Plugin Features

🧾 Quotes That Convert To Invoices

Create estimates and quotes quickly, then convert them into invoices once work is approved — removing the need to recreate documents manually.

Quickly convert an Estimate into a Quote or Invoice. Use Convert to Quote to finalise pricing, or Convert to Invoice to bill the customer and send the document.

This workflow saves time and keeps your records consistent.

JiffyTrade^™ supports Estimates, Quotes, or both, allowing you to choose the workflow that best suits your business.

🗂 File Archive / Document History

Every document you create is stored in a searchable archive.

You can filter by:

• document type
• customer
• date
• payment status

This makes it easy to locate past work, resend invoices, or review your business history.

Customer Management

Keep a tidy database of all your customers. Easily store:

• names
• contact details
• addresses
• document history
• associated expenses

When creating documents, simply select the customer and their details are automatically filled in. Or, when creating new documents, a customer will automatically be created using the details you enter if you do not manually select one.

This keeps your documents consistent and avoids repetitive typing.

Track Expenses

Keep a clear record of your business spending and stay organised throughout the year. Easily store:

• expense descriptions
• supplier or payee details
• categories and notes
• receipt attachments
• payment dates and values

Attach receipts directly to each expense so everything stays together and easy to find later.

This makes it simple to review your spending, keep accurate records, and prepare your accounts when tax time comes around.

Store External Third-Party Documents

Keep important documents issued by third parties safely stored alongside your business records. Easily store:

• certificates
• guarantees and warranties
• insurance documents
• compliance paperwork
• other external documents

Upload and organise documents so they are always easy to locate when needed.

This helps you keep a complete record of your business paperwork without losing track of important files.

Understand your business performance (Pro)

JiffyTrade^™ Pro includes a financial insights dashboard designed to give small businesses a clear overview of their activity.

See a visual representation of:

• paid vs unpaid invoices
• monthly revenue trends
• document activity
• customer growth

Instead of manually tracking spreadsheets, you can instantly see how your business is performing.

For growing businesses, these insights help identify trends and make smarter decisions.

Built specifically for tradesmen and service businesses

Most business software is built for large companies or accountants.

JiffyTrade^™ is different.

It was originally developed for a real working business that needed a simple way to manage:

• estimates and/or quotes
• invoices
• customer records
• paperwork

This practical origin means the system focuses on real-world workflows instead of unnecessary complexity.

The JiffyTrade^™ business tool is perfect for:

JiffyTrade^™ complements your accounting tools…

Many businesses already use accounting platforms such as:

• QuickBooks,
• Xero, or
• FreeAgent.

Those tools are designed for bookkeeping, tax reporting, and compliance.

JiffyTrade focuses on the day-to-day operational side of running a business:

• creating estimates or quotes
• issuing invoices
• managing customers
• organising documents
• reviewing business activity

Many businesses use JiffyTrade^™ to handle their client paperwork and workflow, while their accounting software handles tax submissions and bookkeeping.

This keeps your business admin simple while still remaining fully compatible with modern accounting requirements.

Customisable Brandings and Settings

Make every document reflect your business identity by adding your logo, selecting brand colours, and choosing your preferred document template. You can configure tax settings, numbering formats, and defaults to match how your business operates. Your paperwork stays consistent, professional, and aligned with your brand.

Tracked User / Administration Logs

All important activity inside the system is recorded automatically, giving you full visibility over document creation, edits, and administrative actions. This provides accountability, clarity, and useful reference points if questions ever arise. Nothing important happens without being logged.

Priority Support from Developer

When you need help, you speak directly to the developer who built the plugin. There are no outsourced ticket systems or scripted responses — just clear, knowledgeable support from someone who understands the system inside and out.