Learn TimeBoost at your own pace.

Start with your business details, then review costs, margin and GST settings before preparing a quote. The examples use fictional Rivergum data.

In Business Setup, look for Business Profile. Begin with the details that identify your business on customer documents.

Enter your business name, website and ABN. The Rivergum details shown here are fictional examples, not information to copy.

The profile includes Photos and Files controls for an optional logo. Use your own business branding when completing this section.

Review your phone number and email, then enter the full street address for your business base. Check spelling and contact details carefully.

The bank section includes account name, BSB and account number. Check your own details against your bank before sharing an invoice.

Review the switch for showing bank details on new invoices. The screen notes that existing invoices keep their original details.

TimeBoost does not confirm receipt of bank transfers. Check your bank before manually recording a payment. Keep your payment records accurate.

Business Setup lists Labour, Vehicles and Machinery. Review the costs relevant to your business before relying on a quote.

The work and pricing section includes Products & Services, Job Types / Services and Pricing & Margins. Use your own costs, not unreviewed sample values.

On Margin & tax, review GST registered and GST rate for your own circumstances. The displayed setting is an example, not tax advice.

The screen describes minimum gross margin as the lowest you will accept. The sample 25% is not a recommended target for your business.

Ideal gross margin is the target used when recommending a quote. Review your own target; the sample 40% is not automatically correct.

Review the explanation on this screen: margin is not markup. Zero per cent means not configured yet, rather than a target of zero.

Review the quote rounding options alongside your costs, margin and GST settings. This preview shows a $5 selection; choose what suits your business.

Check business details, bank details, costs, margins and GST. Review your settings carefully before preparing your first customer quote.

Before sharing a quote, review what the customer pays and what the job is expected to cost. This fictional mowing example shows both.

Customer prices are the rates charged to the customer. Here, the mower operator is priced at $95 per hour, excluding GST.

The customer labour line shows 3.3 hours at $95 per hour: $313.50 excluding GST. Check the time and rate against the job scope.

Open How this quote was calculated to review the internal estimate. The cost breakdown is different from the customer prices above.

Internal labour uses $38 per hour in this example. The labour section totals $112.75 across driving, additional work and a travel allowance.

Vehicle and travel costs total $53.07. Review the 38 kilometres and operating hours shown here, using the costs that apply to your own vehicle.

Other job costs include $12.65 for the mower operator’s setup time. Check each cost category so the estimate reflects the work you actually expect.

Labour, vehicle and travel, and setup costs total $178.47 here. This is the estimated cost to the business, not the amount charged to the customer.

The pricing card shows minimum, ideal and recommended prices. This example recommends $440 excluding GST. Treat the recommendation as a figure to review.

The customer charge-out figure is $387.15, while the final quoted amount is $440. Read the final quote and customer total before sharing.

With the displayed 10% GST setting, GST adds $44 to the $440 quote. The customer total is $484. Review your own GST settings.

The $440 quote less $178.47 estimated cost leaves $261.53 estimated profit. That is 59.4% gross margin on the price excluding GST.

These figures depend on the estimated work and costs. Recheck them when the scope changes; the displayed margin is not a guarantee of the final result.

Price adjustment shows the recommendation, adjustment and your quote. Use Change this price if a change is needed, then review the resulting total and margin.

Review the quote details with View quote, or use Edit quote to revisit the job. Check scope, price and GST before choosing Share quote.

Start by checking the customer, job type and location on Schedule this job. This example is Helen Croft’s mowing job at Copmanhurst.

Review Assigned staff before choosing a time. Make sure the people listed are the people you intend to send to this job.

This job currently allows four hours and forty-six minutes. Check that the duration makes sense for the work, rather than accepting it without review.

Change duration opens the time choices. Choose a suitable duration for the job; use Other when the listed choices do not fit.

Best fit shows a suggested date and time, an estimated travel time, and a Select button. Review those details before choosing the slot.

Other good options gives alternative dates. Compare them with your customer’s availability, travel needs and commitments outside TimeBoost.

View full calendar opens the weekly calendar. Review the dates and existing TimeBoost jobs before deciding where this job belongs.

In this example, the Google Calendar notice says the connection is unavailable. Do not treat an empty calendar area as proof that you have no outside appointments.

Check the staff, duration, date, start time and travel allowance. Choose Select only when the proposed slot suits the job and your customer.

Reports helps you review the business information available in TimeBoost. This screen uses fictional sample data, with export and editing unavailable.

Select the period you want to review. Check the displayed start and end dates before comparing any amounts. This example shows October.

The summary distinguishes quoted, completed, invoiced, paid and outstanding amounts. Quoted, completed and invoiced amounts exclude GST here. Paid is recorded cash, not profit.

Job profitability compares estimated and actual results for completed work. Check the report description and selected period before opening a result.

The Jobs report identifies entries where actual costs have not been entered. An agreed customer price alone does not tell you the actual profit.

Helen’s mulch job separates the original quote, the forecast after variations, and the result after actual costs. The actual margin shown is 31.6 per cent.

The agreed amount with extras is $1,002.50. Actual costs are $685.47, leaving $317.03 actual profit for this job.

Cost comparison shows labour increased by $144 and materials by $42 against the estimate. Review the underlying actuals to understand those differences.

The report list says a complete accounting ledger is unavailable. Job profit is not a business profit and loss statement, and recorded job labour costs are not payroll wages.

Use the dates, job details and actual-cost status together. Review incomplete records before relying on a report to make a business decision.

The Help page groups guidance by topic. Start with the area you are working in, such as Quotes and Pricing or Jobs and Calendar.

Use Search TimeBoost help to find relevant guidance. You can also browse topics for invoices, customers, products and services, and other areas shown here.

Quotes and Pricing opens a list of questions and answers. Read the answer that matches your task, then check the current screen and your own business settings.

Ask TimeBoost offers a text box, a Go button and suggested requests. Its notice says pages open directly, while changes to records need confirmation.

The visible suggestions include today’s jobs, Reports, Customers and outstanding invoices. Choose a request that matches what you need to find.

The voice notice says audio may leave your device for the browser’s speech service when you tap Start. Read that notice before choosing to speak. You can type instead.

The notice says Stop keeps recognised text for review, while Cancel discards it. Review any proposed record change before confirming it, and use More in Help for guidance.