Everything Press does.

The first page you see: your day, your money and what needs you.

• Your business at the top

  Your trading name, what you do and today's date, with your logo on the money card.

  WhereHome

• Today's calls on Home

  The same day card the Diary uses, showing every call due today in driving order. It is hidden on a day with no work.

  WhereHome, top

• The whole day, or just what's next

  Two ways to show the Home day card: the full list, or one call open with the drive to it and what is left behind it.

  WhereHome › day card, or Settings › Scheduling › The day on Home

• The day card opens the Diary

  Tap the card's heading to open today in the Diary.

  WhereHome › day card heading

• The money card

  A big figure (income, expenses, profit and so on) for a time frame you pick. Tap it to cycle through them. The figure counts up once when it arrives.

  WhereHome

• Your goal bar

  A goal for the figure you show, drawn as a bar in the money card that says how close you are, or how far past it.

  WhereHome; goal set in Settings › Appearance › The home page

• Quick buttons

  Four round buttons: In (income), Out (expense), Invoice and Receipt (scan one).

  WhereHome, under the money card

• In · Out · Owed tiles

  Three small figures. Tap Owed to open Customers, showing only the people who owe you, most-owed first.

  WhereHome

• Income and expenses chart

  A chart of money in and out over the months, which you can open full screen and zoom.

  WhereHome, lower down

• Recent activity

  Your latest records, all together or as Income, Expenses or Invoices. Each one opens in place.

  WhereHome, foot

• "Three things to try"

  A brand-new business with nothing logged sees a short starter list instead of a page of zeros.

  WhereHome, first run only

• What a Done tap did

  If marking a call done raised an invoice that could not be sent, Home says so once.

  WhereHome

The bar across the top of every page, and the reminders underneath it.

• One bar over every page

  The Press mark on the left and the tools on the right, the same on every tab. Tap the mark to go Home.

  Wheretop of every page

• Inbox button with a count

  Opens the Inbox (To check, Messages, Enquiries), with a badge counting what is waiting. The badge updates the moment something changes.

  Wheretop bar

• Search everything

  One box that finds transactions, invoices, customers and equipment, and opens the exact record you tap.

  Wheretop bar › magnifier

• Data button

  Opens the figures pages, starting with Cash flow.

  Wheretop bar

• Settings button

  Opens Settings from any tab. The back link then names the page it goes back to.

  Wheretop bar › gear

• The reminders shade

  A row of rings on Home that opens into what needs you: renewals due, subscriptions with no payment recorded, unpaid invoices, receipts read, money in, what's new and lessons not done yet. Most urgent first.

  WhereHome, under the top bar

• Snooze or dismiss a reminder, and bring it back

  Wherereminders shade

• Tapping a reminder takes you there

  A renewal opens the vehicle, money in opens To check, and so on.

  Wherereminders shade

• An overdue reminder moves

  The one overdue item slowly breathes so it stands out (not if animations are off).

  Wherereminders shade

Money in and out, receipts, invoices, customers, jobs, and the Inbox where new things wait for a look.

Adding money in and money out

• The + button

  Adds an Expense, Income, Invoice, Customer or Job from any Records page.

  WhereRecords › round + button

• Money in / Money out form

  Amount first, then who, what, when, category and how it was paid. Required fields say so before Save refuses.

  Where+ › Income or Expense

• Your most-used categories and suppliers as quick taps

  Above the drop-downs.

  Wherethe Money in / Money out form

• Link income to an invoice or a customer

  Pick the invoice a payment settles (it fills in what is still owed), or a customer if there is no invoice yet. You can make a new customer without leaving.

  WhereMoney in form

• One payment across several invoicesSets Press apart

  Tick the invoices it pays, oldest first. The line underneath says what settles, what is still owed and what is held over.

  WhereMoney in form

• One payment for more than one customerSets Press apart

  Add another customer's invoice to the same payment, and each part goes on the right customer.

  WhereMoney in form, or an Inbox card

• Business-use share

  Split an expense between business and personal.

  WhereMoney out form

• Fuel: litres, which fuel and which vehicleSets Press apart

  A fuel expense takes litres and fuel type and goes to your usual vehicle. Green diesel logged against a road vehicle gets a legal warning.

  WhereMoney out form, Fuel category

• Foreign-currency receipts

  A receipt in pounds (or another currency) is converted at the day's rate and keeps the original beside it. It is marked as an estimate until you check it against your statement.

  Whereentry form, and the receipt Check page

• Part of something regular?

  Link an expense to a subscription, or to a renewal it paid for (like van insurance paid monthly), or make one from it.

  WhereMoney out form › More options

• Save, and "And another"

  Save and get a fresh form with the same date, for a pile of receipts.

  Whereentry form

• The saved card

  After saving anything, a tick draws in a ring over the form with the figure, who it was for and when.

  Whereafter any Save

Receipts on a record

• Photograph or pick a receipt

  Camera and file buttons sit beside the amount. Pick several photos at once and they become pages of one receipt.

  Whereentry form › Amount card

• PDF receipts and invoices

  Attach a PDF from any folder. Press reads its text for the amount, date and supplier, and shows the page.

  Whereentry form › file button

• Receipt pages, numbered and reorderable

  With a viewer that pages, pinches and zooms.

  Wheretap a receipt

• The receipt's lines listed on the expense

  Each item with its price, and a guess at which ones might be tools or equipment for you to confirm.

  Whereentry form › receipt items

• Attach a receipt later

  From the record's row.

  WhereTransactions › open a record › Attach a receipt

Transactions

• Transactions list

  Every income and expense, newest first, with a month rail down the side to jump through time.

  WhereRecords › Transactions

• One search box and filters

  Finds names, notes and amounts, with filters for dates and receipts.

  WhereRecords › Transactions › search

• Calendar view

  Switch the list to a month calendar with marks for each day's records and invoices, filtered as you like.

  WhereRecords › Transactions › calendar toggle

• Open a record in place

  The panel says what it is attached to: customer, invoice, vehicle, supplier and payment method, and each of those is a link.

  Wheretap a transaction

• How it got here

  When it was recorded and where it came from: typed, a photo, a bank notification or an import, and whether it changed since.

  Wherean opened record

• Edit and delete a record

  Change anything on a record, or delete it.

  Wherean opened record › Edit

• Select several and change them together

  Long-press to start ticking, then apply a vehicle, category, payment method or business share to them all, with Undo.

  WhereRecords › Transactions › long-press

• A payment and its card fee shown as oneSets Press apart

  A Stripe or GoCardless payment and the fee taken off it are joined in the list. The fee is worked out from what actually landed.

  WhereRecords › Transactions

• Payments pending then paid

  Money through Stripe or GoCardless shows as pending until it lands.

  WhereRecords › Transactions

• Marks on rows

  A small receipt mark, a customer mark or an invoice mark show what is attached at a glance.

  WhereRecords › Transactions

Refunds

• Refunds as their own record

  Money you pay back to a customer, or a supplier pays back to you. They show on the customer, in the list next to what they reverse, and in cash flow.

  Whereopen the payment › Refund, or a customer › Refund

• Refund more than once, and undo

  "Refunded ×2" tags, Refund again while money is left, and Undo from the row.

  Wherethe refunded payment

• Refund with no invoice

  Press asks whether it was for real work or money that shouldn't have been paid, which decides if it touches your figures.

  Whererefund form

Invoices

• Invoices list

  Every invoice with its state by colour (paid, part-paid, unpaid, overdue), Owed to you at the top, and money owed on invoices with no customer.

  WhereRecords › Invoices

• New invoice

  Customer, items, dates and a total card. It can start from a customer, and it warns if you have no payment method set up.

  Where+ › Invoice, or a customer › New invoice

• Saved invoice items

  A catalogue of items with three ways to price: a fixed price, a price typed each time, or one total with items listed under it.

  WhereNew invoice › items; managed in Settings › Services

• Invoice numbers

  A numbering format of your own with customer references.

  WhereSettings › Your business › Invoice numbering

• Due dates and overdue

  Each invoice has a due date (30 days by default). An unpaid one past its date shows as Overdue, with how late it is.

  Whereinvoice form; default in Invoice numbering

• The invoice PDF

  Your logo, business details, payment details, "Work carried out at", and a file named after the customer and number.

  Wherean invoice › PDF / Share

• Preview as the customer sees it

  Wherean invoice › View

• Mark paid, part-paid and settled

  Mark an invoice paid, see part-payments, and edit the amount with the balance re-checked.

  WhereRecords › Invoices › Mark paid

• An invoice's own timeline

  Raised, paid, refunded, with the waiting times between.

  Wherean invoice

• Send a reminder to a late payer

  Wherean unpaid invoice

• Archive old paid invoices

  They leave your lists but stay in every figure. One tap brings them back.

  WhereRecords › Invoices › Archived chip

• Delete an invoice

  And choose whether its payment goes too.

  Wherean invoice

• A receipt for a customer

  A paid call can send a receipt PDF in your invoice's style.

  Wherethe Day page's message panel on a paid call

Customers

• Customers list

  Sorted by Owed, Most owed, Slowest to pay, Name, Newest or Paid up, with an A–Z rail. It says what archived customers and "no customer" invoices still owe.

  WhereRecords › Customers

• Open a customer in place

  Call, Text, Email, Map, New invoice, Payment and Open customer buttons, and every job of theirs with its service, how often and what it's worth a year.

  Wheretap a customer

• The customer's page

  Details, a note, their invoices and payments drawn as a timeline, refunds, and figures like "usually pays in" and "slowest".

  WhereOpen customer

• Statement of account

  A PDF of every invoice and payment for this year, last year or any dates, with a running balance, marked NOT AN INVOICE.

  Wherea customer › Invoices and payments › Statement of account

• Who to talk to

  More than one contact on a customer (tenant, landlord, agent), and who gets which message and the invoice.

  Wherea customer › Who to talk to

• How to message them

  Each customer's own way to be messaged: WhatsApp, text or email.

  Wherea customer › Edit

• When they are away

  Their holiday dates. Their calls are marked on the diary, not moved.

  Wherea customer › When they are away

• Replies from them

  Replies by email are shown under "They said".

  Wherea customer

• Where they are on a map

  Look the address up, use where you are standing, or drop the pin yourself. what3words works too.

  Wherea customer › Map / Where is it?

• Quotes

  Quote a job, book a day to go and look, then price it, send it, and mark it won or lost. A won quote goes on a day you choose.

  Wherea customer › Quote a job

• A map of their jobs

  With a pin per job in the service's colour.

  Wherea customer › Where

• Archive a customer

  Wherea customer › Archived

• Payer memorySets Press apart

  Link a bank payment to a customer once and the next one from them arrives already linked.

  WhereInbox cards

Jobs

• Jobs list

  Every job, address first, with what it is, how often, what it makes a year and its route list. Sort by Worth, Next, Name or Route list, and search.

  WhereRecords › Jobs

• Owed chip

  Just the jobs with work done and not paid for, and the total.

  WhereRecords › Jobs › Owed

• Move a job's next call

  Straight from its row.

  WhereRecords › Jobs › open a row

• Add a job

  It asks whose job it is first (or Create Customer), then opens the job page.

  Where+ › Job, or a customer › Add a job

• The job page, redesigned

  Their card at the top, the next call, then six cards (Work, When, Where, Who to deal with, On the day, Messages) that each say in one line what is set. Save only shows once you change something.

  Whereopen any job

• More than one service on a job

  The regular clean with extras like internals or gutters hanging off it, each counted in visits. The extras show on the day and on the invoice.

  Wherejob page › Work

• Extra work on the next call only

  Add a one-off service (the gutters this time) with its time and price.

  Wherejob page › Add service › One-off

• How often, any rhythm

  Once, any number of days, weeks (1–52) or months (1–24). A monthly job keeps its date.

  Wherejob page › When

• The days a job can be done

  Seven day tiles. Take a day out and nothing is planned on it, and Press asks before you move a call there by hand.

  Wherejob page › When

• How long, in hours and minutes

  An unknown length stays unknown.

  Wherejob page › Work

• The hours it can be done in

  Between two times, before or after one. The day plans round it and the customer is told those hours.

  Wherejob page › On the day

• A job's own address and people

  A job can be at a different door from the customer, with its own gate code, who lets you in and who gets the invoice.

  Wherejob page › Where / Who to deal with

• A job's name

  Like "Mam's house".

  Wherejob page, top

• A job's history

  Every call with what rode on it, what it came to, its invoice, the messages you sent and when the invoice went and was paid.

  Wherejob page › History

• Raise one invoice for several done callsSets Press apart

  A line per call, each dated.

  Wherejob page › History › Raise one invoice

• This job has ended, and Start it again

  Ending it clears the days ahead and keeps everything done.

  Wherejob page

• Do a one-off again

  Give a done one-off job another day, at the same or a new price.

  Wherejob page › Do it again

• Copy a neighbour's job, or the nearest route list, when adding a job

  Wherenew job form; switches in Settings › Scheduling › New jobs

Inbox: To check, Messages, Enquiries

• To checkSets Press apart

  Everything waiting for you in one place, grouped Money in, Money out, Unsure and Receipts.

  Wheretop bar › Inbox › To check

• Payment cards that say what they're for

  A tick when a payment settles one invoice exactly, a question mark when it might be two, and Confirm to record it.

  WhereInbox › To check

• "Already recorded"

  A bank payment or spend that matches one already in your books says so, so nothing goes in twice.

  WhereInbox › To check

• Check now

  Looks at your bank notifications and photo folders straight away and says what it found, including when it could not look.

  WhereInbox › To check › Check now

• Add a file

  Bring in a receipt from your Photos, or a PDF from Files.

  WhereInbox › To check › Add a file

• The receipt, large

  Tap a thumbnail to see it big, with Check and Not a receipt underneath.

  WhereInbox › To check

• The Check pageSets Press apart

  One page between the photo and your books: the figures Press read, boxes over the photo you can tap to correct, then save.

  WhereInbox › a receipt › Check

• Hidden items, and putting them back

  Nothing is ever deleted.

  WhereInbox › To check › Hidden

• Send a notification Press could not read

  So its wording can be taught. You see it first.

  WhereInbox › an unread item

• Messages tab

  Every message sent and received, grouped by day, with a tag for its kind, a chip for any PDF, and filters for sent, replies or with a PDF.

  WhereInbox › Messages

• Enquiries

  People who asked for a price and aren't customers yet, grouped by stage (asked, replied, looked at, priced, sent). Tick each step, book a look into the diary, and "Make them a customer" when they say yes.

  WhereInbox › Enquiries

• Paste messages into New enquirySets Press apart

  Paste a customer's WhatsApp message and Press fills in their name, place, Eircode, number and what they asked for. Text shared into Press from any app does the same.

  WhereInbox › Enquiries › New enquiry › Paste messages

• An enquiry from a screenshotSets Press apart

  Share a screenshot of the chat to Press, or pick one, and New enquiry fills itself in.

  Whereshare to Press, or New enquiry › Fill from a screenshot

• An enquiry from a WhatsApp chat exportSets Press apart

  Export a chat from WhatsApp Business, share it to Press, and New enquiry opens filled in.

  WhereWhatsApp › Export chat › Press

Every vehicle and piece of kit: what it costs to run, the trips, and the dates that come round every year.

• Van & gear list

  Your vehicles and equipment with chips for All, Vehicles, Equipment and Renewals, and a headline card.

  WhereVan & gear tab

• Add a vehicle or a piece of gear

  Name, registration, icon, cost, purchase date and useful life.

  WhereVan & gear › Add

• Icons and colours

  Pick from 296 icons in twelve groups, and give each vehicle its own colour.

  Wherea vehicle › Details

• One timeline of renewals across every vehicleSets Press apart

  So you can see if they bunch up.

  WhereVan & gear, above the renewals

• Renewals and compliance dates

  Insurance, motor tax, NCT, service and so on, per vehicle or piece of gear, shown as markers on the year line, with reminders when they're due.

  Wherea vehicle › Add a renewal date

• Pay a renewal and it rolls on

  Link the expense that paid it and the next date moves, but a monthly instalment asks first. Make a renewal from an expense.

  Wherea vehicle's renewal, or the expense

• The year ahead

  A line across the next twelve months with each renewal on it.

  Wherea vehicle page

• Costs and events

  Everything spent on the vehicle, grouped by kind, each opening to its record.

  Wherea vehicle page

• Running cost

  Over a period you choose, with a chart. It never counts the price of the vehicle itself.

  Wherea vehicle page

• Fuel economy

  MPG or litres per 100 km, from the fuel you log.

  Wherea vehicle page › Running economy

• Business use from odometer readingsSets Press apart

  Set a percentage or work it out from mileage.

  Wherea vehicle page

• Log a trip and odometer readings

  A trip sheet that waits for a vehicle and names its last reading.

  Wherea vehicle › Log trip

• All trips

  Every trip across your vehicles, any of which can be corrected.

  Wherea vehicle › All trips

• What it cost, from the transaction

  Link the expense that paid for it, and its price and date fill in.

  Wherea vehicle › What paid for it

• When did it go?

  Retire or sell a vehicle with the date it left. Retired things can come back.

  Wherea vehicle › When did it go?

• A note on a vehicle

  Like where the fuel filler is.

  Wherea vehicle › Make a note

• Move between vehicles

  Without going back.

  Wherea vehicle page

Your days, weeks and months of work, the route lists behind them, and the planner that fills them.

Day

• The day rail

  A strip of days you can scroll for ever, each with its money and a bar for how full it is. Days already done show paid in green, owed in amber and skipped in grey.

  WhereDiary › Day, top

• Hold a day on the rail and Press explains it

  How full it is, the calls and money, when you are out and home, appointments, locked calls, the note, sunrise and sunset.

  WhereDiary › Day › hold a day on the rail

• The day card

  Every call with its time, the drive between, the day's total and its span, with the totals pinned at the top as you scroll (a switch).

  WhereDiary › Day

• The day as a strip of time

  Working time, calls, drives, free time and appointments along one bar. Tap it for more.

  WhereDiary › Day, under the toolbar

• Weather on the day

  Chance of rain and wind hour by hour on traffic lights, and the temperature.

  WhereDiary › Day › time bar

• Sunrise and sunset marks

  So you can see a call in the dark.

  Wherethe rail and day cells

• Where you start and finish

  Home rows before and after the calls with the drive and the time. Change where you set out from or end up.

  WhereDiary › Day, home rows

• Leave at your own time, and Home by

  Step the leaving time and the calls move with it. The day says whether you'll be home in time.

  WhereDiary › Day

• Start and End buttons

  Tap Start as you leave and End when home. End asks about the calls you didn't reach and offers the next day with room.

  WhereDiary › Day, home rows

• Open a call

  The address, cycle, a little map of the drive in, and buttons for Done, Skipped, Paid, Message, Customer and Job, with Undo.

  Wheretap a call

• Directions

  The number on each call opens your maps app with a route to the house.

  Wherethe call's number

• Done raises the invoiceSets Press apart

  Marking a call done raises its invoice, numbered and dated. You can turn this off and raise invoices later.

  Wherea call › Done; switch in Settings › Messages › Invoices, on Done

• Paid at the doorSets Press apart

  Record how you were paid, with every method and an amount you can change. The money is held against the call until it is invoiced.

  Wherea call › Paid

• The Finish stage

  One line per service with done, skip or next time, a price to change at the door, and add a service now.

  Wherea call › Done

• Skip an extra this time, or move it to the next visit

  Wherethe extra's name under a call

• Done list

  Finished calls fold under the day with paid, to be paid and skipped counts.

  WhereDiary › Day, under the calls

• Move calls to another day

  Tick calls, a whole day or a route list, pick a day, and choose Just this once or For good. One Undo.

  WhereDiary › Day › move

• Drag calls

  Drag a call up or down the day, onto a day on the rail, or drag several ticked calls together. The page scrolls as you hold near an edge.

  WhereDiary › Day, the grip on a call

• Lock a call

  To its day, or to a time. A locked call can't be dragged and starts no earlier than its time.

  Wherea call's padlock

• A too-full day offers to move some

  It shows what would move and what both days come to. Nothing moves until you press.

  WhereDiary › Day

• The order of the day

  Keep the route list together, or the shortest drive. Never on a day you ordered by hand.

  WhereSettings › Scheduling › The diary

• Auto-route the rest of the daySets Press apart

  The round button on the Home row reorders the calls left for the least driving, keeping done calls, hours and locked times, and shows when you'd be home.

  WhereDiary › Day, beside Start

• The day on a map

  Numbered stops joined in order, the drive out and home, pan and zoom, full screen, done calls green, and a Google Maps route for the whole day.

  WhereDiary › Day › map

• Where you are on the map

  A ring follows you while the Day page is open, and stops when you leave it.

  WhereDiary › Day › map

• Bank holidays

  Ireland's public holidays are shaded, named on the day and never planned into. Press offers to move calls on one but never moves them itself.

  Wherethe Diary; switch in Settings › Scheduling

• Notes on a day

  Write a note on any day ("Holiday", "Belfast"), which shows on the day, Ahead and Month.

  Wheretap a day's note

• Today button

  One round button that fills when you're on another day and brings you back.

  WhereDiary › Day and Month

• Put calls into a route list

  From the Day page, or make a new one from them.

  WhereDiary › Day › tick calls

• Two jobs at one door on one day show as one call

  WhereDiary › Day

Messages from the Diary

• Message a customer from a call

  Wordings filled in from the job and the day (night before, on my way, running late, done, couldn't get in, the invoice). Pick WhatsApp, Text or Email.

  Wherea call › Message

• Message everyone on the day

  Uses the calls you ticked, showing who each goes to and how. A mark shows who you've already messaged today.

  WhereDiary › Day › Tell

• Send the invoice PDF with the message

  Or the PDF on its own with no words.

  Wheremessage panel on a done call

• Send laterSets Press apart

  Book a message for a date and time. Press sends it once and tells you whether it went. Each call shows if it is booked, told, or needs telling again.

  WhereDiary › Day › message strip

• Tell them it movedSets Press apart

  After moving calls, a "Moved to another day" message with each new date.

  Whereafter a move or End

• Safety checks before sendingSets Press apart

  A repeat of today's wording says so, two failures in a week fall back to the phone, and before 08:00 or after 20:30 it asks twice.

  Wheremessage panel

Ahead

• Ahead

  The weeks ahead, one tile per working day with its calls, money, hours, when it runs, the kilometres and which route lists it is made of.

  WhereDiary › Ahead

• The forecast on each day

  For where that day's work actually is, with traffic-light rain and wind you can set.

  WhereDiary › Ahead

• Quick look inside a day

  Each call with its time and price, a small map, and drag a call within the day or onto another.

  WhereDiary › Ahead › tap a day

• The day rail on Ahead

  Pinned while you scroll.

  WhereDiary › Ahead

Month

• Month grid

  Every day with its calls, money, a ring for how full it is and notes, plus a total per week.

  WhereDiary › Month

• Tap a day

  For a bar with its strip of time and the day as a calendar, then Open the day.

  WhereDiary › Month › tap a day

• Move a whole day

  Hold a day and drop it on another, like when it rains Tuesday.

  WhereDiary › Month › hold a day

• Appointments

  The dentist at ten: a blue tile in the day at its time, with the calls after it timed from its end.

  WhereDiary › Month › + › Appointment

• Block days off

  A holiday or the van off the road. The calls on those days move to the next days with room.

  WhereDiary › Month › + › Block days off

• Shift work forward

  From a date, move every call on by a week or any amount.

  WhereDiary › Month › + › Shift work forward

• Save pointsSets Press apart

  Every Confirm saves how your diary was just before. Save one yourself, and load any of the last three to put everything back.

  WhereDiary › Month › + › Save points

• The plan, kept live

  A bar over next week names what's wrong and offers Suggest a plan. Pencilled calls show until you Keep, Undo the plan or Plan it again.

  WhereDiary › Month

Route lists and short lists

• The Lists page

  A chart of the next 12 weeks showing when each route list lands, your short lists by date, and how many jobs are on no list.

  WhereDiary › Lists

• Route listsSets Press apart

  Jobs you do together every cycle. Name, colour, and Edit. Add jobs (ones on the same roads first), take one out with Undo, or break the list up.

  WhereDiary › Lists › a route list

• Reorder a route list

  By dragging, and pin a job at its number.

  Wherea route list

• Where a route list lands

  The next six times round as a chart, what the next pass is worth, how many days a pass takes, and "21 km out".

  Wherea route list

• A route list's map

  Its places on real streets with a scale bar, or plain dots with no signal.

  Wherea route list

• Auto-route a route listSets Press apart

  The order with the least driving from home and back, shown against yours with what it saves. Use this order, Keep mine, or Undo.

  Wherea route list › Auto-route

• Short lists

  New jobs, Wanted by a date, Priority and Big one-offs. Put a job on one, and the planner places it by that list's rule.

  WhereDiary › Lists, or a job page

• Your own short lists

  Spread over dates (like Before Christmas) or all on one day, with a colour, icon and note.

  WhereDiary › Lists › New short list

• A job on a route list and a short list at once

  With the short list going first.

  WhereDiary › Lists

• Let Press look at the route listsSets Press apart

  It reads every job's place, cycle and order and suggests changes, like "Move those 3 to Pallasgreen?".

  WherePlan the work › Organise the rounds

Plan the work

• Plan the workSets Press apart

  A chip beside Day, Ahead, Month and Lists. It asks what you want as five cards with a small drawing each: organise the rounds, plan the rest, catch up, just schedule it, or shift forward.

  WhereDiary › Plan the work chip

• The planner's settings stepSets Press apart

  Everything the planner may do, on one screen, with your choice's own questions at the top: plan from today, catch up or a day you pick, how far ahead, estimated or real distances.

  WherePlan the work › second page

• Organise the roundsSets Press apart

  Each route list gets its days and next pass, moved hard (all at once) or soft (a little each pass).

  WherePlan the work › Organise the rounds

• Plan the rest, fitted inSets Press apart

  Jobs on no list are placed round the route lists, within your limits, picking work up on the way.

  WherePlan the work › Plan the rest

• Keep a goal in mindSets Press apart

  Plan towards your weekly or yearly goal.

  Wherethe planner, Keep in mind

• Catch upSets Press apart

  Spread work you never got to over 1, 2, 4 or 8 weeks, and say plainly if it can't be done by then.

  WherePlan the work › Catch up

• Just schedule itSets Press apart

  A big backlog, oldest first, packed into the days you work.

  WherePlan the work › Just schedule it

• Where it's goneSets Press apart

  The last step shows the old and new schedules as two month boards, with lines showing where each day's work goes, and a panel for any day tapped (its map, jobs, hours and home time). Days away and days off are marked.

  WherePlan the work › last step

• Leave and come back

  Every planner page has an X. Coming back offers to carry on where you left off.

  Wherethe planner

• The planner's rules, one switch each

  Turn rules off to see which one caused a move. Smoothing a bunched fortnight is off unless you turn it on.

  WhereSettings › Scheduling › What the planner may do

• Route lists that overflow

  When a route list's day is too full, the far end can carry to the next day, this once.

  Wherethe planner

• A flexible day, used only if you say so

  Wherethe planner's bar

What came in, what went out and where it went, ready for your accountant.

Cash flow

• Cash flow

  Money in and out for a period you pick (a month, a year or your own dates), with the answer first and a chart.

  Wheretop bar › Data › Cash flow

• Compare against another period

  WhereData › Cash flow

• Forecast the year

  Income and expenses for the rest of the year, following last year's shape, drawn dashed on the chart.

  WhereData › Cash flow

• Where the money went

  Spending by category, each opening to its records.

  WhereData › Cash flow

• Who you paid

  Spending by supplier.

  WhereData › Cash flow

• Where the money came from

  Income by service, to the cent.

  WhereData › Cash flow

• Export cash flow

  As a PDF for your accountant.

  WhereData › Cash flow › Export

How your business looks on paper, and how you want Press to behave.

The Settings hub

• Settings in three groups

  (Your business, How Press behaves, Your data), each row saying in one line how it stands, with late or failing things shown in colour.

  Wheretop bar › Settings

Your business

• Business profile

  Trading name, what you do, address with its place on the map, email, phone, logo (fit or fill) and your country.

  WhereSettings › Your business › Business profile

• Your country and currency

  Pick where you work. It sets the currency and units.

  WhereBusiness profile, or setup

• Invoice numbering

  The format, the next number, the due-date default and customer references. It refuses a format that could never fill in.

  WhereSettings › Your business › Invoice numbering

• Payment methods

  Bank transfer, Revolut, PayPal, Stripe, GoCardless, cash, card and more, each with just the details it needs. They print on your invoices.

  WhereSettings › Your business › Payment methods

• Suppliers

  Everyone you've paid, biggest first, with totals and receipt counts. Rename, merge or delete.

  WhereSettings › Your business › Suppliers

• Expense categories

  Your own categories, each with a colour, icon and "vehicle related" or "asset related" marks, with search and sort.

  WhereSettings › Your business › Expense categories

• Services

  Your service list: prices, a colour and a mark for each, what each has earned, and archive or restore.

  WhereSettings › Your business › Services

• Insurance and certificates

  Insurance, Safe Pass, working at height and so on, with the date each runs out, reminders, the certificate kept as a photo or PDF, and Send it to a customer.

  WhereSettings › Your business › Insurance and certificates

• Subscriptions

  Money that goes out regularly, with a monthly total, a timeline of real payments, "Find matching payments", finding payments that repeat, and a reminder when one doesn't go out.

  WhereSettings › Your business › Subscriptions

How Press behaves

• Appearance: theme and text

  Match phone, Light or Dark, text size and icon size.

  WhereSettings › Appearance

• Appearance: the home page

  The figure and time frame, the goal, and recent activity combined or split.

  WhereSettings › Appearance › The home page

• Appearance: chart style

  Lines and bars or dot matrix, flat or with depth, chart background and dot size.

  WhereSettings › Appearance

• Appearance: icons and labels

  Icons, words or both on Home's quick buttons.

  WhereSettings › Appearance

• Appearance: units and descriptive text

  Kilometres or miles, and whether pages show their explaining lines.

  WhereSettings › Appearance

• Appearance: Press's animations

  On or off, taking effect at once. Your phone's Remove animations always wins.

  WhereSettings › Appearance

• Scheduling: your week

  Each day set, flexible, catch-up or off, the calls done on each weekday as evidence, bank holidays as days off, and which day gives first.

  WhereSettings › Scheduling › Your week

• Scheduling: your day

  First call, Home by and Latest finish.

  WhereSettings › Scheduling › Your day

• Scheduling: how full is full

  Judge a day by hours, money or calls, and where it changes colour (light, normal, heavy, too much).

  WhereSettings › Scheduling

• Scheduling: the diary

  When a route list counts as overdue, how far ahead calls are written (3, 6 or 9 months), the order of a day, and whether a late call moves the next one.

  WhereSettings › Scheduling › The diary

• Scheduling: the day on Home

  Show today on Home, which mode, and pin the day's totals while scrolling.

  WhereSettings › Scheduling

• Scheduling: how Press plans

  What goes first after route lists, how far a route list may slip, the goal, what a full set day does, how much extra driving to pick up work on the way, and real road distances.

  WhereSettings › Scheduling › How Press plans

• New jobs

  Defaults (how often, how long, price) shown with the evidence from your own jobs, and switches for what the form offers.

  WhereSettings › Scheduling › New jobs

• Maps and weather: map style

  OpenStreetMap, Esri streets, Satellite, a contour map, or Roads, each shown as a small example over your own area.

  WhereSettings › Maps and weather

• Maps and weather: road mapsSets Press apart

  Download the road map for your area (with a bar and a Stop), hold several at once, delete one, and a switch to go back to estimated distances.

  WhereSettings › Maps and weather › Road distances

• Maps and weather: weather

  Fetch the forecast for where the work is, °C or °F, km/h or mph, and set your own traffic-light bands for rain and wind.

  WhereSettings › Maps and weather › Weather

• Messages: how customers are messaged

  The default way for anyone who hasn't said, sending WhatsApp through WappSync, and the country code for their numbers.

  WhereSettings › Messages

• Messages: invoices on Done

  Raise the invoice when you mark a call done, send it with its PDF, or send the PDF on its own.

  WhereSettings › Messages › Invoices, on Done

• Messages: telling customers when

  Tell them the next clean as a day or an arrival window, and how wide the window is.

  WhereSettings › Messages

• Quick messages

  Your own list of wordings with fill-ins, switched on or off, reordered, and restore the defaults.

  WhereSettings › Messages › Quick messages

• Sent

  A month's messages marked sent, replied, failed or twice.

  WhereSettings › Messages › Sent

• Mail account

  Your email servers and password (kept securely on the phone), test the connection, send a real one to yourself, and where replies go.

  WhereSettings › Messages › Mail account

• Banking and receipts

  One page for each source: bank notifications, receipt folders, statements, with when each last looked.

  WhereSettings › Banking and receipts

• Payments Press spotted

  Every bank notification caught, with All / Money in / Money out, and Hide, Put back, Not income or Not a cost.

  WhereSettings › Banking and receipts › Payments Press spotted

Your data

• Data & backups

  A card with your last backup, its folder and whether that folder is on the phone or in the cloud.

  WhereSettings › Data & backups

• Clear data

  Clear a date range or everything, always with a count, a backup offer and a typed confirmation. Your name and address stay.

  WhereSettings › Data & backups › Clear data

• Help & diagnostics

  The version, problem reports to share or clear, What's new, Learn Press and redo setup.

  WhereSettings › Help & diagnostics

Setting up, bringing your records with you, and a sample business to try it all on first.

• Setup in three stages

  One page of what Press does, then about you (your country, read from the phone, your trade and name), then an offer of a short lesson on each page.

  Wherefirst open, or Settings › Help & diagnostics › Redo the setup questions

• Bring your records in at setup

  A Squeegee backup, a bank statement, a spreadsheet, or start from today.

  Wheresetup

• Switch features on at setup

  Put customers on the map, read bank texts for money in, read receipts from photos, remind me about dates, send a report when something breaks.

  Wheresetup

• Learn Press

  A minute on each bottom-bar page, shown on a sample business so your books aren't touched. The page dims and points at one thing at a time. It remembers where you got to, and a reminder sits in the shade.

  WhereSettings › Help & diagnostics › Learn Press

• Go deeper guides

  Reading a day and Reading a call, linked from the Diary lesson.

  WhereLearn Press › Go deeper

• The sample business

  A made-up window cleaner with three years of trade, route lists, vans and invoices, kept in a separate file from your records, so you can try everything first.

  WhereSettings › Testing › Use sample data

• Opening screen

  Press opens on its logo and name with a moving line, not a white page, and it is dark on a dark phone.

  Whereopening Press

• The bottom bar

  Home, Records, Van & gear and Diary, icons only with a dot under the page you're on. Tap the tab you're on to go back to its top.

  Wherebottom of the screen

• Back goes where you came from

  The ‹ link names the page, and the phone's back does the same, across tabs.

  Whereeverywhere

Backups, imports, reading bank notifications and receipts, and what happens when something goes wrong.

Backups and restore

• Automatic daily backupsSets Press apart

  To a folder you pick (outside Press, so they survive an uninstall), keeping three.

  WhereSettings › Data & backups › Back up every day

• A copy before every update

  That changes how your records are stored.

  Whereautomatic

• Receipts and attachments in the backup

  Copied into the backup folder too, fifty a day.

  WhereData & backups › Include receipts & attachments

• Export a backup file by hand

  WhereData & backups › Export a backup file

• Restore from a file

  With "Keep what I have" when a record changed in both places.

  WhereData & backups › Restore from a file

Bringing records in

• Import a Squeegee backup

  Customers, invoices, jobs, every visit, route lists in driving order, services, notes, quotes, payment types, bank details, wordings and mail server. It checks first with a dry run and shows counts before writing.

  WhereSettings › Data & backups › From Squeegee

• Squeegee's schedule, or Press's

  When Press already has a schedule, it asks whether to keep Press's or apply Squeegee's, and takes a save point first.

  WhereSqueegee import

• A re-import never doubles money

  And old due calls can be marked skipped in one press.

  WhereSqueegee import

• CSV import with a column wizard

  Any CSV of income, expenses, customers or invoices. You say what each column means. Cancelled invoices are left out.

  WhereSettings › Data & backups › From a CSV

• Bank or card statements

  CSV, PDF or a photo. It shows what it already has, what it might have and the rest grouped by who, leaves out transfers between your own accounts and never double counts.

  WhereSettings › Banking and receipts › A bank or card statement

• Share files into Press

  PDFs, receipt photos and text from other apps land in Press.

  Whereyour phone's Share menu › Press

Bank notifications

• Money in from bank notificationsSets Press apart

  Press watches the notifications from your banking app and Stripe payouts, and offers each payment to check. It never records one by itself. Works with Revolut, N26, AIB, Bank of Ireland and PTSB. Android only.

  WhereSettings › Banking and receipts; items land in Inbox › To check

• Card spends and direct debits tooSets Press apart

  Never assumed to be business costs.

  WhereInbox › To check › Money out

• It works with Press closedSets Press apart

  Keeping the time your bank posted it.

  Whereautomatic

• Who it came fromSets Press apart

  The name on the payment suggests a customer, but nothing is linked until you say so.

  WhereInbox cards

• A quiet standing notice

  In the notification bar while watching is on, with counts.

  Wherephone's notification bar

Reading receipts

• Receipts read on the phoneSets Press apart

  No cloud and no signal needed. It reads the total, date, supplier and each line.

  Wherescanning a receipt

• It checks your figuresSets Press apart

  Against the document and flags what it guessed.

  Whereentry form

• Fuel receipts file themselvesSets Press apart

  Under Fuel with their litres.

  Wherescanning

• Several photos of one invoice become one expenseSets Press apart

  And it refuses if two pages disagree about the total.

  Wherescanning

• The receipt trimmed on screen

  Your photos are never altered.

  Wherereceipt viewer

• Watch your camera and screenshot foldersSets Press apart

  Press picks out receipts, files them into a folder you choose, and puts every move back in one tap. How sure it must be is your setting.

  WhereSettings › Banking and receipts › receipt folders

• Read everything, or look further back

  A week, a month, three months or all, counted first.

  WhereBanking and receipts › Look now

Reminders and notifications

• Renewal notifications

  On the phone before a date is due.

  Wherephone notifications

• What's new

  What changed in each update, tagged New, Changed or Fixed, mentioned once after each update.

  WhereSettings › Help & diagnostics › What's new

When something goes wrong

• Problem reports

  A crash or a worked-around fault leaves a report you can share, and Press can send reports itself (you can turn that off).

  WhereSettings › Help & diagnostics; switch in Settings › Testing

• "Press hit a problem" screen with Restart Press

  Instead of a white page.

  Whereafter a crash

• Screens explain a failure

  Instead of going blank, with Retry.

  Whereany list

• The loading sign

  A line runs round the screen edge and the corner mark's pills trade while Press reads your books, but only if it takes more than a moment.

  Whereanywhere