Create invoices and estimates with your business details, share PDFs, and record payments manually. Core invoicing works locally. Optional AI drafting and cloud sync require internet access.
Explore illustrative app screens for invoicing and business records. Screens show sample data; appearance and available features can vary by version and plan.
Keep documents and payment records together.
| Feature | How it works |
|---|---|
| Invoices & estimates | Create documents locally and export PDFs with your business details. |
| AI drafting | Optional online AI suggests editable estimate details; review them before use. Service limits apply. |
| Payment records | Manually record full or partial payments received outside the app. Records do not collect money. |
| Expense & time tracking | Pro includes expense tracking with custom markup and billable time tracking. |
| Optional cloud sync | Pro cloud sync requires an account and internet access. |
| PDF sharing | Export documents and share them using supported apps on your device. |
Save your own services, rates and material costs for the work you do.
Estimate emergency pipe burst calls, water heater replacements, and fixture installations on site. Apply your chosen markup to recorded material expenses with Pro.
Draft 200A service panel upgrades, EV charger installations, and rewiring quotes before leaving the driveway. Track permit fees and master electrician billable hours.
Describe maintenance or installation work in your own line items. Save seasonal service packages and ductwork replacement rates for reuse.
Calculate subfloor preparation, square-foot tile quantities, and demo disposal. Manually record payments received outside the app and track the remaining balance.
Quote tree removal, lawn irrigation, hardscaping, and sod installation. Invoice weekly maintenance contracts or one-off storm cleanups with PDF documents.
Run the live billable hours stopwatch while on site. Record expenses and convert billable costs into invoice line items with Pro.
This sample calculator uses illustrative rates and tax percentages. Adjust the example to explore the arithmetic; it does not generate AI estimates or determine the tax rate for your location.
| Description / Item | Unit Rate | Quantity | Total |
|---|
Available subscription plans and localized prices are shown in the app before purchase. Plans and prices can differ by platform.
Create your first documents without an account or payment card.
Remove invoice and estimate creation caps and access premium features.
Licensed & Insured · Electrical, Plumbing & Remodeling
#EST-2026-084
Prepared for: Sarah Jenkins · 452 Maple Ave
Date: September 16, 2026