Product

Jobs, quotes, payments, and money.

Contactor Docs is built around what already happens on a jobsite: notes, photos, a price, a signature, an invoice, and a receipt.

Jobsite capture

Photograph handwritten notes, sketches, and the work in front of you. Add more photos from the office. Files are checked for type and size before they are stored.

AI extraction

Optional AI drafts scope, line items, and quantities from those photos and notes. You review and edit before a customer ever sees a number. Manual entry is always available.

Custom contractor branding

Company name, logo, colors, phone, email, and conditions print on the PDF. The document should look like it came from your shop, not a generic template.

Quotes, estimates, and invoices

One document model covers quotes, estimates, and invoices. Accepted quotes become invoices without rebuilding the job from scratch.

E-signatures and customer approval

Share a private customer link. They can review the quote and accept. Signed versions are stored as issued — not silently rewritten later.

Customer payment links

Send an invoice with a link to pay. The customer opens the invoice, pays the balance, and the payment is recorded against that document.

Automatic receipts

When a payment is recorded, a receipt can be generated and sent so the customer has proof without a separate office step.

Money tracker

Record cash, check, Zelle, Venmo, or other. Stripe Pay Now payments show up there. Add a receipt with a photo or by typing vendor, amount, and date. This is a jobsite tracker, not bookkeeping or bank sync.

Customers and projects

Keep parties and jobs in the workspace so the next quote starts from a name and an address you already have.

Workspace for the crew

Pro and Business plans include additional users so office and field can share the same customers, projects, and documents.

Private customer links

Customer quote, invoice, and receipt pages use unguessable tokens. Those pages are excluded from search indexing.

Run the shop from the job.

Notes, quotes, payments, and Money in one workspace.