Document guides
Every document a job needs, and when to use it.
Fifteen kinds of paperwork, from the first estimate to the final warranty. Each guide shows what belongs on the page, which situations call for it, and how it differs from the document people confuse it with.
Before the job
Estimate
Your best price for the job, for the client to approve and sign.
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Quote
A firm price for a clearly defined job.
Read the guide
Proposal
Good, better and best options for the client to choose from.
Read the guide
During the job
Change order
Written approval for extra or changed work before you do it.
Read the guide
Work order
A checklist of tasks for the crew, with no prices.
Read the guide
Purchase order
An order to a vendor or supplier, in writing.
Read the guide
Progress invoice
Bills work completed to date, less retainage and earlier payments.
Read the guide
Service report
What was found, what was done and what is recommended.
Read the guide
Getting paid
Invoice
The bill. Shows what is owed, how to pay it and by when.
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Payment reminder
A polite nudge for an invoice that is past due.
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Receipt
Proof that a payment was received.
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Credit note
Reduces or cancels an invoice you already sent.
Read the guide
After the job
Make your first one in minutes.
Free to start, no card needed. Every document numbers itself and shares your client and item details.