Quotes and invoices · Tradespeople

Quotes and invoices, done from the site

For a tradesperson, office work often starts in the evening: re-typing hours, digging out time-and-materials reports, redoing the quote. With Geovio, the quote is prepared from the site, and the invoice picks up what was recorded on site, with its Swiss QR-bill.

An offer becomes an invoice with its Swiss QR-bill, then the payment imported from the bank finds its invoice.

From quote to paid invoice

The quote, dictated

“Prepare a quote for paving, 60 m², for Mr Rochat”: the assistant drafts it with your prices, and you review it.

Hours, carried over

Logged against the lines of the won quote, they flow onto the invoice.

Time-and-materials reports, signed

The time-and-materials report is signed on site and invoiced without re-typing.

The QR-bill

Every invoice carries its Swiss QR payment part.

Reminders

Invoices still unpaid have their reminder ready.

Supplier invoices

Read by AI: all that is left is to check them.

An example: a landscaper in Neuchâtel

In the morning, at the client's home, the owner dictates the quote for a paved area. The quote is accepted the following week; the team logs its hours against the quote lines, and the client signs Saturday's time-and-materials report on the phone. At the end of the job, the invoice picks up everything, with its QR-bill; when payment arrives, the bank statement matches it to the invoice.

Which trades

Landscapers, electricians, plumbing and heating installers, masons, carpenters and joiners, painters: every trade that issues quotes, logs hours and invoices time-and-materials work.

And the accounting?

Quotes, invoices, reminders and payments are done in Geovio. Only the general accounting (balance sheet, general ledger) stays with your fiduciary: invoices and payments export to CSV.

Frequently asked questions

What quote and invoice software suits a tradesperson in Switzerland?

Software that produces the Swiss QR-bill and picks up hours and time-and-materials reports from the site. Geovio prepares the quote, even by voice, and the invoice picks up what was recorded on site.

Can I prepare a quote from my phone?

Yes: Geovio's assistant drafts the quote from what you tell it; you review it before sending.

Does Geovio handle all quotes and invoices?

Yes: quotes, invoices with the Swiss QR-bill, reminders and reconciled payments. Only the general accounting stays with your fiduciary, to whom everything exports as CSV.