Manual entry
Create a job directly from customer, site and service details. No AI required.
PUBLIC DEMO
See the Joqiva workflow in action
Walk through a sample workflow from enquiry to job, quote, UK invoice, bank-transfer payment tracking, reminders and closed job - without Joqiva touching customer money.
Joqiva is a job, quote and invoice assistant for UK service businesses, with bank-transfer payment tracking, not payment processing.
Demo record
Air conditioning installation enquiry
Customer
John Smith
Enquiry
Air conditioning installation
Source
Paste email / message sample
Draft
AI-assisted draft ready
Next action
Review draft in workflow demo
DEMO MODE - SAMPLE DATA ONLY
No real workspace records. No public customer links. No emails sent. No AI run. No PDFs generated. No payment processing.
Customer invoice payments in Joqiva are bank transfers paid directly to the workspace owner.
Example screen using demo data. Interface may change during pre-release.
ENQUIRY INTAKE
Start an enquiry four ways
Use the route that matches how the customer request arrived.
Paste email / message
Paste an email, SMS or message and review an AI-assisted draft before creating the job.
Forwarded email
Available on Pro and Team. Forward customer emails to Joqiva and review the AI-assisted draft.
Template enquiry
Start from common service templates such as air conditioning installation, emergency repair or annual maintenance.
INTERACTIVE DEMO
Try the workflow step by step
Use the action button or choose a step to preview how Joqiva moves from enquiry to closed job using sample data only.
Step 1 of 13
Enquiry received
Enquiry
Next step: AI-assisted draft review
Step 1 of 13
Enquiry received
A customer request has arrived and is ready for owner review in this sample workflow.
Current preview
John Smith asks for an air conditioning installation quote for a Bristol property.
DEMO-SAFE ACTION
No real workspace record is created and no inbound email processing is run.
NEXT STATE
The enquiry can be reviewed as an AI-assisted sample draft.
Demo-only local state
No data is saved. No emails, AI drafts, PDFs or payment processing are run.
Demo actions update this page only - no data is saved.
WORKFLOW AT A GLANCE
From customer enquiry to closed job
See how the sample workflow connects enquiry review, quote acceptance, UK invoicing, bank-transfer payment reporting, owner payment confirmation, reminder context and closed job history.
Workflow diagram. Final interface may change during pre-release.
1
Enquiry review
EnquiryAI draftJob
Review the request, confirm customer and site details, then create the job.
2
Quote acceptance
QuoteCustomer previewAccepted
Prepare the quote, preview the customer page and record acceptance.
3
UK invoice
InvoiceVAT contextBank details
After quote acceptance, create a UK invoice manually or through the workspace auto-invoice policy, with supply date, invoice date, due date, VAT context and bank-transfer details.
4
Bank transfer tracking
Customer payment reportOwner confirmationPaid
The customer reports a bank transfer; the owner confirms before the invoice is marked paid.
5
Closed job context
Reminder contextHistoryClosed job
Keep quote, invoice, payment and reminder context connected after the job closes.
WORKSPACE STATES
Key states shown in the demo
These sample cards show how Joqiva keeps enquiry, job, quote, invoice, payment and reminder states visible as the workflow moves forward.
Example screen using demo data. Interface may change during pre-release.
Enquiry draft
Draft → Needs review → Confirmed
Customer, site, service and preferred timing details stay reviewable before a job is created.
Job status
New enquiry → Quote in progress → Quote sent → Quote accepted → Invoice sent → Awaiting payment → Payment reported → Paid → Closed
The job keeps enquiry, quote, invoice, payment and reminder context together from open to closed.
Quote status
Draft → Ready to send → Sent → Viewed → Accepted → Declined / Expired / Cancelled
The quote status stays separate from the customer page preview shown in this demo.
Invoice status
Draft → Ready to send → Sent → Awaiting payment → Payment reported → Paid / Overdue / Cancelled
Invoice status stays separate from customer payment reports and owner confirmation.
Payment status
Awaiting payment → Payment reported → Not received / Confirmed paid → Paid / Overdue
Payment reported is not paid. Customer reports and owner confirmation stay separate, so “I've paid” does not mark the invoice as paid.
Reminder context
Manual remindersAutomatic overdue remindersNo demo emails
Manual reminders are available on paid plans. Automatic overdue reminders are available on Pro and Team. This public demo does not send reminder emails.
CUSTOMER PAGES
Customer quote and invoice previews
See sample customer-facing quote and invoice pages with bank-transfer details and payment reporting. These previews do not create customer links, PDFs or customer payment reports.
Sample customer quote page
A demo preview of what a customer can review before and after accepting a quote.
Sent / Viewed
ACME Cooling Ltd
Air conditioning installation
Prepared for John Smith, 22 Customer Road, Bristol
Quote number
Q-1042
- Status
- Sent / Viewed
- Valid until
- 30 June 2026
- VAT
- 20%
Service itemQtyAmount
Site survey and system design1£95.00
Standard installation labour2 days£780.00
Materials, pipework and fixings1 set£375.00
- Subtotal
- £1,250.00
- VAT
- £250.00
- Total
- £1,500.00
Sample customer invoice page
A demo preview of invoice details, bank-transfer instructions and customer payment reporting.
Awaiting payment
ACME Cooling Ltd
UK invoice
Issued to John Smith, 22 Customer Road, Bristol, for air conditioning installation.
Invoice number
INV-1042
- From:
- ACME Cooling Ltd
- Company address
- 10 Workshop Lane, Bristol BS1 1AA
- Company number
- 12345678
- VAT number, if registered
- GB 123 4567 89
- To:
- John Smith
- Customer address
- 22 Customer Road
- Customer city
- Bristol
- Status
- Awaiting payment
- Invoice number
- INV-1042
- Invoice date
- 16 May 2026
- Supply date
- 15 May 2026
- Payment due date
- 30 May 2026
- Description
- Air conditioning installation
- Total / Amount due
- £1,500.00
Invoice itemQtyAmount
Air conditioning installation1£1,250.00
- Subtotal
- £1,250.00
- VAT
- £250.00
- Amount due
- £1,500.00
Bank transfer instructions
Use the invoice reference when sending payment.
£1,500.00
- Account holder
- ACME Cooling Ltd
- Sort code
- 12-34-56
- Account number
- 12345678
- Reference
- INV-1042
Demo customer-page actions stay local to this public demo. They do not create customer links, generate PDFs, or send emails. They do not move money or mark invoices paid. In Joqiva, customer invoice payments are bank transfers paid directly to the workspace owner, and invoices are marked paid only after owner confirmation.
BANK TRANSFER PAYMENTS
Your customers pay directly into your bank account.
Joqiva shows bank-transfer details, tracks customer payment reports and keeps owner confirmation separate from customer reporting.
Bank-transfer details
Show account name, sort code, account number and invoice reference.
Customer payment report
The customer can report “I've paid”, but this does not mark the invoice as paid.
Owner confirmation
The invoice is marked paid only after the owner confirms the transfer.
Joqiva does not touch your money
Joqiva does not receive, hold, move or process customer invoice money.
PLAN CONTEXT
What this demo includes by plan
The public demo shows a complete workflow. Some intake, automation and team features depend on plan.
Starter
Manual entry, template enquiries, jobs, quotes, UK invoices, customer quote and invoice pages, bank-transfer instructions, payment tracking, basic overdue list and manual reminders.
Pro
Everything in Starter, plus forwarded email enquiries, higher AI limits, unified inbox, custom templates, similar recent jobs, quote follow-ups, automatic overdue reminders and custom branding.
Team
Everything in Pro, plus multiple users, roles, staff assignment, accountant read-only access, audit log viewer and advanced exports.
FREE PUBLIC RESOURCES
Resources for quotes, invoices and reminders
Explore free resources for UK invoicing, bank-transfer reminders and sample customer-page previews.
UK invoice checklist
A practical checklist for invoice number, due date, VAT context, total and bank-transfer details.
Open the UK invoice checklistPayment reminder templates
Copy-ready reminder wording for overdue bank-transfer invoices.
Copy payment reminder email templatesSample quote preview
Review the demo quote preview with line items, VAT context and acceptance record.
See quote previewSample invoice preview
Review the demo invoice preview with due date, bank-transfer instructions and payment reporting.
See invoice previewReady to use this workflow with your own customers?
Join the waitlist for the Web app and keep the Joqiva workflow connected from enquiry to invoice.