PSD Manager

Run the office side without the paperwork pile.

From the first quote to the paid invoice, every job lives in one place. Built in a working print and sign shop, and simple enough for any trade business.

Job 1042 · Shop-front fascia

Live
  1. Quote

    JSPD/Q-01042

    Sent
  2. Order

    JSPD/O-01042

    Waiting
  3. Purchase order

    JSPD/PO-01017

    Waiting
  4. Delivery

    DPD · Next day

    Waiting
  5. Invoice

    JSPD/I-01042

    Waiting
Made forSign makersPrintersJoinersElectriciansPlumbersRoofersMechanicsFabricators

Everything between "can you price this?" and "payment received".

Nine connected sections, in the order a job flows through them.

  1. 01

    Customers and contacts

    One database for everyone you work with, and the things you sell them.

    • Full customer records with separate invoice and delivery addresses
    • Several contacts per business, picked per document
    • Customer payment terms saved and reused
    • Item catalogue of your own products and services, ready to drop onto a quote
  2. 02

    Trading documents

    Quotes, orders, acknowledgements, delivery notes and invoices in one tidy layout.

    • Your own numbering, logo, bank details and terms
    • Convert a quote to an order to an invoice without retyping a line
    • Duplicate lines, saved terms dropdown, automatic page layout
    • Order acknowledgements carry the order number
  3. 03

    Dashboard

    See the state of the business at a glance.

    • Work in progress shows only what is still to be invoiced
    • Today's deliveries and collections
    • Sales invoiced this month and open jobs by status
  4. 04

    Suppliers

    Everyone you buy from, with their details in one place.

    • Supplier records with contacts, account refs and VAT numbers
    • Spend kept next to the jobs it was for
  5. 05

    Purchase orders

    Order materials against the job.

    • Raise a PO straight from a supplier or a job
    • Delivery or 'I will collect' option on every PO
    • Your own PO numbering, emailed for review like every other document
  6. 06

    Supplier catalogue

    Each supplier's products and prices, ready to cost against.

    • Product codes, pack sizes, units, minimum orders and lead times
    • Costs to hand when you price a job
  7. 07

    Deliveries with Sendcloud

    Real-time courier prices and booking without leaving the order.

    • Parcel sizes and weights flow from the order
    • Compare live next-day, standard and pre-noon prices
    • Book, save the courier and tracking, print labels
    • Collected and delivered jobs drop off the list on their own
  8. 08

    Email for every document

    Every quote, order, PO, delivery note and invoice goes out by email from the app.

    • Opens as a draft for you to check and press send — nothing sends itself
    • A copy of every document email comes back to you
    • PDF attached, with wording set for each document type
  9. 09

    AI Robin

    Add-on · £19.99/month + VAT

    Your second opinion on every quote, and a hand with the typing. Optional add-on, £19.99/month + VAT.

    • Describe a job and get a confident asking price, a floor and a stretch figure from current UK trade rates
    • Margin checks and help wording the quote
    • Type a line about a new customer, or drop in a screengrab of their website or letterhead, and the contact is drafted for you to check and save
    • Drop in a supplier price list and it sets up the supplier and their catalogue for you to check and save

Know where every pound is.

Work in progress shows only what is still to be invoiced. Collected and delivered jobs drop off the dispatch list on their own, so the board always reflects the day ahead.

  • Live work-in-progress value
  • Deliveries and collections at a glance
  • Sales invoiced this month

£1,156

WIP

3

To dispatch

£8,990

Invoiced

Works alongside your accounting app.

PSD Manager runs the jobs and paperwork; your accounting app keeps the bank feed, VAT and tax returns. Reports export as a clean CSV your accountant can pick up as they are, and a direct link to your accounting software is the next step — so the same figures never have to be typed in twice.

See it running on a real job.

We are opening PSD Manager to a small group of founding businesses. Request access and we will walk you through it.