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Help with the paperwork around every job

See what each feature does, what stays in your hands and what to keep in mind.

1. Voice-note job capture

Available now
What it does
Record in the browser, upload an audio file or type the details for a job that is proposed or completed.
What you control
You choose what to record, which job it belongs to and whether to keep or delete it.
How it helps
The details are captured on site instead of being rewritten from memory later.
Good to know
Recording quality affects accuracy. Very noisy audio may need a re-record.

2. Turn notes into job details

Available now
What it does
The recording is written out and the customer, work, labour, parts, prices and dates are placed into the right fields.
What you control
Every extracted field is editable before anything is used.
How it helps
Unstructured speech becomes a tidy job record in seconds.
Good to know
It helps organise what you said. It does not decide what work is needed.

3. Estimates and customer approval

Available now
What it does
Produce a branded estimate and share a secure link so the customer can accept or decline.
What you control
You approve the estimate before it is shared and can record a decision given by phone.
How it helps
Approvals are written down instead of remembered.
Good to know
Acceptance is sent by email. Text delivery is in beta and WhatsApp is not available yet.

4. Invoice generation

Available now
What it does
Turn completed work into an invoice draft with line items, totals and due date.
What you control
You check, edit and approve the invoice before it goes anywhere.
How it helps
Invoices go out the same day rather than at the weekend.
Good to know
This is admin software, not an accounting or tax service.

5. Missing-information conversations

Available now
What it does
When a price, labour rate, VAT instruction or customer detail is unclear, SaidToPaid asks a direct question.
What you control
You answer in your own words and the draft is rebuilt around your answer.
How it helps
Fewer wrong invoices and fewer awkward corrections.
Good to know
It can only ask about details it can tell are missing.

6. Payment chasing

Available now
What it does
Scheduled reminders around the due date, with escalation wording for overdue balances.
What you control
You set the schedule and can pause, stop or send manually at any time.
How it helps
Unpaid balances get followed up consistently.
Good to know
Reminders help. They are not a guarantee that every invoice is recovered.

7. Review requests

Available now
What it does
Send an honest review request to genuine completed customers using your review link.
What you control
You decide the timing and which jobs qualify.
How it helps
More real reviews without chasing them by hand.
Good to know
Review gating is not supported: unhappy customers get the same link as happy ones.

8. Service and renewal reminders

Available now
What it does
Record when the next service, inspection, MOT or maintenance visit is due and prompt the customer.
What you control
You set the interval per customer, job or service type.
How it helps
Old jobs turn back into booked work.
Good to know
Reminder accuracy depends on the dates recorded on the job.

9. Secure customer and vehicle records

What it does
Customers, sites, vehicles, jobs, recordings and documents stored per business.
What you control
Only your team can see your records.
How it helps
One place to look instead of a phone, a notebook and a spreadsheet.
Good to know
Records are only as complete as what is entered or spoken.

10. Team roles and permissions

What it does
Owner, Manager, Admin, Book Keeper and Staff roles with different access.
What you control
Owners and managers choose who can create, edit, approve, send and change billing.
How it helps
Staff can work without being able to send financial documents by accident.
Good to know
Staff should have their own logins rather than sharing one password.

11. Business branding

What it does
Your trading name, logo, address, contact details, payment details, VAT information and review link on every customer document.
What you control
You maintain the business profile; it is used on all customer-facing output.
How it helps
Customers see your business, not SaidToPaid.
Good to know
Documents use the details you supply, so keep the profile up to date.

12. Partner and white-label options

Coming soon
What it does
Managed accounts, co-branded portals and wholesale pricing for firms serving trade clients.
What you control
Partners agree what branding and support they provide.
How it helps
A recurring admin service without building software.
Good to know
The partner programme is not open yet — waitlist only.

Who decides what

SaidToPaid helps with

  • Transcription
  • Organising unstructured notes
  • Identifying missing details
  • Creating professional descriptions
  • Classifying customer replies

Set rules handle

  • VAT
  • Totals
  • Invoice numbering
  • Due dates
  • Subscription access
  • User permissions
  • Payment status
  • Reminder schedules

You stay in control of

  • Diagnosis
  • Work recommendations
  • Prices
  • VAT treatment
  • Customer authorisation
  • Estimate approval
  • Invoice approval
  • Final customer communication
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