From signing up to your first quote

Free is a real plan, not a trial that stops working. Ten documents a month, forever, with no card. R49 lifts that to 75 a month and unlocks your own logo, all five templates, your customer list and the reports. You can start free and decide later.

A minute to read

Four things: your business name, your mobile number, your email and a password. No card, and nothing to download. The email matters because it is how you log in and where your own copies go, so use one you actually check.

About a minute

We send a code to that address to check it works. Type it in and you are in. If it has not arrived in a minute, check your spam folder, and there is a button to send a new one.

Seconds

That is the account done. You could stop here and build a quote right now, but the next four steps are what make every document after this one look like it came from a real business.

Settings then Business details. Your name, address and phone print at the top of every document. This is what turns a quote from a WhatsApp message into something that looks like a business sent it.

About 2 minutes

Put your VAT number in and every invoice becomes a proper Tax Invoice by itself, with the VAT worked out and shown. Leave it blank and KatisoBiz never mentions VAT again. Most members leave it blank, and that is normal.

A minute

This is how you get paid, so nothing is more worth two minutes. It prints on every invoice with your invoice number as the reference, which is what lets you match a payment when it lands. Changing it later needs a code from your email, on purpose.

About 2 minutes

Five templates on the paid plan, one on free. Pick the one that looks like your trade. You can change it later and it only affects new documents, so nothing you have already sent changes behind your back.

A minute

On the paid plan you can upload your own logo and it prints on every document. If you do not have one yet, your business name in clean type looks perfectly professional, and plenty of members never add one.

A minute

If you quote insurance jobs at a different rate, switch this on and every price in your list gets a second price. The document decides which one it uses, so you never quote the wrong rate by accident. Ignore it entirely if it is not your world.

Optional

Price list then Add a price. Your callout fee, your hourly rate, the parts you fit most. Every price saved here is one you never type again. You can skip it and add them from a quote as you go, which is what most members end up doing.

As long as you like

Your home screen opens on one big Start a quote button. Press it, then add what you are charging for. Search your price list or type a line straight in. The total works itself out as you go, and anything you type can be saved to your price list with one tap.

Under a minute once your prices are in

Type their name straight into the quote. If they are new, that creates them without leaving the screen, so you never lose what you were doing. Only a name is required. Add a mobile number if you want to send it on WhatsApp.

Seconds

Press Issue this quote. That gives it a number and locks the amounts, which is what makes it a document rather than a draft. Then Send on WhatsApp. Your own WhatsApp opens with the message written and a link to the quote, and you press send yourself, so it arrives from your number. We email you when your customer opens it.

Seconds

They said yes and the job is done, so open the quote and press Turn into invoice. Nothing is retyped. Send it the same way, and when the money lands press Mark paid. Now your reports know what you have earned, what you are owed and who is behind.

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