How it works
Notes, quotes, and payments — from the job.
Snap handwritten notes and job photos, or Walk the jobsite pictures first. The path is the same whether you are on a remodel, a service call, or a longer commercial job.
01
Snap / Walk
Pictures-first Walk or pad photos
02
Make the quote
Analyze fills the sheet
03
Review & send
You check it, then send
04
Invoice
Same line items, due date
05
Payment
Customer payment link
06
Receipt
Sent automatically
Try a handwritten note
Snap the pad. We fill the quote.
Sample
Harbor & Pine Co.
Jordan Hale
123 Mystery Lane, Springfield
- Deck stain$1,200
- Rail repair$900
- Hardware & cleanup$300
Harbor & Pine Co. · labeled sample · not a real job
Filled quote
Names, address, line items, and the total. You check it, then send.
01
Pictures-first Walk or New Quote
Walk the jobsite starts empty — attach pad and jobsite photos first, then Make the quote. Or New Quote / type as you go. Quotes and invoices only — Estimates are not a create action.
02
Make the quote
Tap Make the quote. Analyze fills customer, address, line items, and totals. You review before send. AI is optional — you can type the job.
03
Check the branded sheet
Settings theme gold/colors and logo print on the sheet. Old drafts keep the logo they were saved with. Page 1 is the text; photos start page 2. No filename captions. Signature boxes stay small. Preview has a Close control on iPhone.
04
Create share link and Draw e-sign
Tap Create share link (or Send to client). The customer opens the private link and Draw-signs — Draw needs a stroke and agree; a typed name is optional. You keep a record of what was issued.
05
Invoice from the quote
Create a saved invoice from the quote instead of rebuilding the same numbers in another tool.
06
Collect payment and send a receipt
Connect Pay Now is optional for customer invoice pay. Record cash, check, Zelle, Venmo, Cash App, or other on Money. When Pay Now is connected and payment is recorded, a receipt can go out automatically.
Money
In the app, record cash, check, Zelle, Venmo, Cash App, or other. Stripe Pay Now payments appear there. Add a receipt with a photo or by typing the vendor, amount, and date.
Questions
Do I have to use AI?
No. You can create quotes and invoices by hand. AI extraction is optional and always reviewed by you before a customer sees the document.
Is there an Estimates create button?
No. Dashboard create actions are New Quote, New Invoice, and Walk the jobsite. Quotes and invoices only — Estimates are not a create action.
What is pictures-first Walk?
Walk the jobsite starts empty. Attach handwritten notes and jobsite photos first, then tap Make the quote. Analyze fills the draft; you review before send.
How does e-sign work?
Tap Create share link (or Send to client). The customer opens the private link and Draw-signs. Draw-only needs a stroke and the agree checkbox — a typed name is optional.
Will the PDF look like my company?
Yes. Settings theme gold/colors and your logo print on the sheet. Old drafts keep the logo they were saved with. Quotes and invoices share the same look.
What is on each page?
Page 1 is the text. Photos start on page 2. No filename captions. Signature boxes stay small.
Does a new quote keep leftover photos?
No. A new quote starts empty.
What happens if I delete a draft?
That draft's photos and PDFs leave storage. Your company logo stays.
Can I close preview on iPhone?
Yes. Preview has a Close control.
Is Stripe Connect Pay Now required?
No. Connect Pay Now is optional for customer invoice pay. Until you connect, record cash, check, Zelle, Venmo, Cash App, or other on Money.
What happens after the complimentary trial?
A complimentary trial is included when you start. After free quoting is used up, unpaid shops cannot create new quotes until they buy a plan. Existing quotes stay available.
Can customers sign and pay without an account?
Customers open a private link for the quote or invoice. They do not need a Manage Job Site login to review, approve, or pay.
Are customer documents listed on Google?
No. Quote, invoice, and receipt token URLs are excluded from indexing. The public marketing site is what search engines are invited to crawl.
How do customers Pay Now on an invoice?
Connect Pay Now is optional. In Settings → Payments, connect your shop Stripe account and finish onboarding until payments are enabled. Pay Now then appears on the customer invoice link. Until then, put payment instructions on the invoice and record cash, check, Zelle, Venmo, or Cash App in Money. Manage Job Site billing is separate from customer Pay Now.
What happens when free quoting ends?
A complimentary trial is included when you start. After free quoting is used up, unpaid shops cannot create new quotes until they buy a plan — New Quote and Walk the jobsite pause until you pick a plan in Settings → Billing. Existing quotes stay viewable, sendable, and signable. New invoices stay available.
Is Money bookkeeping software?
No. Money tracks money in and money out for the job. It does not file taxes, sync a bank, or replace your books.
Example document
How the PDF comes out
This is a labeled sample quote document — example product output, not a customer review.
Sample
Harbor & Pine
Co.
Sample repair proposal
Quote
Number
Q-1042
Date
Aug 18, 2026
Prepared for
Jordan Hale
(555) 014-2208
Jobsite
123 Mystery Lane, Springfield
Deck stain + rail repair
Materials and labor included
Sample scope for a labeled example document: stain an existing deck and repair loose rail sections. Round numbers only — not a real job.
- 1
Deck stain
Prep and stain existing deck boards.
$1,200
- 2
Rail repair
Repair loose rail sections and hardware.
$900
- 3
Hardware & cleanup
Fasteners, stain, and haul-off.
$300
Total lump-sum
$2,400
Deposit $800
Due $1,600
Customer signature
Contractor signature
Harbor & Pine Co. · labeled sample · not a real job
Example quote · labeled sample
Deck stain + rail repair