The Back Office

Sorting out all
the stuff you can't
be arsed with.

Jan runs the office. Tony handles the quotes. Sandra chases the payments. All over WhatsApp. No app, no faff, no typing.

📄
Quote Sent
Mrs Johnson — £4,200
📅
Job Scheduled
Tues 25th Feb
Scroll
1.2M+
UK sole traders
62%
Still using paper or nothing
£4.8B
Lost to late invoices annually
0
Tools built for how they work

Three steps. Zero faff.

No app to learn. No software to install. Just WhatsApp — the thing you already use 200 times a day.

1
🗣️

You Talk

Fire off a voice note or text on WhatsApp. "Tony, quote Mrs Johnson for a bathroom refit, three days labour plus materials." Done.

2
🦀

The Crew Handle It

Jan runs the office. Tony handles the quotes. Sandra chases the payments. All automatic.

3
📊

You Check the Dashboard

Everything's there. Jobs, money in, money out, who's where. One clean dashboard. No spreadsheets, no shoeboxes of receipts.

Jan
"Right, that quote's gone. Two invoices outstanding — want me to chase them Monday?"
Jan · Head of Invoicing · The Back Office

Everything a tradesperson actually needs.

No bloated software. No features you'll never use. Just the stuff that keeps the money coming in and the jobs running smooth.

📝

Quoting

Professional PDFs in seconds

Voice note the details, get a branded PDF quote sent to your client. Itemised, VAT calculated, looking proper professional. Tony handles the lot.

💷

Invoicing

Auto-generated & payment chasing

Quotes convert to invoices with one message. Payment links included. And if they don't pay? Sandra chases them so you don't have to have that awkward conversation.

📅

Scheduling

Who's where & when

Book jobs, assign your crew, see your week at a glance. Andy sends morning briefs to your team so everyone knows where they're going before they've finished their brew.

🧾

Expenses

Snap & log receipts

Photo a receipt, send it to WhatsApp. Big Al logs it, categorises it, ready for your accountant. No more carrier bag full of crumpled receipts at tax time.

👥

Team Comms

Morning briefs & updates

Your crew gets automated morning briefs — what job, what address, what time. No more 6am phone calls asking "where am I going today?"

📱

WhatsApp Native

No new apps to learn

It all runs through WhatsApp. Voice notes, photos, texts, forwarded emails, receipt snaps — whatever's easiest. John handles the tech so you don't have to.

Tony
"Give me 30 seconds and a voice note. I'll give you a quote so professional your client will think you've hired an accountant."
Tony · Head of Quotes · The Back Office

Meet the people
the crew works for.

Built for the people who actually do the work. No software training. No app downloads. Just WhatsApp — the way you already use it.

0:25
01 / Meet Jan
She's been waiting
for your call.
Voice note in. Professional quote out. Jan's on it before you've started the engine.
0:18
02 / How It Works
Scribbled notes
become invoices.
Snap a photo of your handwritten quote. Jan reads it, builds the invoice, sends it. Done before you get to the van.
The Back Office · Value Calculator

What's your admin actually costing you?

Pull the sliders. Jan'll tell you straight.

Hours on admin per week 8 hrs
Your day rate £200
£800
Lost to admin per month
4.3 days
Off the tools per month
34 hrs
Back in your pocket
Jan's Verdict
£9,600
a year. Gone.
That's a new van. Or 8 weeks' holiday. Or just... yours again.
The Back Office — £39/mo saves £800/mo
Costs 4.9% of what you're losing. First month pays for itself.
JAN
Right. 8 hours a week on invoices and quotes. That's not admin — that's a second job you're not getting paid for. Sort it out, love.

Based on Xero research: UK micro businesses spend an average of 15 hours per week on financial admin.

Get Early Access →
14-day free trial. No card needed. No faff.

Your Back Office team.

Seasoned pros who've been running back offices since before spreadsheets were invented. They don't do sick days, holidays, or excuses. They just get it done.

Jan — Office Manager Online
Jan
Office Manager

"Nobody dodges my invoices, love. I'll chase your payments with the tenacity of a woman who's been told the last prawn cocktail's gone. They always pay."

🦀
Tony — Accounts Online
Tony
Accounts

"Give me 30 seconds and a voice note. I'll give you a quote so professional your client will think you've got a proper office behind you. You haven't. You've got me."

🦀
Sandra — Secretary Online
Sandra
Secretary

"Receipts in a shoebox? Invoices all over the place? Not anymore, love. I'll get your paperwork sorted and sent to your accountant so neat they'll think you've finally got your act together."

🦀

Answers from the people who do the doing.

Real questions. Straight answers. No jargon. No corporate waffle. Just the crew telling you how it actually works.

T
Tony
Accounts

"How do I send a quote without spending my whole evening on it?"

You don't. You send me a voice note from the van and I build a branded PDF quote in under 2 minutes. Itemised, VAT sorted, sent to the client. You don't type a thing.

Ask Tony →
J
Jan
Office Manager

"How do I chase a late payment without it being dead awkward?"

You don't chase them. I do. Automatic reminders, escalating in tone. Polite at first, then firmer. You stay friends with the client. I get you paid.

Ask Jan →
S
Sandra
Secretary

"How do I get my paperwork to my accountant without losing my mind?"

You don't even think about it, love. I gather your receipts, invoices, and expenses, sort them properly, and send them straight to your accountant. Neat, tidy, on time. They'll think you've had a personality transplant.

Ask Sandra →

From site visit to invoice paid. Effortless.

Here's what a typical day looks like when you've got The Back Office in your corner.

🏠
8:30 AM
Site Visit
Check the job, figure out what's needed, have a brew with the client.
🎤️
8:45 AM
Voice Note to Tony
Walk back to the van, fire off a quick voice note with the job details.
📄
8:47 AM
Quote Sent
Tony builds a professional PDF quote and sends it to the client. Two minutes flat.
9:15 AM
Job Booked
Client accepts. Andy puts it in the diary. Team notified. You're on the next one.
💰
5:00 PM
Invoice Paid
Job done, Jan sends the invoice automatically, payment lands in your account. Sweet.

Everything. One screen.

WhatsApp runs the day-to-day. But when you want the full picture — jobs, money, clients, schedule — it's all here. No spreadsheets. No guessing.

TheBackOffice
Mellor Trades Group
M

Morning love

Sunday 8 March
Active Jobs
2
Quotes Out
7
Overdue
1
Owed
£530
No sites scheduled today
⚠ Overdue Invoices
Mrs Smith
JAN-INV-001 — due 05/03/2026
£530
☀️Today
📋Jobs
👥Clients
💰Money
📅Schedule
TheBackOffice
Mellor Trades Group
M

Jobs

5 active
Hallway + Living RoomInvoiced
Mrs Smith — TBC
£530
Kitchen PaintingQuoted
Mr Patton — TBC
£990
Box Room ConversionQuoted
Jenna Mellor — TBC
£1,470
Bathroom + LandingScheduled
C. Johnson — 2 Mar
£730
☀️Today
📋Jobs
👥Clients
💰Money
📅Schedule
TheBackOffice
Mellor Trades Group
M

Clients

6 clients
Jenna Mellor
1 job
£1,470
Christian Johnson
1 job
£730
Sarah Patton
1 job
£13,280
Sandra Carline
1 job
£1,610
Mrs Smith
3 jobs
£2,250
Adam Patton
0 jobs
☀️Today
📋Jobs
👥Clients
💰Money
📅Schedule
TheBackOffice
Mellor Trades Group
M

Money

This month
Invoiced
£530
Paid
£0
Outstanding
£530
Gross Profit
-£35
⚠ Overdue
Mrs Smith
Due 05/03/2026
£530
Expenses
£35.31
Client Hospitality
☀️Today
📋Jobs
👥Clients
💰Money
📅Schedule
TheBackOffice
Mellor Trades Group
M

Schedule

This Week
Mon
Tue
Wed
Thu
Fri
Charlie
📍
📍
Andy
📍
📍
Lee
Simon
Mike
Dave
Matt J
Booked Available
☀️Today
📋Jobs
👥Clients
💰Money
📅Schedule

Simple pricing. No surprises.

Start free. Pay less than a day rate when you're ready.

🌱

Free

Try Jan out

Free

Forever

  • 3 quotes / invoices per month
  • WhatsApp voice & text
  • Single user
  • TBO branded invoice footer
Get Started
🔧

Solo

One-person business

£ 39 /mo

+ VAT

  • Unlimited quotes & invoices
  • WhatsApp voice & text
  • Expense tracking & chasing
  • Dashboard & iCal sync
Get Started
🏆

Pro

Unlimited team

£ 149 /mo

+ VAT

  • Everything in Crew
  • Unlimited users
  • Custom domain email
  • White-label & API access
Get Started

10 professional templates.
Your colours. Your logo.

Every quote and invoice Jan sends looks like you hired a designer. Pick a template, set your brand colour, and you're done. Toggle between invoice and quote with one tap.

Hartley Plumbing
INVOICE
£3,510.00
Slate
Clean & Corporate
Hartley Plumbing
INVOICE
£3,510.00
Linen
Warm & Editorial
Hartley Plumbing
AMOUNT DUE
£3,510
INVOICE
Signal
Dark Sidebar
HARTLEY PLUMBING
INV-0047
£3,510.00
Grid
Technical & Precise
INV
Hartley Plumbing
£3,510.00
Bold
Confident & Modern
Hartley Plumbing
Invoice
£3,510.00
Minimal
Elegant & Refined
Hartley Plumbing
INVOICE
£3,510.00
Noir
Dark & Dramatic
Hartley Plumbing
INVOICE
£3,510.00
Stamp
Retro Receipt
Hartley Plumbing
INVOICE
£3,510.00
Arc
Modern Fintech
HARTLEY
INVOICE
£3,510.00
Builder
Heavy Industrial

All templates include a live colour picker and invoice/quote toggle. Your brand, your way.

Try The Interactive Demo →

Got questions? Sound.

Nope. It all runs through WhatsApp — the app already on your phone. You also get a web dashboard to see everything in one place, but the day-to-day is all WhatsApp.

You message the crew on WhatsApp — voice note or text — and they handle your quotes, invoices, scheduling, and more. Tony does quotes, Jan does invoices, Sandra chases payments, Big Al tracks the numbers, Andy handles scheduling, and John sorts the tech. 🦀

Absolutely. 14-day free trial, no credit card needed. If it's not for you, just stop using it. No awkward phone calls, no cancellation forms, no drama.

100%. We use bank-level encryption, your data is stored in UK data centres, and we're fully GDPR compliant. Your client info and financials are locked down tight.

Get in touch and we'll sort you out with a custom plan. We're flexible — we know every business is different.

We're integrating with Xero, QuickBooks, and FreeAgent. Your expenses and invoices can sync straight across, so your accountant doesn't have to chase you anymore.