The first week.
Nothing to set up. She asks five things over seven days, one at a time, and every answer makes her better at your job.
Day one. You say hello.
Billie
online
Hi Billie
I keep the books for people who run jobs. What should I call you?
She asks what you do.
Billie
online
Dan
Dan. What do you do?
Plumber
The first job, and what the invoice will look like.
Billie
online
Tell me a job. Like this: Smith, 2 hours, boiler.
Jones, 3 hours, radiators
The rate.
Billie
online
What's your hourly rate?
90
✓ Jones · 3h · radiators (270.00 at 90/h). That's the first line of your invoice.
Day three. Who gets your invoices.
Billie
online
Who gets your invoices, the customer or a company?
Customer, by text
A close-out, and who owes you.
Billie
online
Close Jones
INVOICE 0001 · Labour 3h 270 · Total 270.00 · Due in 7 days.
Who owes me
Jones · 270.00 · 9 days.
A chaser, in your name.
Billie
online
Chase Jones
Hi Mr Jones, a reminder that invoice 0001 for 270.00 is now due. Thanks, Dan
Day seven.
Billie
online
That's your week. 6 jobs, 14 receipts, 4 invoices out.
Free for a week. No card to start. Cancel by text.