Deposits up front
Ask for a deposit as a percentage or a flat amount, shown on the estimate before the client signs.
Features / Estimates and invoices
Send a professional estimate before you leave the driveway.
Build the quote on site, send it as a link, let the client approve or sign it from their phone, and turn it into an invoice the moment the work is done. No retyping, no lost paperwork.
Try it
From estimate to invoice
EST-2041 · Sent
- Cabinet demolition$1,850.00
- Framing labor, 32 hr$2,176.00
- Drywall, 640 sq ft$1,504.00
Total$5,530.00
Four steps, start to finish.
01
Build the estimate
Start from a trade template or your saved items. Quantities, units, tax and discounts calculate as you type.
02
Send it as a link
Your client opens a clean, branded page on any phone. No app or account needed on their side.
03
Client approves and signs
They tap approve and sign with a finger. The status changes to accepted, and the signature is saved with the estimate.
04
Convert to an invoice
One tap turns the approved estimate into an invoice with every line, price and note carried over.
Everything it does.
Taxable and non-taxable lines
Mark labor, materials and fees separately. Tax only applies where it should.
Your numbering
INV, EST and every other document type number themselves, with your own prefixes if you want them.
PDF and print
Download a print-ready PDF in Letter or A4, or print straight from the app.
Status at a glance
Draft, sent, accepted, paid or overdue. You always know where each document stands.
Notes and terms
Save your standard terms once. They drop into every new document automatically.
Good to know.
Does my client need an account?
No. Clients open a secure link and can view, sign and pay without signing up for anything.
Can I edit an estimate after I send it?
Yes. Edit it and the link always shows the latest version.
Related features
Scope and margin builder
142 trade templates with quantity calculators and a live profit margin.
Client links
Send each estimate or invoice as a private link. Clients review, sign and pay in the browser.
Online payments
Connect Stripe and every invoice gets a pay link. Card, plus the wallets your Stripe account enables.
Your clients can pay your next invoice tonight.
Free to start. No card needed. Set up in about ten minutes.