Skip the spreadsheet shuffle. Start each job by tapping New Estimate and selecting the client. Pull items from your saved catalog—labor, materials, and services—and drag them into the quote. Rearrange sections, set quantities, apply markups, and adjust taxes in seconds. Add scope notes and terms, then create a polished proposal. Share it for client review and approval, or save as a PDF. Once accepted, keep the estimate connected to the job so scope and pricing stay consistent as work begins.
When scope changes midstream, open the job and add a change document. Pick a prebuilt template that matches your trade, complete the fields that describe what’s changing, and include pricing details. You can reference the original estimate so it’s clear what’s new versus existing. Attach supporting notes or images, send it for approval, and keep the signed record with the project. Templates help you present changes in a format customers recognize and that aligns with common standards.
Billing flows directly from the paperwork you’ve already created. Build an invoice from the accepted estimate or any approved change, choose what to include, and confirm totals. Send it straight to the customer and track status so you know what’s outstanding and what’s paid. Because each invoice is tied back to the source document, you avoid retyping line items and can answer billing questions quickly. If you use photos as proof of progress or completion, attach them to the invoice so customers see exactly what they’re paying for. more
Lnvo
$9.95 per month
Includes Two Users Licenses to start
Send Invoices, Estimates, and chage-orders
Secure client Portal to review Projects
Collect Payments Securely Online
Upload High Quality Photos & More
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