User Guide

Everything you need to get the most out of PresupuestAPP, explained plainly.

Contents

Getting started

๐Ÿ“ Create a quote

Tap the + button on the menu to open the wizard. It guides you through three steps: first you choose or create the client, then you add the job's line items, and finally you check the totals before saving. You can leave and come back whenever you like โ€” the draft saves itself.

โž• Add line items and materials

Inside a quote, type the name of a material or task (for example "tile" or "tiling labour") and the app suggests a price and unit based on what you've used before or our price bank. You can adjust the quantity, price and description of each line.

๐Ÿ“š Price bank

Every material or task you type gets saved with its price and unit. Next time you start typing that same name, it'll come up as a suggestion with the price already filled in โ€” no need to remember it or type it again.

๐Ÿ“‹ Templates

If you do the same type of job often (a kitchen refit, a standard bathroom...), save a quote as a template. Next time you get a similar client, you start from that template instead of from scratch.

Present and close the deal

๐Ÿค– AI generator

Take a photo of the space to be renovated or record a voice note explaining the job, and the AI prepares a draft of line items so you only need to check and adjust it. It saves you the step of typing everything from scratch.

๐Ÿ‘๏ธ PDF preview and design

Before sending anything, use "Preview" to see exactly what your client will see. You can choose from several PDF design templates and switch between them without losing your data.

โœ๏ธ Digital signature

When you send the quote, your client can approve it by signing directly from the link you send them, on their phone or computer. No need to print, sign by hand and scan.

๐Ÿ“ค Send by WhatsApp, email or link

Choose whichever channel you prefer to send the quote: WhatsApp, email, or just copy the link. As soon as your client opens it, you get a notification in the app.

Get paid and invoice

๐Ÿ’ณ Online payment

Turn on online payment in your account and your client can pay you directly from the quote or invoice, with no need for bank transfers or waiting to meet in person.

๐Ÿงพ Invoices and Verifactu

When a client accepts a quote, turn it into an invoice with one click โ€” all the details are already there. Invoices are generated ready for Verifactu (mandatory in Spain from 2027).

Manage your business

๐Ÿ‘ฅ Client management

Every client has their own file with their contact details and the full history of quotes and invoices you've made for them. No more digging through your phone or email every time.

๐Ÿ’ฌ Chat with your client

If your client has questions about a quote, they can message you through the app's built-in chat, without you having to give them your personal phone number.

๐Ÿ”” Reminders

The app lets you know if a quote you sent has gone a while without being opened or answered, so you know who's worth calling.

Multi-device and your account

๐Ÿ”„ Sync across devices

You can start a quote on your phone, on site, and finish it later on your computer at home โ€” everything syncs automatically, no extra steps needed.

๐Ÿข Customise your company

Upload your company logo, fill in your tax details and choose the template your PDFs are shown in. That way every quote goes out with your own look, not the generic one.

๐Ÿ’ถ Plans and monthly quota

Each plan includes a number of quotes per month. The important part: creating, saving or editing a quote does NOT use up your quota โ€” it only counts when you actually deliver it (generate the PDF, view it, download it or send it). You can work and try things out as much as you like without worrying about running out of quota by mistake.

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