Contracts & Finance

Live Documents & Invoices

Every document in one place

Quotes, invoices, contracts, and compliance docs — all on your dashboard. Branded PDFs with your logo.

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Auto

Numbering

4-level

Chase

PDF

Export

Logo

Branded

Your money is held by Stripe until an independent assessor approves the work

Customer pays

£12,400

Funds held by Stripe — tradesman cannot access them

Stripe Escrow — locked

£12,400

Neither party can withdraw. Funds release on assessor sign-off

Tradesman receives

£12,400

Paid promptly on assessor approval — guaranteed

Released

3 milestones · assessor required each

STEP 01

Customer pays safely

Money held by Stripe — tradesman cannot access funds before any approval

STEP 02

Escrow locks funds

Neutral third party holds money — neither side can withdraw until work is verified

STEP 03

Assessor inspects

Independent BuildShield assessor visits site and verifies each milestone

STEP 04

Tradesman is paid

Funds release automatically on sign-off — guaranteed, on time, every time

How it works

Four simple steps

🧾

Create invoices

Generate invoices pre-populated from project stages.

📧

Send to client

Email with PDF attachment and bank details.

🔔

Auto-chase unpaid

4-level chase: due date, +3d, +7d, +14d.

💰

Mark as paid

Record payments. Track outstanding vs paid.

Why tradesmen choose
Live Documents & Invoices

Professional invoices with your logo
Auto-increment invoice numbers
VAT calculation
Bank details on every invoice
4-level automated chasing
PDF export with branding