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The quote, the job and the invoice are one record.

For handymen, agencies, estate agents and consultancies. Every client, every quote and every unpaid invoice on one record — fiscalised here, priced flat, and working on a phone at a site with no signal.

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Firms that sell their time, and lose it in the gap between the quote and the invoice
FloorCodeHuchu MineThe Gate ShopsLux Liquor

Your trade's words on screen.One record underneath them.

Named the way your floor names it

Lots, seals, learners, terms and line items, not somebody else's nouns. Training becomes the shortest part of going live.

The standard modules underneath

Sell, Stock and Books are the same ones every edition runs. An edition is a configuration, never a fork.

It grows the same way

Another branch, another campus, another buying centre: a row appearing in a list you already had.

Monday 07:40 · owner’s screen
Pipeline · all staffNobody ran a report
Enquiry · 4US$3,100
Quoted · 6US$11,420
Booked in · 3US$6,240
Won · 2US$4,900
Open value · not yet invoicedUS$20,760
Nothing was typed twice
Quote #Q-1188Accepted
20mm conduit ×400US$1,240
Trunking ×60US$690
Delivery, MutareUS$120
Invoice #INV-3042US$2,050
Follow-ups · TuesdayTMT. Moyo
Call back Kudzai Farm Supply2 days late
Send revised quote Q-1191Due 11:00
Site visit · St Bridget CollegeThu
Chiller service · Lux LiquorMonthly
One record, three placesThe quote became the invoice, the balance sits on the customer's account, and Thursday's delivery is a dated task with a name on it.
One client, and everything you have ever agreed with them.A Monday morning at a four-person firm in Belgravia. The quote sent in February, the job that came out of it, the invoice that followed and the forty-one days it has been sitting there — on one record, in the order they happened.

You are not losing money in the work. You are losing it in the gaps between.

Join one · The quote

You priced it, you sent it, and then a busy fortnight happened. Nobody decided not to follow up — the follow-up just never had a date on it, and by the time you remember, they have used somebody else.

Join two · The job

The second visit nobody logged. The fittings bought out of pocket. The hour that ran to three. The job finished, the client was happy, and you still cannot say whether it earned anything.

Join three · The invoice

Work delivered in March, invoiced in April, and it is now June. Nobody is refusing to pay. Nobody has been asked, because asking requires knowing, and knowing lives in three different places.

One working day, and what the record does at each stop.

07:20

What is waiting on you

Four quotes sent and unanswered, two jobs booked for today, and an invoice that went out forty-one days ago. One screen, before the first phone call of the morning.

Today · T. Moyo2 overdue
  • Call Kudzai Farm Supply2 days late
  • Send revised Q-11911 day late
  • Deliver Mutare HardwareDue Thu
  • Chiller service · Lux LiquorRecurs monthly
  • Value on this listUS$8,610
09:45

A quote is accepted

The client says yes on WhatsApp. The quote becomes a job card carrying the same scope and the same price, so nobody retypes what was agreed and nobody argues about it in March.

Pipeline · this week14 open
  • Mutare HardwareQuotedUS$2,050
  • St Bridget CollegeQuotedUS$4,180
  • Kudzai Farm SupplyFollow up today2 days late
  • Quoted this week · 6 quotesUS$11,420

Oldest open lead 11 days

11:30

The job is worked

Whoever is on site logs the hours and the parts against the job itself. A second visit, an extra fitting, an hour that ran over — all of it lands on the card while somebody still remembers.

Job card WO-2214 · ADZ 4412In progress
  • Brake warningTue 06:40 by P. Chikafu
  • AssignedT. Moyo
  • Vehicle off the road2 days
  • Parts from storesUS$168.40
  • Labour · 4.5 hrsUS$91.60
  • Cost of this jobUS$260.00

Next service at 9,400 km.

14:15

Something changes on site

The wall is not what the quote assumed. The variation is priced and added to the same job, with the client's approval against it, rather than absorbed and remembered as a bad month.

Parts off Stock3 lines
  • Fuel filter ×2US$34.00
  • Battery 12VUS$96.00

Drawn by T. Moyo. Msasa store shows 6 on hand afterwards.

15:30

The invoice writes itself

Hours, parts and callout come off the job card. The invoice raises against the client it belongs to, and the ZIMRA fiscal receipt signs as it completes.

Invoices · account customers3 overdue
  • Chibuku HardwareAgeing 45 dUS$1,180.00
  • Sable ConstructionAgeing 38 dUS$3,260.00
  • Nyanga LodgesAgeing 31 dUS$1,450.00
  • Borrowdale ButcheryAgeing 24 dUS$980.00
  • Zvimba TransportAgeing 21 dUS$1,720.00
  • Mount Pleasant ClinicAgeing 16 dUS$750.00
  • Owed to youUS$9,340.00
17:00

The money, by age

Everything unpaid, oldest first, with what each client has historically taken to pay. A slow payer is a conversation on Thursday rather than a write-off in December.

Payments · this morning1 unmatched
  • Counter saleUSD cash · sale 4471US$10.00Matched
  • Counter saleEcoCash 8842 · sale 4471US$8.00Matched
  • Counter saleSwipe · batch 07US$254.00In batch
  • Chikomo HardwareOn account · INV-2044US$96.00Open
  • Not yet namedBank transfer · no referenceUS$212.00Unmatched
  • Taken this morningUS$580.00

Every quote carries the date you said you would come back

A quote is not filed when it is sent. It sits in a stage with a next action and a date against it, and on that date it appears on somebody's morning screen. If it is accepted it becomes the job without being retyped, carrying the scope and the price that were actually agreed. If it goes cold it says so, with the number of days on it, rather than quietly ceasing to exist.

  • Sent, viewed, accepted or gone quiet — the stage is on the quote, not in your head
  • An accepted quote becomes a job card with the same scope and the same figure
  • Repeat and retainer work reappears before the period lapses, not after
Explore Corelith CRM
Pipeline · this week14 open
  • Mutare HardwareQuotedUS$2,050
  • St Bridget CollegeQuotedUS$4,180
  • Kudzai Farm SupplyFollow up today2 days late
  • Quoted this week · 6 quotesUS$11,420

Oldest open lead 11 days

Pipeline · four quotes out · one gone quiet at 71 days

What this does

  • It puts a date on the follow-up, which is the whole of the discipline
  • It shows you which clients accept and which ones only ever ask for prices
  • It makes the work you already paid to win the cheapest work on the list

What it does not do

It does not find you clients, and it will not make anybody answer a quote they have decided against. What it changes is that you know which is which, on the day, instead of assuming the silence means no.

The job you have already won is cheaper than the one you are still chasing.

Most small firms here are excellent at the work and improvised at everything around it. The quote lives in a sent folder, the job lives in somebody's memory, and the invoice lives in a spreadsheet nobody opens on a Friday. Corelith does not make you better at the work. It stops the chain breaking between the parts you are already good at.

Join two · The job

The hours and the parts land on the job, where the job happened

Whoever is on site fills the card in on the phone in their hand: the time on the job, the parts off the van, the photograph of what was behind the wall, and the client's signature accepting it. A variation is priced and approved against the same job rather than absorbed. When the job closes, what it was quoted at and what it cost to deliver are both on it.

  • Hours logged against the job, per person, on the day they were worked
  • Parts come off stock at what they actually cost, not at what you guessed
  • Variations are priced, approved and attached — not remembered as a bad month
  • Sign-off happens on site, with a name and a time against it
See job cards in Maintenance
Job card #1042Open
  • RaisedS. Chirwa · 06:40
  • AssignedT. Moyo · 06:52
  • Parts off stock · 3 linesUS$130.00
  • Labour · 2.5 hrsUS$45.00
  • Job to dateUS$175.00

GEN-01 · 40kVA diesel · Msasa branch · will not crank

Join three · The invoice

The invoice is raised from the job, and it is fiscalised

Nobody retypes a job into an invoice. Hours, parts, callout and any variation come off the card, the invoice raises against the client it belongs to, and the ZIMRA fiscal receipt signs as it completes. The job is closed by the invoice being paid rather than by somebody deciding it feels finished.

  • One click from a closed job to an invoice that matches it line for line
  • The fiscal receipt signs against the invoice, in USD or ZWG at the day's rate
  • Part payments allocate to the invoice they settle, so the balance stays true
Explore Corelith Books
Invoices · account customers3 overdue
  • Chibuku HardwareAgeing 45 dUS$1,180.00
  • Sable ConstructionAgeing 38 dUS$3,260.00
  • Nyanga LodgesAgeing 31 dUS$1,450.00
  • Borrowdale ButcheryAgeing 24 dUS$980.00
  • Zvimba TransportAgeing 21 dUS$1,720.00
  • Mount Pleasant ClinicAgeing 16 dUS$750.00
  • Owed to youUS$9,340.00
Invoices · aged · two past terms
What you are owed

A debtors book that ages itself

Every unpaid invoice, oldest first, against the client who owes it and the terms they agreed to. A client's history is on their record, so you can see that this one has always paid at day forty and that one has never paid without being asked twice. The conversation happens while the work is still fresh in their memory.

  • Ageing by client, by invoice and by how long they have historically taken
  • Credit exposure visible before you agree to the next job for them
  • Statements go out from the same record the invoices were raised on
Mutare Hardware · ACC-0142Within limit
LIMITUS$200
USEDUS$60
AVAILABLEUS$140
  • Terms30 days from invoice
  • Oldest balance4 days
  • Last purchaseINV-3042 · 22 Aug

Going over the limit needs a manager, and the override keeps a reason.

Client · terms, exposure and how they have actually paid

Two things that are true of working here and are not optional.

Sign-offClosed
  • Tested on loadPassed
  • Closed12:05
  • SignedK. Dube, foreman
  • Downtime5h 25m

A job card is filled in, signed and photographed on the device whether there is a network at the property or not. It posts in order when the phone finds signal again, on the drive back or at the office.

The Gate Shops · Avondale14 Seke Road, Harare · VAT 220149104
  • Mazoe orange crush 2L×25.00
  • Bread, white loaf×11.10
  • Cooking oil 750ml×12.40
  • Sugar 2kg×12.85
  • Milk 500ml×32.85
  • Total USD14.20
  • VAT 15%1.85
  • ZWG equivalent476.55
  • Fiscal day0142
  • Receipt#48211
FD-004821 · signed 17:12:04

A deposit, a progress payment and a final settlement all allocate against the same invoice, in either currency, and each one signs its own fiscal receipt as it is taken.

Six firms selling their time. Six different things falling through.

Plumbers and electriciansThe worry

The van is the office, and the paperwork happens at ten at night.

What Corelith does

Quote from the kitchen, log the parts from the van, and have the invoice signed before you have driven home. The job card is filled in where the job was done rather than reconstructed afterwards.

Software and creative agenciesThe worry

You bill on milestones, and a month of somebody's time disappears between them.

What Corelith does

Hours sit against the engagement they were worked on, so a stage that ran forty per cent over is a fact you can see in week two rather than a margin you discover at the end.

Estate agentsThe worry

The commission is real, the timeline is long, and the follow-up is the whole job.

What Corelith does

Every listing, viewing and offer sits on the client record with the next action dated on it, so a deal does not go quiet because the person carrying it was busy for a fortnight.

Consultancies and professional firmsThe worry

Retainers renew quietly, and lapse just as quietly.

What Corelith does

Recurring work raises its hand before the period ends, and each client's file shows what has been delivered against what was contracted.

Security and facilities firmsThe worry

Guards, sites and shifts, billed monthly and argued about weekly.

What Corelith does

Rosters and attendance feed the invoice, so what a client is billed for is what was actually manned, with the hours behind it available when they ask.

Workshops and repairsThe worry

Half the job is parts, and the parts are somebody else's problem until they are yours.

What Corelith does

Parts come off stock onto the job at what they actually cost, so a repair quoted at a fixed price still tells you what it earned.

A foreign CRM will hold your client list. It cannot sign your receipt.

If you are registered for VAT here, the receipt you issue is a fiscal receipt whether you sold a fitting or four hours of somebody's Tuesday. Corelith is registered with ZIMRA to fiscalise directly against the FDMS, which is why the receipt signs from the invoice at your desk rather than through anybody else's box. Registered is not the same as endorsed, and we will not blur the two: ZIMRA does not approve, certify or accredit Corelith, and running it does not by itself make your business compliant.

  • Service invoices fiscalise the same way a shop's counter sale does
  • Signed virtually over your connection — there is no device to buy for this
  • Credit notes fiscalise against the invoice they are correcting
  • Included in the plan, not charged per invoice or per user
The Gate Shops · Avondale14 Seke Road, Harare · VAT 220149104
  • Mazoe orange crush 2L×25.00
  • Bread, white loaf×11.10
  • Cooking oil 750ml×12.40
  • Sugar 2kg×12.85
  • Milk 500ml×32.85
  • Total USD14.20
  • VAT 15%1.85
  • ZWG equivalent476.55
  • Fiscal day0142
  • Receipt#48211
FD-004821 · signed 17:12:04

The record exists because the work did

The invoice comes off the job card, and the fiscal receipt comes off the invoice. Nothing is entered a second time, so nothing can disagree with itself later.

What we do claim

What you still owe is not ours to say

We keep and produce the record. What your firm is obliged to file, and when, stays between you and your accountant — and we would rather say that here than have you find it out later.

What we do not

What the Services edition is made of

Corelith CRMClients & pipeline

The client record: contacts, quotes, stages, follow-ups with dates on them, and a balance that is visible before you agree to the next job.

Corelith MaintenanceJobs & work orders

Job cards, callouts, scheduled work and sign-off on site — with the hours, the parts and the photographs kept against the job they belong to.

Corelith BooksInvoices & money

Invoices raised off the job, the ZIMRA fiscal receipt signed against them, and a debtors book that ages itself instead of waiting to be assembled.

Corelith PayGetting paid

EcoCash, transfer, card or cash, allocated to the invoice it settles, so what is outstanding is a number rather than an argument.

Four things owners say before they put the client list on it.

“We are four people. This is for bigger firms.”

Four people is the size at which the chain starts breaking, because there is now more work in flight than one person can hold in their head. Start carries five users on one flat monthly figure, which for most firms this size is everybody, and the whole edition is in it — CRM, job cards, invoicing and fiscalisation.

“We already use a CRM.”

Most do, and it usually holds contacts well enough. What it generally cannot do is raise the invoice off the job, sign a ZIMRA fiscal receipt against it, and tell you what that job actually earned — so the client list lives in one place and the money lives in another, and reconciling them is somebody's Saturday.

“Our jobs are all different. Nothing standard fits.”

The pricing is different; the shape is not. A callout and a six-month engagement are both a client, a scope, a set of hours, some materials and an invoice. What changes is whether you bill on completion, on milestones or on a retainer, and all three are set up at onboarding on your own live work.

“Half our team is not office-based.”

That is the assumption the job card is built on. It is filled in on a phone at the property, works with no signal, and posts when the device finds a network. Nobody has to come back to a desk to record what they did — which is exactly the step that gets skipped.

“We were not slow at the work. We were slow at remembering what we had promised, and that is what was costing us.”

DirectorServices firm, Harare · PLACEHOLDER

The rest of the questions

Where you are registered for VAT, the receipt you issue is a fiscal receipt whether you sold goods or hours. Corelith is registered with ZIMRA to fiscalise directly against the FDMS, so the invoice you raise off a job signs its own receipt with nothing extra on your desk. To be exact about what that status is: registered to integrate is not approved, certified or endorsed, ZIMRA makes no claim about Corelith, and what your firm is obliged to file stays a question for your accountant.

Put one real job through it.

Pick a job from last month — ideally one where the invoice and the work drifted apart. We take it from quote to fiscal receipt in front of you, and you see what it actually earned.

Book a demoWhatsApp 078 493 9111