Card payments via the payment link start from 0.99% + 5p, with no monthly fee. The money goes through your own Monek Processing Account — see task 5 to set it up.
3
Scan an Expense Receipt
Point your camera at any receipt. Yoley files it for you.
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1
Tap the Expenses tab, then tap Scan Receipt (the camera icon).
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2
Hold your phone over the receipt. Yoley’s on-device OCR automatically extracts the total, VAT and supplier name.
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3
Check the extracted values, then pick an HMRC SA103 category from the dropdown (e.g. Materials, Fuel, Subcontractors). If you’re a subcontractor or hire subbies, see our CIS sole trader guide and CIS FAQ.
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4
Tap Save. The expense is stored and filed against the correct tax box, ready for your self-assessment.
📷 All processing happens on your device — your receipts are never sent to a third-party server.
4
Schedule a Job
Book a job from an accepted quote or create a standalone appointment.
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1
Tap the Job Diary tab. Tap the Schedule Job button in the top right.
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2
Pick an accepted quote from the list to link the job to it, or tap New Job (No Quote) to create a standalone appointment.
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3
Set the Start and End time using the date and time pickers. Add any job notes — these carry across from the quote automatically.
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4
Tap Save Job. The job appears on the calendar strip. Tap it any time to see the location map and commute time.
☁️ The Job Diary shows a 5-day weather forecast from Apple Weather — great for planning outdoor work in advance.
5
Accept a Card Payment
Send a payment link and get paid by card or Apple Pay — no card reader needed.
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1
First time only: go to Settings → Payments → Set up your Monek Processing Account. The application takes about five minutes and most are approved within one working day. Monek emails your Merchant ID and API key — enter them in the same place.
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2
Open the invoice you want to collect payment for. Tap Payment Link to share it via SMS, WhatsApp or email.
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3
Your customer taps the link and pays by card or Apple Pay. Fees start from 0.99% + 5p, and the money is paid into your bank two working days after the payment.
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4
The invoice automatically updates to Paid and the payment is recorded against the customer.
📲 Tap to Pay on iPhone is coming soon. Until then, your customer can pay the link on their own phone before you leave the job.