Software for the trades that runs the whole job.
Quotes, scheduling, dispatch, invoicing, card payments and customer records for HVAC, plumbing and electrical shops, in one $49/month tool. Built for small and medium shops of up to 25 people, not enterprise call centers.
Estimates customers approve on their phone.
Build a branded estimate from your price book, offer good / better / best options, and send it as a link by email or text. Customers open it, pick an option and sign to approve. No login, no PDF attachment, no app to install.
- →Good / better / best options on every quote
- →Your logo, license number and terms on every page
- →See when it was opened, and follow up from the same screen
- →Build estimates with no cell signal; they sync when you are back online
Job scheduling built for a crew, not a call center.
Approved estimates turn into jobs with one click. Drag them onto the calendar, assign a technician, and each tech sees their jobs on their phone. A dispatch board with a map is there when the crew grows.
- →Day, week and month views with drag-and-drop
- →Assign technicians, no per-seat fee, up to 25
- →Customer address and notes on every job card
- →Maintenance plans: visits scheduled, reminder emails sent, renewals automatic
Invoicing that gets you paid before you leave.
Convert a finished job to an invoice with the line items already filled in. Connect Stripe and the customer pays by card from the invoice link, straight into your own account, and the invoice marks itself paid. Checks, cash and e-transfers you record yourself. Reminders go out on their own before the due date and for two weeks after it, and if you use QuickBooks Online, invoices and payments copy into it on their own.
- →One-click invoice from estimate or job
- →Customers pay by card online, no EstimateKit fee
- →Deposits, partial payments and balances tracked to the invoice
- →Automatic reminders on overdue balances
Customer history every visit, every dollar.
Each customer has one record: contacts, past estimates, jobs, invoices, notes and the equipment on site. Import your existing list from a spreadsheet and stop searching your text messages.
- →Full estimate, job and invoice history
- →Equipment on site: model, serial, install date and a data-plate photo
- →Contacts and site notes on every record
- →CSV import from any spreadsheet or old software
A dashboard that answers “how are we doing?”
Open the app and see what needs attention today: jobs to assign, estimates about to expire, invoices overdue, revenue collected this month. Nothing to configure.
- →Today's schedule and unassigned jobs
- →Expiring estimates and overdue invoices
- →Collected revenue by month
Everything connects. Nothing gets retyped.
An approved estimate becomes a scheduled job, the job becomes an invoice, the invoice becomes a payment, and every step lands on the customer's record. That is the whole product.
About the features. Answered plainly.
HVAC, plumbing and electrical each start with a priced price book, common repairs, quote templates and the equipment types you'd record at a home. Any other home service trade can use everything else and bring its own price list. If you run more than one trade under one roof, add the second one in Settings.
No. They receive a link by email, open it, and approve right there in the browser. No login, no app.
Yes. Export a CSV from your current tool and upload it. Columns are matched automatically, and you can fix any match before it saves.
Yes. There is one plan. Every feature on this page is included, with unlimited estimates, invoices and customers and up to 25 people.
Yes. Estimates, scheduling and invoicing all work from the phone browser, so you can quote and close out a job without going back to the truck.