What you installed, on file
Brand, model, serial number, where it is in the house and the day it went in, kept under the customer.
Heating & cooling, plumbing, electrical
Estimates and invoices for plumbers
Price the job from your phone before you leave the driveway, email the estimate, and turn the yes into an invoice in one click. The Trades Pack keeps the water heaters, sump pumps and boilers you install on file.
14 days free
No card needed
Cancel anytime
Trades Pack
Track the equipment you install and maintain
On top of estimates, invoices, customers and a Today page that shows what needs attention.
Warranty and maintenance reminders
Give a unit a warranty end date or its next maintenance date. Thirty days ahead its reminder is ready on your Tasks page, with the email to the customer already written.
Made for the truck
It runs in the browser on your phone. Write the estimate on site and email it before you pull away.
Stock on the van and the shelf
With the Inventory add-on, keep counts of the fittings and parts you carry and see what is running low.
Ready on day one
A price list that already fits
Your account starts with common jobs for your trade, each with an example price. Change any name or price, and add your own.
- Service call & diagnosis
- Drain cleaning
- Water heater install – 50 gal
- Toilet replacement
- Faucet install
- Garbage disposal install
- Leak repair
- Sump pump replacement
Only need one invoice today? Make it with the free invoice maker, no sign-up.
How it works
From “how much?” to paid, without the paperwork
Send the estimate
Choose the customer, add what the job needs from your price list and email it — from the office or from the driveway.
Your customer says yes online
They open the link on any device, look it over and accept. You get an email the moment they do.
Invoice it and get paid
Turn the estimate into an invoice in one click and send it. Your customer pays by card from the link, and the invoice marks itself as paid.
Pricing
$39 a month for the base program and the pack
No setup fee and no contract. Try everything free for 14 days.
Base program + Trades Pack
$39per month
$24 for the base program and $15 for the pack.
- Customers with their full history in one place
- Estimates that turn into invoices in one click
- Invoices with tax, payment tracking and print-ready pages
- A price list, team members and a Today page showing what needs attention
- An equipment file per customer: brand, model, serial and location
- Warranty and maintenance-due reminders
- Full service history on every unit
- Card payments on your invoices, straight to your own bank account
14 days free. No card needed to start.
Add when you need them
Scheduling+$8 / mo
Inventory+$8 / mo
Switch add-ons on or off whenever you like; your monthly total follows. Pay monthly by card or PayPal. Cancel anytime. See every add-on and price.
Questions
Good to know
Does it work without a signal?
No. It needs a connection to open your records and send documents, so in a basement with no signal you will have to step outside.
Can I put labor and parts on the same invoice?
Yes. Your price list holds both services and products, by the hour or each, and you can also type in any line by hand with its own quantity and price.
Can a customer accept an estimate while I am still on site?
Yes. Email it from your phone. They open the link and accept it, and you get an email straight away.
Spend less time on paperwork this week
Set up takes a few minutes. Your first estimate can be on its way to a customer today.
Start your free trial