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Skileo for service businesses

From first quote to final invoice. Without the chaos.

Quote the customer, organise the job, send the invoice and see when it's paid. One tool, and nothing typed twice.

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Accounting

Quotes your customers can say yes to.

Send the quote by email. Your customer accepts it online, and you see what's pending, accepted and rejected.

Accepted onlineThe customer accepts or rejects the quote on its own page.
Expiry dateSet how long the price holds.
Quote conversionHow many of your quotes become jobs.
Projects

Every job, and who's on it.

A project for each job, with its customer, its stage and the tasks to do. Everyone sees what's theirs.

Your stagesBooked, in progress, waiting for the customer, done. You name them.
Tasks with an ownerOne person, one due date, and the files and comments in the task.
Job templatesThe job you do every week, saved with its tasks, ready to start again.
Accounting

Invoice when the job's done. Know when it's paid.

The accepted quote becomes the invoice, and customers can pay it online. On the paid plans, your bank sits next to your invoices.

From quote to invoiceNo retyping: the accepted quote opens as an invoice, ready to check and send.
Online paymentCustomers pay the invoice online, through Stripe.
Bank matchingOn the paid plans, match each payment to its invoice and see what's still owed.

And everything around the job.

Regular customersFor the contract you bill every month: set up the invoice once, generate the next one in a few clicks.
Supplier billsDrop the PDF. Skileo fills in the fields and keeps the due date.
Time on the jobA timer on the task shows how long the job really took.
Who's in this weekYour team's time off on one calendar, before you promise a date.
Customers and suppliersOne list, prospects included.
On your phoneSkileo runs in the browser, so it's with you on site.

One tool, from the quote to the bank.

Accounting holds your customers, quotes and invoices. Projects organises the work for them. Human Resources keeps your team's time off and timesheets. Same login throughout.

AccountingProjectsHuman Resources

Questions service businesses ask

What kind of service business is Skileo for?

Businesses that sell their time and skills, and whose work goes quote, job, invoice: IT support, cleaning, training, translation, design, maintenance. From one person to a team of 50.

Does Skileo do appointment booking or dispatching?

No. Skileo has no booking page for customers, no route planning and no dispatch board. You organise jobs as projects and tasks, with owners and due dates. If you send technicians out by the hour, you need a field-service tool.

Can a customer accept a quote online?

Yes. The quote you send has its own page, where the customer accepts or rejects it and downloads the PDF. An accepted quote becomes an invoice without typing it again.

Can customers pay online?

Yes. Connect your Stripe account, and each invoice has its own page where the customer pays, in full or in part. The payment is recorded on the invoice.

Can my employees see their jobs?

Yes. Invite them, and they sign in to their own space: they see the projects you've added them to and their tasks, and log their own time. They don't see rates, costs or budgets.

Is there a free plan?

Yes. Free includes 60 invoices a year, unlimited quotes and up to 5 employees, with no credit card and no time limit.

You have a question? Talk to us.

Send your next quote from Skileo.

Free up to 5 employees. All of Skileo in every plan.

No credit card needed Unlimited time on Free plan.