Customer books
A public booking records the chosen service, duration and customer details.
Booking and invoicing, connected
Keep the customer, service and appointment details you already have connected to the quote or invoice that follows — without rebuilding the job in another system.
The invoicing gap
When bookings and invoicing live in separate tools, the customer and service details often have to be entered again after the work. Solo connects the operational steps so the quote or invoice can stay related to the appointment.
A public booking records the chosen service, duration and customer details.
Keep the appointment, customer information and relevant notes organised.
Use the appointment as the operational record of the work or service.
Prepare a quote or create an invoice that can relate to the appointment.
Track the finance document without recreating the customer and service from scratch.
Keep customer contact details and notes alongside the operational booking process without claiming a complete accounting or historical CRM system.
Create professional quotes and invoices, with finance documents able to relate directly to the appointment they cover.
Eligible businesses can connect Stripe and request a percentage deposit at booking. Final invoice card payment is not implied.
Solo handles customers, appointments, services, quotes and invoices. Keep specialist accounting software for bookkeeping, tax, MTD and statutory reporting.
Businesses needing statutory accounting, complex field-service dispatch, deep inventory or point-of-sale control, or specialist compliance records may still need dedicated software alongside Solo.
Yes. Solo finance documents can be related to an appointment, keeping the invoice connected to the work it covers.
Yes. Solo includes quotes and invoices, so you can prepare a quote before work and create the appropriate invoice when needed.
Yes. Eligible businesses can connect Stripe and set a percentage deposit for bookings. This is separate from claiming that every invoice supports online card payment.
No. Solo supports the operational journey from customer and appointment to quote and invoice. Specialist software may still be needed for bookkeeping, tax, MTD and statutory reporting.
Yes. Customers can use a public booking page in their browser without creating a Solo account or downloading an app.
Yes. Solo is designed for sole traders and small service businesses that want their website, bookings, customers, quotes and invoices in one operational workspace.
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