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From the work you do to the money you’re owed.

Take a look around a working demo business. See how invoices, parts, supplier bills and follow-ups fit together—then follow the guide for your own workflow.

Try Experi freeExplore the workflows
Dashboard with the selected Oakfield Garage workspace, invoice snapshot and unbilled-work totals.
The demo business at a glance. Invoice receipts and the wider revenue cards have different source coverage when Other Sales is enabled.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Oakfield Garage is a fictional demo. Screenshots are genuine application captures, not customer results. No real emails, payments or invitations were sent. Preview features and unconnected integrations are identified below.

Choose the job you want to get done

Workflow 01

Start with a clear workspace

Set up the right business, create a useful first draft and understand the dashboard before adding automation.

Free core tools; Pro reports and automation

Read the step-by-step guide →
Dashboard with the selected Oakfield Garage workspace, invoice snapshot and unbilled-work totals.
The demo business at a glance. Invoice receipts and the wider revenue cards have different source coverage when Other Sales is enabled.Fictional demo data · Captured 2 September 2026 · Open image for full size.
See 1 more screen from this workflow
Invoice table showing fictional draft, sent and paid workshop invoices.
Find the right invoice. Statuses and payment histories are synthetic examples; no email or money transfer took place.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 02

Invoice the job, not a blank page

Build a mechanic invoice using reusable labour and parts, then choose email delivery or a paper handover.

Templates, inventory and printing on Free and Pro; invoice limits apply

Read the step-by-step guide →
Mechanic invoice template applied to an unsaved form, with service and labour descriptions and blank price fields.
Start from a useful structure. Applying a curated template adds editable suggestions. Review every line and enter your own prices; no invoice has been saved or sent.Fictional demo data · Captured 2 September 2026 · Open image for full size.
See 3 more screens from this workflow
Invoice editor with the fictional client, dates, currency and reusable line items.
Build a clear customer invoice. Review prices, vehicle notes and payment instructions before issuing.Fictional demo data · Captured 2 September 2026 · Open image for full size.
Print dialog with draft-copy and Issue & print choices.
Choose how to print. Issue & print issues the invoice and posts stock once; a draft copy does neither. No print action was executed for this image.Fictional demo data · Captured 2 September 2026 · Open image for full size.
Draft workshop invoice with separate labour and parts lines and its action toolbar.
Review before handover. This is a draft, not proof of a delivered invoice or payment.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 03

Keep repeat work ready to recall

Create a useful item catalogue, record deliveries and returns, and understand what changes stock when invoicing.

Free and Pro

Read the step-by-step guide →
Inventory showing workshop products, services, stock quantities and low-stock indicators.
A catalogue for repeat work. Stock value is an operational estimate, not an accounting valuation.Fictional demo data · Captured 2 September 2026 · Open image for full size.
See 1 more screen from this workflow
Two reusable invoice templates for workshop servicing and mobile diagnostics.
Save a useful starting point. Saved templates do not copy the customer, invoice number, dates or sending schedule.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 04

Agree the work before billing

Prepare a clear estimate, follow its acceptance and convert agreed work without treating a quote as payment.

Free quote allowance; Pro for unrestricted core quoting

Read the step-by-step guide →
Quote list with fictional draft, sent and accepted estimates.
Track the work being agreed. Synthetic statuses illustrate the workflow; no acceptance or quote email was requested.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 05

Turn tracked work into billable work

Track billable work against a client project, review what remains unbilled and avoid charging for the same entry twice.

Pro

Read the step-by-step guide →
Projects list showing fictional servicing jobs and their billable work.
Keep work attached to its client. Example project values and progress do not represent customer results.Fictional demo data · Captured 2 September 2026 · Open image for full size.
See 2 more screens from this workflow
Time tracking with a timer, entry form and UK calendar-week totals.
Capture the work while it is fresh. No timer is running. Weekly totals cover Monday through today.Fictional demo data · Captured 2 September 2026 · Open image for full size.
Unbilled time and expense summaries grouped by client project.
Review what still needs invoicing. Only billable work not already linked to an invoice belongs here.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 06

Turn supplier paperwork into reviewed records

Keep supplier costs organised, review extracted bill fields and distinguish a bill from an expense or a stock receipt.

Pro; Email-to-Bill availability and limits apply

Read the step-by-step guide →
Bills list with fictional supplier invoices, pending balances and paid records.
Keep supplier costs visible. Paid examples are seeded records, not bank transactions.Fictional demo data · Captured 2 September 2026 · Open image for full size.
See 2 more screens from this workflow
Draft-bill review form with supplier, amount and date fields.
Review before confirming a bill. Manually seeded illustrative intake. The displayed confidence score is not measured extraction accuracy; no real email was received.Fictional demo data · Captured 2 September 2026 · Open image for full size.
Expense form with project, date, category, amount and billable controls.
Separate business costs from billable costs. Fictional expenses show the distinction between business costs and client-billable work.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 07

Know what is actually being chased

Use the dedicated Chasing view to distinguish automatic follow-up, paused work and invoices that need attention.

Free manual reminder allowance; Pro automation and recovery tools

Read the step-by-step guide →
Chasing filtered to fictional overdue invoices with automation turned off.
See the next follow-up. The search filters the rows; summary cards describe the workspace. No reminders were sent.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 08

Make repeat billing deliberate

Choose between a one-off scheduled invoice, a recurring series and Stripe Autopilot, and check what will run automatically.

Pro; connected-provider eligibility applies

Read the step-by-step guide →
Two fictional recurring monthly billing schedules, both paused.
Review the next billing cycle. Zero invoices generated by these schedules. Automatic sending remains disabled.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 09

Correct records without losing the history

Correct a customer charge without confusing the credit document, money returned and products put back into stock.

Pro credit notes; inventory on Free and Pro

Read the step-by-step guide →
Credit notes list with one fictional draft goodwill adjustment.
Review a correction before issue. No credit was issued, money refunded or stock returned.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 10

Share the business, keep control of access

Choose a team role, track the invitation, verify the selected workspace and revoke access when the job is finished.

Pro team creation and invitations; existing access revocation remains available

Read the step-by-step guide →
Team members with owner-controlled access revocation and a pending viewer invitation.
Control shared access. All colleague identities are fictional and disabled. No invitation email was sent.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 11

Understand what the numbers mean

Understand the dates, assumptions and source records behind each report instead of treating every total as cash in the bank.

Pro reporting; Tax Planner availability and eligibility apply

Read the step-by-step guide →
Cash-flow forecast with explicit calendar dates, separate overdue balances and weekly expected payments.
Read the forecast week by week. A forecast, not a bank balance. Estimated spending uses recent expenses and overdue invoices are kept separate.Fictional demo data · Captured 2 September 2026 · Open image for full size.
See 1 more screen from this workflow
Quarterly Summary with a record-review checklist, recorded income and expenses, and an explicit filing-status disclaimer.
Review the records for each period. A records checklist, not an MTD eligibility assessment, tax calculation or proof of an HMRC submission.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 12

See income beyond invoices

Record counter or ecommerce sales, classify business activity and understand management results without double-counting income.

Pro, availability-controlled rollout; may not appear in every workspace

Read the step-by-step guide →
Other Sales entry form and fictional workshop counter-sale summaries.
Record sales beyond invoices. Availability-controlled Pro preview. Manual sample records only; no ecommerce or payment account connected.Fictional demo data · Captured 2 September 2026 · Open image for full size.
See 1 more screen from this workflow
Financials with fictional business classifications, profit/loss and review warnings.
Review the bigger picture. Availability-controlled Pro preview. Management records are not a bank balance or HMRC submission.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 13

Check the evidence behind payment records

Review bank CSV matches before confirming them, then export the right workspace and period for your adviser.

Pro; bank CSV matching is separate from connected bank feeds

Read the step-by-step guide →
Bank reconciliation upload area explaining review and match confirmation.
Start with your bank CSV. Upload screen only. No bank statement imported or live bank feed connected.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 14

Give clients a clearer experience

Use a consistent client record, control private portal links and review service-agreement scope before requesting acceptance.

Free client allowance; Pro portal and agreement tools

Read the step-by-step guide →
Fictional client record with related invoices, quotes, projects and portal controls.
One place for the client relationship. The portal link has not been generated. Never publish private client access links.Fictional demo data · Captured 2 September 2026 · Open image for full size.
See 1 more screen from this workflow
Service agreements list showing a fictional draft fleet-servicing scope.
Keep the scope alongside the job. No signature or acceptance email was generated.Fictional demo data · Captured 2 September 2026 · Open image for full size.

Workflow 15

Make the workspace fit your business

Review branding, invoice defaults, message wording and API access while keeping billing, credentials and tax settings in the right scope.

Plan, role, verification and integration requirements vary

Read the step-by-step guide →
Two reusable invoice templates for workshop servicing and mobile diagnostics.
Save a useful starting point. Saved templates do not copy the customer, invoice number, dates or sending schedule.Fictional demo data · Captured 2 September 2026 · Open image for full size.