Getting started with bookyoo

The essentials to create and send your first quote in under 5 minutes.

You don't need to set everything up to get going. Here's the shortest path:

1. Sign in with Google, Microsoft or a magic link — no password to remember.
2. Add your business: name, contact details, logo. This is what appears at the top of your documents.
3. Create a quote: click “+ New quote” and let the wizard guide you, one step at a time.
4. Send it: by email, by text message, or download the PDF to send it yourself.

Tip: everything can be changed later. Nothing is final — go ahead.

A one-time task, for documents that are complete, professional and compliant.

Everything happens in Settings (left menu). Fill in, in order:

• Your business — name, display brand, contact details, logo.
• Country and taxes — pick your region: the right taxes (GST/QST, etc.) and currency apply automatically.
• Terms — a ready-to-use template is included; it's added to your quotes, already filled with your details.

Two minutes, even from the job site — line items, photos, sent by secure link.

Click “+ New quote” and follow the steps:

1. The client — type two letters and instant search finds them (or create them on the fly).
2. The line items — your catalogue comes pre-filled for your trade; adjust quantities and prices freely.
3. Photos — attach job-site photos straight from your phone.
4. Send — your client gets an email with a secure link and the PDF.

Everything is saved automatically as you work, and you can then track the status: sent, viewed, accepted.

Tip: same contract over and over? Save it as a template.

Your client accepts in one click — and a time-stamped proof protects both parties.

Your client opens the secure link, sees the full quote and clicks “I accept this quote”. That's it.

• Time-stamped proof — date, time and origin of the acceptance are recorded automatically.
• Stamped PDF — the document is marked “Accepted”: no ambiguity about which version was approved.
• You're notified instantly, and the status changes in your list.

An accepted quote converts to an invoice in one click — see Invoices.

Your appointments confirm themselves — and the client knows when you're on your way.

The Calendar tab shows your appointments by day, week or month. Creating one takes seconds: client, service, date — done.

• Automatic reminders — bookyoo writes to the client 7 days, 2 days and 1 day before, with an “I confirm” button.
• One-click confirmation — the status flips to “Confirmed” without you lifting a finger.
• “On my way” — on the day, one button tells the client you're leaving.
• Quick actions — call, directions, convert the appointment into a quote or an invoice.

A public page under your brand where clients book on their own — even at night.

Your page bookyoo.io/b/your-name shows your services and your real availability. The client picks a slot, leaves their details — the appointment lands in your calendar with the reminder cycle already running.

• QR code included — stick it on the truck, the counter or your cards.
• Mobile number recommended — collected for upcoming text confirmations.
• No double booking — only your free slots are offered.

All your client conversations in one place — emails, replies and photos.

The Messages tab keeps one thread per client. Write to them: they get an email with a secure link and reply without creating an account — their answer lands in the thread.

• Photos in the conversation — yours and theirs, compressed automatically.
• Unread at a glance — badge on the home screen and in “To handle”.
• Internal notes — your memos in the thread, never visible to the client.
• Auto-refresh — the thread updates on its own, on both sides.

One link, no password: your client finds everything that concerns them.

From a conversation thread, the “Client portal” button copies a link to share. Under your brand, your client finds:

• their upcoming appointments;
• their quotes and invoices, with PDFs;
• a button to write to you — straight into your Messages console.

No account or password to manage: the link is enough.

Attach photos to quotes, appointments and conversations — before/after included.

The photo button is everywhere it matters:

• On a quote — document the site; the client sees them with the document.
• On an appointment — before/after photos attached to the job.
• In a conversation — send them in the thread; the client can send some too.

Photos are compressed automatically — uploads stay fast, even from a job site with one bar of signal.

Your standard contracts, reusable: start from a model instead of a blank page.

• Save — from a quote's editor: “Save as template”, give it a name.
• Reuse — when creating a quote: “From a template”, pick one, it's pre-filled.

A template keeps your line items, prices and terms — but never the client, dates or number: every document starts clean, dated today.

Invoice in one click — then bookyoo follows up politely for you and preps your books.

Three ways to create an invoice, always pre-filled:

• From an accepted quote — one click, everything carries over (lines, client, taxes).
• After an appointment — the invoice comes pre-filled and stays editable before sending.
• From scratch — same editor as quotes.

Then bookyoo works for you:

• Automatic reminders at D+3 and D+10 while the invoice is unpaid — polite, in your name.
• Compliant numbering INV-YYYY-#### with no gaps, audit-ready.
• Accounting exports: QuickBooks, Sage, and a monthly tax summary for your returns.

Log your hours by client, then turn them into an invoice.

In Time, enter your hours in a weekly grid, by client and activity. When you're ready, generate an invoice from your hours — amounts are calculated for you.

As a team, each person logs their time, and you get a payroll export per employee, ready for your payroll service.

Your activity at a glance, and everything your accountant needs.

The dashboard Pro sums up your activity: quotes, invoices, revenue and time, over the last 30 days and over your fiscal year.

Need to hand over your numbers? Accounting exports (Excel/CSV by period) download in two clicks, ready for your accountant.

Invite colleagues, give them a role, and choose who signs.

Business Invite members by email and give each one a role:

• Administrator — full access to settings and the team.
• Quote creation — creates and sends quotes and invoices.
• Time tracking — logs their own hours.

You also choose the default signer for your documents.

Where your data lives, and how it's protected.

Your data is hosted in Canada and separated from other accounts. bookyoo is built to respect Law 25 (Quebec) and PIPEDA.

You sign in with Google, Microsoft or a magic link: no password to create or remember. And your data is backed up automatically.

Starter, Pro or Business — and what changes between them.

• Starter — to start solo: up to 5 clients, unlimited quotes and invoices, terms included, payment options on your invoices.
• Pro — the go-to plan: unlimited clients, catalog, time tracking, secure send link, custom terms, accounting exports, full dashboard.
• Business — for teams: up to 5 users with roles, team time tracking and payroll export, advanced branding, audit logs.

You start with a 7-day free trial, no credit card, and change plans anytime.

Short answers to the questions we get most.

Do my clients need to create an account?

No. They receive a PDF or a secure link, with nothing to install or create.

Does bookyoo collect payments?

No. bookyoo displays your payment details; your client pays you directly.

Can I change a document's language?

Yes. The document language is chosen per document, independently of the app's language.

Is my data safe?

Yes — hosted in Canada, isolated per account and backed up daily. See Your data and security.