Set up your business
Add business details, your logo, working hours, booking capacity and accounting preferences.
- Open Settings
- Choose Business settings
- Complete each section and save
How-to guides
Get comfortable with WMS APP, one workflow at a time.
Short guides for setting up the business, sending the first quote and keeping work moving through the calendar and invoice stages.
Create and send a quote
Add the customer and job details, build the work items, check VAT totals, then choose email, WhatsApp or copy link.
- Open New quote
- Add customer and pricing
- Save, review and send
Offer available dates
After an accepted quote is reviewed, select suitable dates and send them to the customer using the same sharing options.
- Open the accepted quote
- Select available slots
- Send booking dates
Manage the work calendar
See jobs by day, week or month, open linked documents and update a booking when plans change.
- Open Work calendar
- Select a booking
- Open quote, job card or invoice
Complete a job card
Record progress, technician notes and completion details while keeping the original quote and booking connected.
- Open Job cards
- Select the booked job
- Update status and save
Send and reconcile an invoice
Send the customer invoice link, record in-store or online payments, and keep the balance and calendar status aligned.
- Create the invoice
- Choose a sending method
- Review payment history
Ready to follow along?
Open WMS APP in another tab and work through the setup guide.