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Estimates and invoices · Trades pack

Estimate software for contractors signed and paid from a link.

Customers pick an option and sign on their phone. Invoices show what's due now and what's paid, with one button to pay.

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From the practice app's made-up roofing company. Nothing in it is saved or sent.

An estimate on the customer's phone with good, better and best options to pick
An invoice on the customer's phone: amount due, a Pay button and the payment schedule

Price

Trades plans, two ways to pay.

Trades Solo $49/ mo1 technician, plus 1% on card payments. Your first month $14.
Trades Everything $249/ mo3 technicians, plus 1% on card payments. Your first month $49.
Trades Everything, no payment fee $449/ mo3 technicians, no platform fee on card payments. Your first month $49.

Each extra technician is $29 a month. Trades plans come two ways: with 1% on card payments you take through us, on top of Stripe's processing, or with no platform fee for a higher monthly price.

1.0 Estimates

Good, better, best. Signed from a link.

  • Options side by sideOne marked Recommended, signed by typing a name.
  • Change orders from a linkThe customer approves or declines the change.
  • Quiet estimates followed upThree emails, then a text, then a call list for a person. Quiet hours and opt-outs respected.

2.0 Invoices

Deposit, progress, final. One Pay button.

  • A payment scheduleWith a progress bar and one Pay button for the next payment.
  • Card paymentsCustomers pay by card from the invoice, through your own Stripe account.
  • Overdue invoices flaggedThey show in the owner's Needs-you inbox, each with one button.
  • A customer portalTheir invoices to pay, upcoming visits and their plan, in one place.
The customer portal: an invoice to pay, upcoming visits and the maintenance plan

3.0 In the office

Your prices stay with the office.

  • Price bookYour parts and services with cost, markup and price.
  • Maintenance plansPlans billed on a schedule, with the visits they include booked from a reminder.
  • Techs never see moneyPrices, invoices and margins stay with the office.

Questions

Asked and answered.

How much does it cost?
Estimates and invoices are part of the trades plans. Trades Solo is $49 a month for 1 technician, and Trades Everything is $249 for 3, with your first month from $14. Trades plans come two ways: with 1% on card payments you take through us, on top of Stripe's processing, or with no platform fee for a higher monthly price.
How do customers sign?
They open the estimate from a link on their phone, pick an option and sign by typing their name.
Can I take a deposit?
Yes. An invoice can carry a deposit, progress payments and a final payment, with a progress bar and one Pay button for the next one.
What if the job changes?
Send a change order from a link. The customer approves or declines the change.
Who follows up on quiet estimates?
Reminders do: three emails, then a text, then a call list for a person, with quiet hours and opt-outs respected. An estimate with no answer also shows in the owner's Needs-you inbox.

Goes with

More that works with it.

Send the estimate. Get paid from a link.

Try the practice app as the office or a customer. Nothing is saved or sent.

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