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Learning path

Start Your Contractor Business

From company setup to your first paid invoice — the whole Lulaworks flow in ten steps.

  1. 1
    Set up your company

    Add your logo, banking and document branding.

  2. 2
    Add your customers

    Build your customer master — the base of every quote and invoice.

  3. 3
    Add your suppliers

    Start a price history so you can quote from real numbers.

  4. 4
  5. 5
    Follow up and win the work

    Most jobs are won on the follow-up.

  6. 6
    Convert the quotation into a job

    Turn the approved quote into an operational job.

  7. 7
    Manage procurement

    Raise requests and purchase orders against the job.

  8. 8
    Complete delivery

    Generate a branded delivery note from the job.

  9. 9
    Create the invoice

    Raise a tax invoice that carries the job's number.

  10. 10
    Track the payment

    Record payments and watch the outstanding balance.

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