Estimate & Invoice Builder
Professional estimates & invoices in minutes — not hours.
Choose from 3 industry presets (Restaurant, Construction, General), customize with your business info and logo, pick from 6 premium templates, add line items with quantities and pricing, then generate and email polished PDFs directly to your customers. Replaces Word templates, spreadsheets, and handwritten quotes.
Use Cases
On-the-spot customer quotes
Build a professional estimate on your phone or laptop and email it to the customer before you leave the job site or finish the conversation. No more "I'll get back to you" — close the deal on the spot.
Branded invoices after service
Convert estimates to invoices with your logo, business info, and itemized pricing — email a polished PDF the same day the work is done. Get paid faster with professional-looking documents.
6 premium template designs
Choose from Modern, Classic, Minimal, Bold, Executive, or Clean layouts — each designed to make your business look established and professional, regardless of your company size.
Industry-specific presets
Restaurant, Construction, and General Business presets pre-load common line items, tax rates, and terminology so you're not starting from scratch every time.
Direct-to-client email delivery
Generate the PDF and email it to your customer in one step. They get a professional document with your branding, not a screenshot or a text message.
Your logo, your brand
Upload your company logo and it appears on every estimate and invoice. Combined with your business address and contact info, every document reinforces your brand.
Why This Beats Paper / Email
- Replace handwritten quotes and Word templates with professional branded PDFs
- 3 industry presets: Restaurant, Construction, General Business
- 6 premium template designs to match your brand style
- Add your company logo to every document
- Itemized line items with quantity, unit price, and automatic totals
- Email PDFs directly to customers — no printing or mailing
- Works on any device — phone, tablet, or desktop
- Saved business info auto-fills on every new estimate
Where To Deploy
- Use during client consultations to provide instant, professional quotes
- Send follow-up invoices the same day the job is completed
- Create standard estimates for recurring services to speed up quoting
- Train your team to generate branded estimates on-site from their phones
Ready to add Estimate & Invoice Builder?
Estimate & Invoice Builder are included with Professional and Premium plans, or available as an à la carte add-on. See what works for your operation.