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Help Centre

Guides and walkthroughs for every feature in Spanr.

Core features

Core features

Creating and managing jobs

How to create, update, and track jobs from enquiry to payment.

Core features

AI Quote Builder

Generate professional quotes in under 30 seconds using plain English or voice.

Core features

Invoicing and getting paid

Create invoices, add Stripe payment links, and track payments.

Core features

Customer management

Build your customer database, view job history, and manage contacts.

Certificates & compliance

Certificates & compliance

Generating CP12 gas safety certificates

Step-by-step walkthrough of the digital CP12 form and PDF generation.

Certificates & compliance

EICR and minor works certificates

Electrical certificates compliant with BS 7671 18th Edition.

Certificates & compliance

Gate commissioning and CAT 5 risk assessments

Complete gate automation documentation including force and speed tests.

Settings & account

Settings & account

Setting up your business profile

Add your company logo, VAT number, invoice prefix, and payment terms.

Settings & account

Connecting Xero or QuickBooks

Sync invoices and payments to your accounting software automatically.

Settings & account

Inviting team members

Add engineers and apprentices on Team and Company plans.

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Spanr.

Job management for UK tradespeople. Quote faster. Invoice instantly. Get paid.

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