Quote it, get it signed, bill it — in one flow.
The estimate becomes the contract, the contract is billed through invoices, and every payment is recorded against them. No re-keying between tools.
Estimates your customer can sign on a phone
Build the quote from Products & Services with discount and tax. Send a link: the customer reviews it, draws a signature and accepts.
- Signing link with an expiry you choose
- Signed PDF with signer and date
- Convert an accepted estimate into an invoice
Contracts signed by both parties
Start from your own templates. The customer signs by link or in the portal, you countersign, and both get the signed PDF with a signing certificate.
- Reusable contract templates
- Signatures bound to the exact document that was signed
- Auto-renew for maintenance contracts
Invoices and payments that reconcile
Contracts are billed through invoices with payment terms and tax. Record full or partial payments and see what is still open.
- Payment terms and due dates
- Partial payments against an invoice
- Money out: vendor payments by category
An estimator priced from your own rates
For cabinet and built-in work, the Cabinet Estimator & Price Book add-on builds a multi-item takeoff — kitchen, vanities, closets — from the rates in your Price Book.
- Five pricing methods in the Price Book
- Live cost breakdown as you build
- Bulk-adjust prices when a supplier raises theirs
Modules in this area: in every plan, in Pro, or as an add-on
- Products & Services Your catalog of items, services and rates. Every plan
- Estimates Quotes with online acceptance and a signed PDF. Every plan
- Invoices Payment terms, tax, partial payments and PDFs. Every plan
- Contracts Templates and two-party e-signature with a certificate. Every plan
- Payments Money in and money out, by category and payee. Every plan
- Bank accounts Your own accounts, so every payment says which account the money moved through. Every plan
- Stock Materials on hand per location, receipts and usage, with reorder alerts and automatic deduction when material goes to a job. Pro
- Estimator Multi-item takeoff estimates priced from your own rates. Add-on
- Price Book Your labor and material rates, with bulk adjustment. Add-on
- Bills & Expenses What you owe your vendors and what you paid, with receipts, due dates and the project each cost belongs to. Add-on
- Accounting Chart of accounts, journal entries, balance sheet, P&L and trial balance, derived from your documents, with a closing date and an audit log. Add-on
- Bank Feeds Your bank transactions pulled in, matched to what you recorded or categorized, and a bank-to-book reconciliation. Add-on
- Wall Canvas Draw walls and place components, with an elevation view. Coming soon
See your jobs, crews and cash in one place.
Get started on Plus or Pro with a 30-day money-back guarantee, or book a demo first and we will walk you through it.