Guide 3 of 3

Explore Features

You've got the basics down and you know how to run a job. Now let's look at what else is in your corner.

⏱ About 3 minutes

Actions

Your to-do list that builds itself.

You don't create actions. VerbalIt creates them for you. Overdue invoices, quotes that haven't been approved, follow-up reminders that are due — Actions collects everything that needs your attention and puts it in one place.

Tap the ⚡ icon at the top of the app. If there's a number on it, something needs a look. If it's clear, you're on top of everything.

No more mental load. No more "I'll remember to chase that up." It's already there.

VerbalIt Actions panel showing overdue invoices and follow-up reminders
👥

Clients

Every customer you quote or invoice is saved automatically.

Open Clients from the Actions panel and you'll see everyone you've dealt with — name, contact details, job history, the lot.

Tap a client to see their full timeline: every quote, every job, every invoice. Need to requote them or check what you charged last time? It's all there.

You don't need to build a CRM. You already have one.

VerbalIt client detail page showing contact info and full job history
📊

Insights

Most tradies don't know their real financial position until tax time. Insights changes that.

Insights gives you the picture — weekly, fortnightly, or monthly. No spreadsheets, no waiting for your accountant to call.

Financial statements, on demand. Generate a Balance Sheet, Profit & Loss, or Cash Flow statement whenever you need one. These aren't simplified summaries — they're real financial reports built from your actual jobs, invoices, and expenses.

Know your position. Assets, liabilities, expenses, and net worth — all in one place. See what you own, what you owe, and what's left. Your tools and equipment depreciate over time, and Insights tracks that too — because it's a tax deduction most tradies miss.

Track where the money goes. Revenue coming in, costs going out, and a BAS estimator that tells you your GST position before the quarter ends. No surprises when the ATO comes knocking.

You don't need an accountant to understand your own business. Insights puts it in plain English.

VerbalIt Insights dashboard with financial statements and business overview
👷

Crew

If you've got people working with you, Crew keeps everyone straight.

Add your crew members in Settings and you can assign them to jobs. Their names show up on the schedule, and you can filter the calendar to see who's doing what.

Running a one-person show? Skip this entirely. It'll be here when you grow.

VerbalIt schedule view filtered to show one crew member's jobs
🎯

Service Offerings

Create a menu of your services and send it to your customer.

Instead of quoting every job from scratch, build a Service Offering — a pre-built package of line items with set prices. Send your customer a link, they pick what they need, and you get an approved quote back.

Think of it like a menu at a restaurant. They browse, they choose, you get the order. No phone tag, no back-and-forth.

You'll find Service Offerings in your Inventory screen, below your items.

VerbalIt Service Offering showing packaged items with prices and a shareable link
📷

Job Photos

Before and after, all in one place.

Snap pre-job photos before you start — they're attached to the quote and travel with the job. When the work's done, add completion photos too.

Photos sit alongside your invoice as a tidy record of what was done. Handy for disputes, warranty claims, or just showing off good work.

VerbalIt job detail showing before and after photos attached to the job

That's VerbalIt. 🎉

Profile, inventory, voice quoting, job management, invoicing, and everything in between.
The best way to learn it? Use it.