Company Information
Company Registration
Bank Details
Shown on client invoices under Payment details
Accounting Integration
Connect to your accounting software to sync invoices and payments
Sage
Sage Accounting
Automatically sync invoices, payments and supplier costs with Sage. Eliminates double-entry and keeps your accounts up to date.
Sage Connection Settings
Found in Sage > Settings > API Credentials
Sync Options
Sync Client Invoices
Push invoices to Sage when payment stages are reached
Sync Supplier Costs
Push subcontractor and material costs to Sage as purchase invoices
Sync Payment Receipts
Record client payments in Sage when marked as received
Auto-reconcile VAT
Automatically calculate and record VAT on all transactions
Other Integrations
QB
QuickBooks Coming Soon
Alternative accounting integration for QuickBooks users
Project Defaults
Applied when clients pay suppliers directly
Payment Milestones
Default payment stages for new projects
| Stage | Milestone | Description | % | |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| Total | 100% | |||
These default categories pre-populate every new project's Estimate tab - users tick to include / exclude and set amounts per project. The descriptions then flow through into the Specification stage as the detailed scope of works.
Labour Defaults
42 categories
General Site LabourGeneral Labour10 defaults
- General day to day site labour, waste management, meeting deliveries & tidying
- Strip wallpaper from any rooms
- Remove & dispose of curtains, tracks, blinds
- Remove & dispose of any skirtings, architraves, window boards & plastic trim
- Remove & dispose of all internal doors and door furniture
- Remove & dispose of existing kitchen & utility units, worktop and appliances
- Remove & dispose of WC, bathroom, ensuites sanitary ware
- Remove & dispose of all electrical fixtures, fittings, lighting and heating connections
- Remove & dispose of floor coverings ie carpet, underlay, old laminate / vinyl flooring
- Remove and dispose of all wall / floor tiles
Demolition & Site Prep2 defaults
- Driveway protection - OSB
- Install Heras fencing to perimeter
Groundworks3 defaults
- Excavate to required depth and dig footings
- Use shuttering timber if required to sides of footings
- Pour concrete footings
Drainage2 defaults
- Install foul drainage connections
- Connections for Rain Water drainage
Sub & Super Structure6 defaults
- Lay blockwork sub-structure
- Lay concrete blinding layer
- Install block and beam sub-floor
- Install ground bearing slab
- Build internal walls from lightweight thermalite blocks
- Build external walls from brick and dense blockwork
Structural1 default
- Install steel beams as specified by Structural Engineer drawings
Carpentry - Roofing5 defaults
- Create new roof structure, including ashlar walls and 1st floor joists
- Lateral restraint to be provided with 30x5 galvanised MS restraint straps
- Openings for Velux windows in roof as per plan
- Construct Dormer as per spec
- Build flat roof as per spec including insulation
Carpentry - Exterior Plastics3 defaults
- Fit fascia board and soffit, fascia and corners
- Fix guttering and connect downpipes
- Soffit ventilation
Roofing3 defaults
- Strip roof and remove and dispose of tiles, felt and batten
- Install membrane and fit battens
- Flat roofing - single ply membrane
Fenestration0 defaults
No default descriptions. Add one below.
Insulation & Vapour Barrier - Floor0 defaults
No default descriptions. Add one below.
Floor Screed0 defaults
No default descriptions. Add one below.
Under Floor Heating0 defaults
No default descriptions. Add one below.
Electrics21 defaults
- Make safe electrics and connect temp site power
- Run all new electric cables from fuseboard to sockets and switches
- Install Switch & Socket Outlets
- Install Dimmer Switches
- Install Shaver / Mirror Light
- Install Recessed Lighting
- Install Wall & Pendant Lighting
- Install Under Cabinet Lighting
- Install 5amp Lighting
- Install Staircase Lighting
- Install Niche Lighting
- Install Fire & Smoke Safety
- Install Telephone / Internet / Networking
- Install TV Points
- Install TV & Soundbar
- Install Speakers
- Complete Earth Bonding
- Install Fuseboard
- Install Ceiling Fans
- Install External Lighting
- Install External Power Points
Satellite & Aerials1 default
- Install Satellite Dish and connect LNB
Alarm Systems0 defaults
No default descriptions. Add one below.
Ventilation & Mechanical Extraction2 defaults
- Hob - Extraction
- Bathroom, Ensuite, WC, Utility - Extraction
Renewables - Solar Panels & Battery Storage0 defaults
No default descriptions. Add one below.
Plumbing - Hot, Cold & Waste5 defaults
- Install temporary water supply
- Hot & Cold pipework supplies to kitchen, bathroom, ensuite, WC, utility
- Waste pipework connections for kitchen, bathroom, ensuite, WC, utility
- Connect kitchen / utility sink to waste pipework and install tap
- Connect outside tap
Plumbing - Heating10 defaults
- Drain down existing heating circuit
- Drain Water storage tank
- Cut off Gas supply
- Install flow and returns to boiler
- Hang boiler and connect flue, gas and heating pipework
- Connections for water storage cylinder
- Hang new radiators and fit TRVs
- Hang and connect towel radiators
- Commission boiler, and balance heating systems
- Check all gas supplies and complete Gas Safe test and completion certificate
Plumbing - Sanitary-ware3 defaults
- Lay shower tray and fit to waste pipework
- Install wall hung WC frame and connect waste
- Fit bath / shower and screen, basin & tap, WC and seat
Water Softener3 defaults
- Install Twin tank water softener & pipework
- Install Monarch Scale-out
- Install Aquabion inline scale reducer
Carpentry - 1st Fix8 defaults
- Install floor joists
- Install ceiling joists
- Install caber flooring
- Install Studwork
- Install boxings for bathroom / ensuite / WC
- Install door linings
- Install staircase, handrail and balustrade
- Install window boards
Carpentry - 2nd Fix2 defaults
- Fit skirting
- Fit architrave
Carpentry - Internal Doors4 defaults
- Hang internal doors
- Fit handles, hinges, latches, locks, turns, bolts
- Fit door stops
- Trim doors to suit flooring
Carpentry - External Doors2 defaults
- Install external door frame and hang door
- Install steel security door
Carpentry - Kitchen & Utility4 defaults
- Dry-fit kitchen and utility base units and wall cupboards
- Install worktop
- Fit appliances
- Cut and fix plinth to suit flooring
Plastering2 defaults
- Apply bonding coat and hardwall all cable / plumbing chases
- Make good, prep and plaster rooms complete
Metal Frame Ceilings1 default
- Install m/f ceiling
Insulation - Walls & Ceilings1 default
- Studwork to have fibre glass / acoustic insulation
Rendering0 defaults
No default descriptions. Add one below.
Fireplaces & Log Burners0 defaults
No default descriptions. Add one below.
Air Conditioning2 defaults
- Install internal wall or ceiling hung units
- Install external fan units
Technology1 default
- Install RJ45 networking cable
Stairs0 defaults
No default descriptions. Add one below.
Balconies & Railings0 defaults
No default descriptions. Add one below.
Tiling3 defaults
- Part tile
- Fully tile
- Fit tile trims
Fitted Furniture4 defaults
- Wardrobes
- Bookcases
- Shelving
- Alcove units
Flooring3 defaults
- Install underlay and lay Luxury Vinyl Tile (LVT)
- Install underlay and lay carpet
- Fit anti-fracture matting and lay stone tiles
Decorating5 defaults
- Prepare and spray mist-coat of white contract emulsion to all new plastered walls and ceilings
- 2no. top coats of vinyl matt emulsion to all walls
- 2no. top coats of fast matt emulsion to all ceilings
- Undercoat & 2no. top coats of satinwood to all woodwork
- All internal doors come UNFINISHED so decoration is required
Mastic & Sealants2 defaults
- Clean and prep area for sealant
- Supply & fit coloured sealant to kitchen, bathroom, wc, ensuite and window edges
Finishing & Cleaning2 defaults
- Professional builders clean of working areas
- Leave property ready for clients to move in
Logo
Used in the app header and on every exported PDF
No custom logo
Upload a PNG or JPG. Recommended: 400 x 200 px or larger on a transparent background. Used everywhere the William Bowley logo appears.
Colours
Drives buttons, links, accents across the app and exports
Users
| Name | Role | Status | |
|---|---|---|---|
| Nick Turner | nick.turner@williambowley.co.uk | Admin / Owner | Active |