How to use the app

Save the app on your phone or laptop

Getting started

1. Create your accountOn the home page tap “Create an account”, enter your email and a password, and tick the terms box.
2. Confirm your emailOpen the email we send you and tap the link. Check spam if you can’t see it.
3. Set up your company profileAdd your company name, address, phone, email, registration and VAT numbers and your logo. Pick a document style and colour.
4. Go to your Home pageYou’re ready to make your first document. You can change your details later under Profile.

Your Home page

1. Make a documentTap Quotation, Invoice or Delivery note to start one. It opens ready to fill in.
2. See how you’re doing“At a glance” shows Outstanding, Overdue 30+ days, Paid this month and Open quotes.
3. Tap a tile to see the listEach tile opens the invoices or quotes behind the number, oldest first. Tap Edit to open one, or Delete to remove it.
4. More toolsHistory & customers, Letters & proposals, Budget & expenses, Our services, Profile and this guide. If Shetech has switched it on for you, Loans appears here too.
5. Get back here any timeTap HOME at the top of any page.

Making a document

1. Choose the typeOn Home, tap Quotation, Invoice or Delivery note. You can also switch type at the top of the page.
2. Add your clientSearch a saved client or add a new one under Bill To. Clients are saved for next time.
3. Add itemsType the description, quantity, unit and price. Switch on VAT if you charge it.
4. Add your signatureSign with your finger or mouse. Bank details, notes and terms are under More options.
5. Preview, save and downloadOn a phone, swipe to Preview. Tap Save to keep it in History, and Download PDF to send it to your client.

Turn a customer’s RFQ or PO into a quotation

1. Open “RFQs & POs”Tap the card on the document page (tap Quotation on Home first).
2. Upload the documentA PDF, Word file or photo. Our AI reads the items; this can take up to a minute.
3. Check the items and pricesFix anything that was misread, then add your prices.
4. Create the quotationIt opens ready to send. Uploading the customer’s PO later links it to your documents.

Send it and track payment

1. Tap “Send to client”It appears once a client is filled in. On a phone, pick WhatsApp or email and the PDF is attached for you. On a laptop the PDF downloads and a message opens.
2. Set the payment statusOn an invoice, choose Unpaid, Part-paid or Paid. Part-paid asks how much was paid. The PDF then shows the balance due, or a PAID stamp.
3. Find it in HistoryThe Status column shows what is still owed. Tap “Mark paid” the moment the money arrives.
4. Send a reminderTap “Remind” next to an unpaid invoice. WhatsApp opens with a polite message that has the balance and your banking details.

Know what’s left: Budget & expenses

1. Open “Budget & expenses”Tap it under More tools on Home. Use the arrows to pick a month.
2. Add what came inTap “+ Add income”. Payments on your SheTech invoices are counted for you.
3. Add what went outTap “+ Add expense”, search a category like fuel or rent, then choose monthly, weekly, yearly or once-off.
4. See what’s leftThe top shows income, expenses and what is left. Set a budget per category to see over and under.
5. Try “What can I afford?”Type a planned purchase to see what would remain. These are estimates, not your bank balance.

Delete or start again

1. Delete a saved documentOpen it and tap “Delete this document”, or tap Delete next to it in History or in an “At a glance” list. A pop-up asks you to confirm. It can’t be undone.
2. Clear the formTap “Clear form / start new” to empty the page and begin a fresh document. Saved documents are not touched.

Loans between companies

1. Ask Shetech to switch it onLoans is only for companies that have been set up for it. Once it’s on, you’ll see Loans on your Home page.
2. Record a loanTap “+ New loan”, choose who is borrowing, enter the amount, say what the money is for and add a due date if there is one.
3. Record repaymentsTap “Record repayment” on a loan, or “Full balance” if it was all paid. The balance and status update (Open, Part-repaid, Overdue, Settled).
4. See both sides“Owed to you” shows what others owe you. “You owe” shows what you owe others.

Our services

1. Open “Our services”Under More tools on Home. You’ll see a domain name, your own website, tender administration, and “we do your quotes”.
2. Tap “I’m interested”Add a short note about what you need and send it. We’ll contact you with a quote.
3. Follow your requestThe card shows “Request received”, then “Quote sent” or “In progress”. You can also message us on WhatsApp.

Free trial and payment

1. 14 days freeYour trial includes up to 10 documents. The small note at the top of your Home page shows what’s left.
2. Keep going for R100 a monthTap the note or go to the pay page. Pay by EFT using your payment reference.
3. Send proof on WhatsAppTap the WhatsApp button, attach your proof and send. We reopen your account once confirmed.

Need help?

Forgot your password? Tap “Forgot password” on the sign-in screen.
Anything else: admin@shetech-solutions.co.za or WhatsApp 076 867 6441.