VanlyGo

How it works

Customer, lines, preview, send.

The same short path for an estimate or an invoice, then collect payment when the work is done.

Step 1

Start the document

Tap Create new on Home and choose an estimate or an invoice. Home also shows what is outstanding and what needs attention first.

VanlyGo home for Ridley Electrical, showing £1,791.60 outstanding, an overdue invoice, and a Create new button.
Home tells you what is outstanding, overdue, and waiting on a reply.

Step 2

Pick the customer

Choose someone you have worked for and their details fill in, or add a new name. Their record keeps every document you have sent them.

Customer details for Tom Brennan with phone, email and address, Create estimate and Create invoice buttons, and an overdue invoice.
A saved customer carries their address and history into the next job.

Step 3

Add the work

Pull priced labour and materials from your items list, or type a one-off line. Tax and totals update at the bottom as you go.

VanlyGo items list with a £75.00 call-out, £220.00 EICR inspection, £65.00 hourly labour, and priced materials.
Saved items mean the price is already right.

Step 4

Preview and send

Check the PDF, then email it. The customer opens it from the email or the public link without signing up for anything.

A VanlyGo invoice PDF from Ridley Electrical to Oakridge Homes Ltd, with labour and materials, 20% VAT, and a £1,461.60 total.
The PDF your customer receives, with your details and totals.

Step 5

Get paid

Share a card payment link or QR code on a sent invoice, or mark it paid when the money arrives another way. Send a reminder if it goes quiet.

Collect payment on invoice INV-1016 for £330.00, offering Share invoice link, Show QR Code, and Mark as Paid.
Collect payment, or record one you already took.

Questions

Can I do all this on the website?

No. Creating documents happens in the mobile app. This website is information, support, and the public pages your customers open to view or pay a document.

How long does the first send take?

Once a customer and a few items are saved, a repeat estimate is customer, lines, preview, send. The first one takes longer because you are saving the details as you go.

Does my customer need the app?

No. They receive an email with the PDF and a public link. They can view, accept an estimate, or pay an invoice without an account.

Related

Estimate guide

The phone steps in order.

Invoice guide

Send a professional invoice.

All features

What is released today.

Get VanlyGo on your phone

The website is for information, support, and customer estimate or invoice links. Work happens in the app.

VanlyGo Pro · £5.99/month or £49.99/year