Five jobs off your hands. All joined up.
You talk to Lisa like a person, by text or voice note. She does the typing, and asks you before anything new.
She answers the calls you miss.
When you can't pick up, Lisa texts the caller back within seconds, as your assistant. She finds out the job, asks for a photo and the postcode, and offers times that fit around the jobs you've already got. You approve with one tap; she confirms and reminds them the day before.
- You keep your own number. Calls you don't answer are passed to Lisa.
- Anything unusual comes straight to you, and she goes quiet.
- You set it up yourself in the app. It takes a couple of minutes.
Invoices from a voice note.
Tell her the job's done the way you'd tell a mate. She already knows the customer, the address and the price, because she booked it. The invoice goes out with a link to pay by card.
- Parts matched to the receipt you sent her.
- Your prices, your wording, your business name on it.
Chases until it's paid.
A friendly reminder the day after it's due, and a firmer one at two weeks. The evening before, she checks with you they haven't already paid by bank transfer. You see who's paid and who hasn't without opening a spreadsheet.
- Polite, always. No threats and no fees, so your regulars stay friends.
- A final notice only ever goes when you say so.
- Anyone who replies to her comes straight to you, and she stops.
Your tax, put aside as you go.
Every time money comes in, Lisa works out the income tax and National Insurance on the profit and tells you what to move to your tax pot. She knows every job address, so your mileage logs itself.
- No January surprise. The pot fills week by week.
- Your records are digital from day one, which is what Making Tax Digital asks for.
Monday morning, in thirty seconds.
A short briefing: what came in, what's owed, what to put aside, and your business score out of 100 with the one thing that would raise it.
- The score looks at cash, money owed, tax set aside, the books and the work booked ahead.
- If there's nothing worth saying, she doesn't say it.
Ready for your accountant, all year.
Every invoice Lisa sends, payment she sees, receipt she reads and cost she sorts goes into Xero or FreeAgent as it happens. No software? Lisa keeps the books for you, and hands them over in one tap at the year end.
- Nothing to re-key at the year end
- Receipts matched to the job they were for
- Your accountant opens tidy books, not a carrier bag
Questions
Do my customers need an app?
No. They get ordinary text messages from your business's Lisa number, and a link if they want to pay by card.
Will Lisa pretend to be me?
No. She always says she's your assistant: “Lisa from Walsh Plumbing”, never Craig.
What if she gets something wrong?
Nothing new happens without your tap while she's learning how you work. Anything she isn't sure about comes to you, and she stops.
Do I need to change my phone number?
No. You keep your number. Calls you don't answer are diverted to your Lisa number, and you set that up yourself in the app.
Do I still need an accountant?
Lisa isn't an accountant. She keeps your books tidy, so your accountant's job is quicker and you're not paying them to sort receipts.
What software does she work with?
Xero and FreeAgent, as things happen. No software? Lisa keeps the books herself and hands them over at the year end.
Join the pilot
£19.99 a month