Full User Guide

🚀 Getting Started

Yoley is a free iOS app for UK tradespeople. Download it from the App Store and you’re ready in under two minutes — no forms, no sales calls, no credit card required.

Download & Install

1. 1Open the App Store on your iPhone and search for Yoley.
2. 2Tap Get (it’s free). The app installs in seconds.
3. 3Open Yoley and follow the brief onboarding — enter your name, business name, and pick your trade.
4. 4That’s it. You’re in.

Setting Up Your Business Profile

Tap the burger menu (three lines, top left on any screen) and select Settings. From here you can set:

• ●
  Business name — appears on all quotes and invoices.
• ●
  Business address — shown on your quote and invoice footers.
• ●
  Logo — upload your company logo to brand your quotes and invoices.
• ●
  VAT number — if you’re VAT registered, add your number here and it appears on all documents.
• ●
  Payment terms — set your default payment due date (e.g. 14 or 30 days).

📈 Dashboard

The Dashboard is your home screen — a live overview of how your business is performing today, this week and this month.

KPI Cards

The four KPI tiles at the top show:

Today’s Jobs

The lower section shows any jobs scheduled for today. Tap a job to open the full job detail, including map and commute time.

📝 Quotes

Create professional, branded quotes in seconds. Yoley tracks each quote through its full lifecycle from draft to accepted, and handles customer approval — even when it happens over the phone.

See our short guide on sending a professional quote in under 60 seconds for the seven things every good quote should include.

Create a quote

1. 1Tap the Quotes tab → + (top right).
2. 2Search for an existing customer or tap New Customer to add one on the fly.
3. 3Enter a job title (e.g. "Full bathroom refit"). Add a reference number if needed.
4. 4Tap Add Line Item to add labour, materials, or use a Kit Bundle.
5. 5Optionally add notes, photos or a validity expiry date.
6. 6Tap Save to keep as a draft, or Send to deliver immediately.

Your customer gets a branded quote by email or SMS they can accept with one tap. The whole process takes under 30 seconds once your customer and Kit Bundles are set up.

Send a quote to a customer

From any quote, tap Send. Choose to deliver by:

• Email — sends a formatted email with a link to the branded quote page.
• SMS — sends a short message with the quote link.
• Share Link — copies the link so you can share via WhatsApp or any other channel.

The customer sees a professional-looking quote with your branding and a one-tap accept button.

Quote statuses

Manually approve a quote

When a customer approves over the phone, via text or by any other method not captured in the app, you can record the approval manually.

1. 1Open the quote from the Quotes list.
2. 2Tap the green Manually Approve button next to the status badge at the top of the screen.
3. 3Select how the customer approved: Phone, Text, Email, or Other.
4. 4Optionally add a comment (e.g. "Agreed to proceed, start date 15th").
5. 5Tap Confirm Approval.

Kit Bundles

Kit Bundles save time on jobs you quote for repeatedly. Instead of entering each line item manually, bundle them into a named package and add the whole thing in one tap.

Set up bundles in Settings → Kit Bundles. Each bundle can mix labour, materials and travel lines. When you add a bundle to a quote you can still edit individual lines — the bundle is a starting point, not a lock.

Convert a quote to an invoice

1. 1Open an Accepted quote.
2. 2Tap Convert to Invoice at the bottom of the screen.
3. 3All line items, customer details and notes copy across automatically.
4. 4Set a due date (your default payment terms apply, but you can override).
5. 5Tap Send Invoice.

The customer receives the invoice with a Pay Now link so they can pay by card immediately. Funds are paid into your bank account two working days after the payment.

💰 Invoices

Invoices in Yoley include a payment link by default so customers can pay online as soon as they open the invoice — no chasing required.

Converting a Quote to Invoice

1. 1Open an Accepted quote.
2. 2Tap Convert to Invoice at the bottom of the screen.
3. 3All line items, customer details and notes copy across automatically.
4. 4Set a due date (your default payment terms apply, but you can override).
5. 5Tap Send Invoice.

Creating a Standalone Invoice

You don’t need a quote first. Tap Invoices → + and fill in the customer and line items directly.

Payment Links

Every invoice includes a secure payment link. When your customer taps the link, they can pay by card or Apple Pay. Card fees start from 0.99% + 5p, with no monthly fee, and funds are paid into your bank two working days after the payment.

📷 Expenses

Track every business expense. Snap a receipt and Yoley’s on-device OCR extracts the amount, VAT and supplier — then files it under the correct HMRC SA103 box automatically.

Scanning a Receipt

1. 1Tap Expenses → Scan Receipt (camera icon).
2. 2Hold your phone over the receipt. OCR runs on-device and extracts the total, VAT amount and supplier name.
3. 3Review the extracted values — you can edit any field if the scan missed something.
4. 4Choose an HMRC category from the list.
5. 5Tap Save.

HMRC SA103 Categories

📅 Job Diary

The Job Diary shows a 14-day rolling calendar of your scheduled work. Schedule jobs from accepted quotes or create standalone appointments. Each job shows the customer location on a map with live commute time from where you are.

Scheduling a Job

1. 1Tap Job Diary → Schedule Job (top right).
2. 2The sheet shows three options: accepted quotes ready to schedule, unaccepted quotes you can approve on the spot, and New Job (No Quote).
3. 3Select a quote or tap New Job.
4. 4Set the start time and end time. Add or edit any job notes.
5. 5Tap Save Job.

Approving a Quote from the Job Diary

If a quote hasn’t been accepted yet but the customer has verbally confirmed, tap it in the schedule sheet and choose Approve & Schedule. Select the approval method (Phone, Text, Email, Other) and add a comment before continuing to the schedule form.

Job Detail & Map

Tap any job in the diary to open its full detail view. This includes:

• 📍An interactive map showing the job’s address (from the customer record).
• 🚘Driving commute time from your current location, calculated via Apple Maps.
• 🔗An Open in Apple Maps button for turn-by-turn directions.
• 🗒Job notes, status, linked quote and customer details.

Weather Forecast

👥 Customers

Yoley’s CRM keeps every customer’s contact details, address, job history, quotes and invoices in one place.

Adding a Customer

1. 1Tap Customers → +.
2. 2Enter first name, last name, phone number and email address.
3. 3Add the customer’s address (used for job location maps and quote footers).
4. 4Tap Save.

Customer History

Opening a customer record shows the full history: all quotes sent, all invoices raised, all jobs completed, and total revenue from that customer.

💳 Payments

Card payments go through your own Monek Processing Account with Monek Merchant Services Limited, an FCA-authorised UK payment provider. You never need a card reader — every invoice carries a secure payment link, and your customer pays by card or Apple Pay.

Payment Rates

No application fee and no monthly fee. You’re only charged on successful payments — declined cards cost nothing. Money is paid into your bank two working days after the payment.

Setting Up Card Payments

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 then emails you your Merchant ID and API key — enter them in the same place and payment links go live on your invoices.

🏦 CIS — Construction Industry Scheme

Yoley supports CIS subcontractor management for contractors who engage other tradespeople on site. Track UTR numbers, deduction rates and payment records. New to CIS? Start with our CIS sole trader guide and CIS deduction rates explained.

Adding a CIS Subcontractor

1. 1Tap Customers and find or add the subcontractor.
2. 2Toggle CIS Subcontractor on.
3. 3Enter their UTR number and select the deduction rate (20% standard, 30% unverified, or 0% gross payment status).
4. 4Save. CIS deduction is calculated automatically on any invoice raised against them.

📲 Tap to Pay on iPhone

Tap to Pay on iPhone isn’t available in Yoley yet — it’s coming soon. Monek is building it under its agreement with Apple. For the background on how Tap to Pay on iPhone works, see our blog: Tap to Pay on iPhone for tradespeople.

In the meantime, you can still get paid before you leave the job: open the invoice and share its payment link, and your customer pays by card or Apple Pay on their own phone.

🔒 Security

Yoley uses Apple’s built-in security features to keep your business data private on your device.

Face ID / Touch ID App Lock

1. 1Tap the burger menu (top left) → scroll down to App Lock.
2. 2Toggle App Lock on.
3. 3Next time you open Yoley, you’ll be asked to authenticate with Face ID or Touch ID before the app opens.

CloudKit Sync & Backup

All your data is automatically backed up and synced via Apple CloudKit. Your data is stored in your personal iCloud account — Yoley’s servers never hold your business data. If you get a new iPhone, sign in with the same Apple ID and everything restores automatically.

⚙️ Settings

Access Settings from the burger menu (top left on any screen).

💰 Pricing

Yoley is free. There’s no subscription, no trial, no in-app purchases and no paid plan — every feature is included for everyone. The only cost is card processing when a customer pays you by card: from 0.99% + 5p per payment, through your own Monek Processing Account.

📚 Related reading

Going deeper on specific topics:

• → The 5-minute Quick Start Guide — the fastest way to set up and send your first quote
• → Full FAQ — sorted by category with a search
• → How to send a professional quote in under 60 seconds
• → Tap to Pay on iPhone for tradespeople
• → How to handle CIS as a sole trader in 2026
• → CIS deduction rates explained (20%, 30%, 0%)
• → Making Tax Digital for sole traders 2026
• → Free alternatives to Tradify and Powered Now
• → Trade walkthroughs: electricians, plumbers, builders, joiners, roofers
• → Switching: vs Tradify, vs Powered Now, vs ServiceM8, vs QuickBooks