All Tutorials
Contractors 3 min read

Creating Invoices & Estimates

Send professional, branded PDFs to clients in minutes.

  1. 1

    Open Invoices from your dashboard

    Choose whether you're creating an Estimate (a quote before work) or an Invoice (a bill after work).

  2. 2

    Add line items

    List labor, materials and quantities. Totals, and tax if you add it, are calculated automatically.

  3. 3

    Add your logo

    Upload your company logo once in settings β€” it appears on every PDF you generate, making your paperwork look professional.

  4. 4

    Download or send

    Export a clean PDF to email or print, or send it to the client through the platform.

  5. 5

    Convert estimates to invoices

    When a quote is approved, convert it to an invoice in one click β€” no retyping.

Pro Tips

  • β€’ Detailed line items reduce pushback β€” clients trust itemized pricing.

Try it yourself

The fastest way to learn is to jump in β€” your account is free.