So what's your trade? Tell me about your business so I can customise your documents.
About You
Phone
Email
Business Address
Postcode
Website
Company Registration Number ?
VAT Registration Number ?
Google Review Link
?
Your Trade
Facebook
Facebook link or handle
Instagram
Instagram link or handle
X / Twitter
X / Twitter link or handle
Add Your QR Code ?
Tap to upload QR code
PNG or JPG
ChangeRemove
Add Qualifications ?
Tap to add document
PDF, PNG or JPG
+ Add Another
Add Your Business Logo
Tap to upload logo
PNG, JPG or SVG (shown on documents)
ChangeRemove
Add Your Brand Colours
?
Every quote and invoice you send is a chance to get your name known. Add your brand colours once and every document goes out looking professional, helping customers recognise and remember you above the competition.
Use the colours in my logo
Header
Accent
Background
Example
Ace TradesEXAMPLEQUOTE
Job Description
Parts£150.00
Labour£75.00
Total: £225.00
Reset colours ▾
Reset AllReset HeaderReset AccentReset Background
My Rates
Your jobs, your prices - make sure you're charging what you're worth.
Add Rates ?
Would you like me to fill in the average rates for your trade?
Yes, autofill pleaseNo, I'll add it myself
Hourly Rate
£
Half Day Rate
£
Day Rate
£
Call-out Charge
£
Save RatesChange Trade
My Services & Materials
Add the jobs and materials you use most - they'll be ready to drop into any quote.
Add ServicesAdd Materials
Would you like me to add typical services for your trade?
Yes, autofill pleaseNo, I'll add it myself
Would you like me to add typical materials for your trade?
Yes, autofill pleaseNo, I'll add it myself
← Back
Add Services ManuallyChange Trade
← Back
Add Materials ManuallyChange Trade
← Back
Add one by oneAdd in bulk
← Back
Service
Charge
£
Per Unit
Add
Description
Per Unit
Cost Price ?
£
Your Price ?
£
Add
Add Services in Bulk
My Services
My Materials
Adding: Services
Back
How would you like to add them?
Drag & drop or tap to upload
Format: Name, price — one per line
Paste here
One per line: Name, price
Download TemplateAdd
My Services & Materials
0 Added
Delete selected
AllServicesMaterials
Select all
Nothing on the list yet. Add the jobs you do most above.
My Preferences
How you'd like to get paid and how Lexi works for you.
How Would You Like to Be Paid?
Keeping your options open? Feel free to choose multiple payment methods.
Bank Transfer
Account Holder Name
Bank Name
Sort CodeSort code must be 6 digits (XX-XX-XX)
Account Number
Cash on Completion
PayPal
PayPal Email or Phone
Other
Payment Details
Auto send holding message ?
When a quote is accepted, skip straight to the holding message so you can send it in one tap.
TheCustomerTheWorkTheTermsThePreview
My Business InfoMy RatesMy Services & MaterialsMy Preferences
Who is this for?
✕ Exit
Customer Details
First Name
Last Name
Phone
Email
Add more details
Title
Optional
Address
Postcode
Reference ?
Date
Private Notes (not shown on document)
Save
What work are you doing for this customer?
My RatesMy ServicesMy MaterialsMy Photos
Tick the rate you're using. Change the price or hours if needed.
Add your rates in Settings (My Rates) to quick-pick them here.
Add one-off service not in your price list
£
Add Service
Scope of Work?
Write as much detail as possible - it protects you and your customer.
Be clear about exactly what you will do, and equally important, what is not included. This removes any room for misunderstanding and gives you solid ground if a dispute ever arises.
Example:
Will do: Remove existing toilet and soil pipe connector. Supply and fit new close-coupled toilet (customer to choose model). Reconnect soil pipe and water supply. Test flush and check for leaks. Make good any minor floor damage around the base.
Not included: Disposal of old toilet unit. Any tiling, flooring, or redecoration. Supply of toilet (unless agreed separately in writing).
Add one-off material(s) not in your price list
£
Add Material
Add before and after photos for this job, then choose which to include in the documents you send.
Before Photos (up to 3) Include before photos in documents
After Photos (up to 3) Include after photos in documents
Added Items
Nothing added yet.
What are your terms?
The TypeThe NumbersThe T's & C'sThe Signature
Is this an estimate or a quote?
?
An estimate gives your customer an approximate cost that can change depending on materials, labour and what the job throws at you. A quote is a fixed price. Only use this if you are completely sure the price won't change, no matter what.
Estimate
Quote
Discount
VAT
Subtotal£0.00
Discount-£0.00
VAT£0.00
Total£0.00
Duration
How long this quote or estimate stays valid.
Custom validity (days)
Terms & Conditions
Tick the terms you want, and change the numbers to suit the job.
Payment due within days of invoice date.Full payment due upon completion.A % deposit is required before work commences.Cancellation within hours of scheduled start date may incur a charge.
Additional Terms?
Write as much detail as possible - it protects you and your customer.
Be clear about exactly what you will do, and equally important, what is not included. This removes any room for misunderstanding and gives you solid ground if a dispute ever arises.
Example:
Will do: Remove existing toilet and soil pipe connector. Supply and fit new close-coupled toilet (customer to choose model). Reconnect soil pipe and water supply. Test flush and check for leaks. Make good any minor floor damage around the base.
Not included: Disposal of old toilet unit. Any tiling, flooring, or redecoration. Supply of toilet (unless agreed separately in writing).
Name of person signing
This is who signs off the document. Defaults to your name, change it if someone else is signing.
Authorised Signature Preview ?Automatic signature
Quote Preview
Customer First Name
Customer Last Name
Reference
Date
Jobs and Prices
Total
£
Add before and after photos on page 2
Message to Customer — sent alongside the document
My Jobs
View Spreadsheet
✕
What would you like to do next? Use the menu above to explore everything Lexi can help you with.
Do not show me this message again
New JobStart an estimate or quote for a customer
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Start Quiet Season✕
Show
Sort
Export CSV
Nothing here yet. Go land yourself a job.
Create your first quote
Loading your jobs…
View My Calendar
Calendar Export Removed
✕
This export is no longer part of Lexi. Your in-app calendar still shows job dates on supported plans.
Calendar export removed
1Press Download lexi-jobs.ics above
2Open your calendar app: Google → Settings → Import Outlook → Open calendar file Apple → File → Import
3Select the downloaded file — your jobs appear instantly
This is a one-time export. Repeat whenever you want an updated snapshot.
Got it
Lexi's Reference System
Every document gets a unique reference number automatically. It follows this format:
LEXI-103-270526
LEXI - your brand on every document sent to a customer.
103 - sequential job number, starting at 100 and going up with every new job.
270526 - the date the job was created (27 May 2026).
You can overwrite this with your own reference if you prefer a different system.
Got it
✕
EditPrintSaveSend
Back
Send Quote
Back✕
Customer First Name
Customer Last Name
Reference ?
Date
Jobs and Prices
Total
£
Add before and after photos on page 2
Message to Customer — sent alongside the document
Invoice
Back✕
Customer First Name
Customer Last Name
Invoice Reference ?
Invoice Date
Due Date
Payment Methods (tick all that apply)
Bank Transfer Cash PayPal Card Other
Add before and after photos on page 2
Notes
Receipt
Back✕
Receipt Reference
Customer First Name
Customer Last Name
Amount Paid
£
Payment Date
How was it paid? (tick all that apply)
Bank Transfer
£
Cash
£
PayPal
£
Card
£
Other
£
Add before and after photos on page 2
Notes
Money In
✕
Add another payment
Payment Type
Amount Received
£
Date Received
Who would you like to invoice?
✕
New Customer
Payment History
✕
Add Payment
Payment Type
Amount
£
Date
+ Add Payment
What would you like to edit?
✕
Customer DetailsJob DetailsMoney In
Before and After Photos
✕
Before Photos (up to 3)
After Photos (up to 3)
Send Receipt?
✕
Payment history shows funds outstanding. Do you still wish to send a receipt anyway?
Preview First?
✕
Would you like to preview first?
Do not show me this message again
New Job
✕
Is this for an existing customer or someone new?
Existing CustomerNew Customer
Choose Customer
✕
No customers found.
What would you like to send?
✕
Customer DocumentsEstimates, invoices and receiptsBusiness InfoDetails, payments, socials, QR and qualifications
← Back
Customer Documents
Estimate / QuoteSend the document to your customer
InvoiceSend an invoice to your customer
ReceiptSend a receipt for payment received
← Back
Business info
Business DetailsName, address, phone, email, website
You haven't uploaded a QR code yet. Would you like to add one now?
My QR Code
Back✕
Send My Business Info
Back✕
Tick what you want to include, then hit Send.
Preview
Customer Dashboard
✕
Customer Details
✕
Title
First Name
Last Name
Address
Postcode
Phone
Email
Private Notes
Edit Jobs
✕
Edit Job Terms
✕
Document Type
Estimate Quote
Subtotal£0.00
Discount-£0.00
VAT£0.00
Total£0.00
Discount
VAT
Valid For
Custom validity (days)
Terms & Conditions
Payment due within 30 days of invoice date. Full payment due upon completion. A 50% deposit is required before work commences. This quotation is valid for 30 days from the date shown. Materials are not included unless stated above. Cancellation within 48 hours of scheduled start date may incur a charge.
Additional Terms
Authorised Signature
Which business details would you like to use?
Your business details have been updated since this document was created.
✕
Use original details
Do this for all my existing documents
Use my current business details
Do this for all my existing documents
Chase Payments
✕
Hi Tom,
✕
Ready for your Free Break?
Sometimes you need to step back for a bit. No stress, no explanation needed.
Just tell me how long you need and I will take care of everything. Your business details, your jobs, your customers, your earnings. All of it stays safe with me for up to six months, completely free.
When you come back, we pick up exactly where we left off. One tap and you are back on the tools.
While you are in your quiet season you can still:
Chase any outstanding payments
View your job history and earnings
Check your customer records
Download your numbers
The only thing you cannot do is create new jobs. Everything else stays open.
Ready to take a break?
Yes Lexi.Maybe Later
Quiet Season
✕
How long is your quiet season?
1 month2 months3 months4 months5 months6 months
Chase Now
Start My Quiet Season
Your subscription pauses from your next billing date. You keep full access until then.
Your Quiet Season
✕
Everything is safe and waiting for you.
I am back. Let us go.
You are in your quiet season right now.
Everything is here waiting for you. Tap below when you are ready to get back on the tools.
I am back. Let us go.Not yet
How would you like to contact your customer?
✕
WhatsAppEmailCall
Send Email
✕
ToCopy
SubjectCopy
Message
📋 Copy Message
Quote Accepted!
Pick a date to book them in
Date
Time
Brilliant. Let's get the job booked in.
Get in!
Ask on WhatsAppNot NowDon't ask again for this job
Where are you going?
Can I ask why you want to leave?
ContinueActually, keep my account
🌿
Before you go...
Did you know I have a Quiet Season mode?
If work is slow or you need a break, Quiet Season pauses your account for up to 6 months - free. Your data stays safe and you can pick up right where you left off when you're ready.
Would you like to activate Quiet Season instead?
Yes - activate Quiet SeasonNo thanks, I still want to leave
I'm sorry to see you go
Just a reminder that once deleted, all your data is gone for good and it cannot be recovered.
Yes, delete everything and close my accountCancel - keep my account. You're welcome back any time.
My Earnings
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Templates
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