How to use Zipflow

1

Describe your job

The fastest way to start a quote. Tap the mic, speak naturally about the job — Zipflow listens, understands, and gets to work. No forms, no typing required.

micTap the big yellow VOICE button on the home screen
record_voice_overHold and speak naturally — describe the job as you would to a customer
hearingRelease — Zipflow shows what it heard. Tap tap to correct if anything's wrong
check_circleYou'll see I UNDERSTOOD appear with your trade detected automatically

lightbulb Tip: The more detail you give, the more accurate your quote. Try "Paint the bedroom white, medium room, ceiling included, strip wallpaper first"

Zipflow

FAST QUOTES FOR TRADESPEOPLE

THIS MONTH

£2,970

3 invoiced

mic

New Quote

Voice or type your job

calendar_monthSchedule

0 jobs this week

workJobs

0 total

contactsContacts

13 contacts

receiptInvoiced

£2,970

Zipflow

Start your quote...

Choose your input method

mic VOICE

keyboard TYPE

Hold the mic circle to record

I HEARD tap to correct

I want to paint the bedroom white|

I UNDERSTOOD 🖌 Painter

2

Answer refinement questions

After Zipflow understands your job, it asks a few quick questions to nail the details. Answer what you can — the more you answer, the more accurate the price.

check_boxThe task card appears with questions specific to that exact job
touch_appTap the answer options — selected answers turn blue
highlight_offTap Remove on any task that's not relevant to this job
auto_awesomeTap Generate Quote with AI when you're ready

lightbulb Tip: Some answers are pre-selected based on what you said. Just check and adjust if needed — it only takes a few seconds.

Zipflow

I UNDERSTOOD 🖌 Painter Simple

Step 2 chevron_right Answer a few quick questions

1 Paint Bedroom closeRemove

Colour?

WhiteCreamGreyBlueGreen

Room size?

SmallMediumLargeExtra large

Ceiling included?

YesNo

Prep needed?

LightMediumHeavy — strip wallpaper

auto_awesome Generate Quote with AI

3

Review your generated quote

The AI generates a full itemised quote with materials, labour, and a total. Adjust any line, tweak the markup slider, add VAT, and pick a start date before sending.

list_altReview the task breakdown — each line shows materials and labour separately
tuneDrag the markup slider to set your overhead and profit percentage
percentToggle Add VAT (20%) on if you're VAT registered
sendTap Add new contact & send quote to send it

lightbulb Tip: Tap any price tag to edit it directly. Your rates are saved and used to improve future quotes automatically.

arrow_back Edit Quote

TASK BREAKDOWN

Paint bedroom walls£339

1 day · Mat: £37 · Lab: £250

Emulsion 5L £22 × Brushes £15 ×

Paint bedroom ceiling£107

0.25 days · Mat: £28 · Lab: £63

Markup18%

Total£446

person_add Add contact & send quote

4

Schedule your jobs

Add a start date to any quote and it drops straight into your schedule. See everything booked at a glance in Month, Week, or Today view.

eventIn the Edit Quote screen, tap When can you start? to pick a date
calendar_monthThe job appears in your Schedule — tap it on the home screen
view_weekSwitch between Month, Week and Today views
notifications_activeSmart reminders appear when a quote needs following up

lightbulb Tip: Tap any day in the calendar to see what's booked. Tap a job to jump straight to its details.

Zipflow

calendar_monthMonth

view_weekWeek

todayToday

notifications 1 smart reminder needs attention chevron_right

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add_circle Schedule a new job

5

View jobs and mark as accepted

Every quote becomes a job. Track its status from Draft through Sent to Accepted and Completed. When a customer says yes — mark it in one tap.

workTap Jobs on the home screen to see all your quotes
infoTap any job to open the details and see the live status tracker
check_circleTap Accepted when the customer confirms — status updates instantly
receipt_longTap Generate Invoice to create an invoice from the accepted quote

lightbulb Tip: Use the Photos tab to attach site photos to the job — they're included automatically when you generate the invoice.

arrow_back Job Details

Paint bedroom white

Sent

A. Patel · £446

check

Draft

check

Sent

3

Accepted

4

Completed

checkAccepted

closeDeclined

edit

Edit Quote

Adjust tasks

receipt_long

Generate Invoice

Create PDF

receiptQuote

photo_cameraPhotos

personContact

calendar_monthSchedule

6

Send your quote to the client

Send a professional quote directly from the app via email or WhatsApp. The client gets a clean quote link they can view and accept on their phone.

person_addTap Add new contact & send quote from the Edit Quote screen
photo_cameraOptionally add site photos — they're included automatically and look professional
emailTap Send via Email or Send via WhatsApp
linkOr tap Create shareable link to copy a link you can share anywhere

lightbulb Tip: Once the client accepts, tap Generate Invoice to create a PDF invoice from the same screen.

arrow_back Preview & Send

To: A. Patel Change

Hi A. Patel,

Great speaking with you. Please find my quote below for your approval.

Job: Paint bedroom white

photo_cameraJob photosoptional

Add site photos — they save to the job automatically

photo_cameraCamera

photo_libraryLibrary

Job accepted? Generate your invoice

receipt_long Generate Invoice

7

Invoice and accountant export

Generate professional PDF invoices from accepted jobs. Export everything to CSV for your accountant, Xero, FreeAgent or HMRC — all with one tap.

receipt_longFrom a job, tap Generate Invoice to create a PDF invoice instantly
shareShare the PDF directly via email or WhatsApp from the same screen
settingsGo to Settings → Accountant Export to export all your data
file_downloadChoose a date range and tap Download CSV — ready for Xero, FreeAgent or HMRC

lightbulb Tip: The export includes invoices, revenue totals, job breakdown, VAT summary and date range — everything your accountant needs at year end.

arrow_back Accountant Export

INVOICED

£384

1 invoice

VAT (20%)

£77

of invoiced amount

DATE RANGE

Last 3 months

Last 6 months

This financial year

Last financial year

EXPORT INCLUDES

receipt

Invoices

All issued invoices with status

check_circle

bar_chart

Revenue totals

Quoted vs invoiced by month

check_circle

percent

VAT summary

VAT collected at 20%

check_circle

file_download Download CSV (Xero / FreeAgent / HMRC)

table_view Download CSV for Excel

Ready to start quoting?