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Open Settings → Quotes and invoices and enter your rate for equipment and materials, and for labor if your state or province taxes it differently. New quotes use these rates; quotes you already sent keep theirs.

Open Price book. It comes loaded with common HVAC equipment, parts and labor. Change any price, or use Apply markup to set your prices from your cost in one go. Quotes and templates use these prices.

Open Estimates and press New estimate. Pick the customer, add options (good, better, best) from your price book or a template, then press Send. Your customer gets a link to view it, choose an option and approve it from their phone.

Yes. Open the quote or invoice and press Text. It opens a message on your phone with the link filled in, sent from your own number.

Open Settings → Business profile. Your logo, address, phone and license number go at the top of every quote and invoice.

The owner opens Settings → Payments and presses Connect Stripe. After Stripe's short setup, invoices and deposits get a Pay button so customers can pay by card, and payments are recorded on the invoice automatically.

Open Connectors → QuickBooks and sign in to QuickBooks Online. Customers, invoices and payments sync from EstimateKit to QuickBooks.

Open the invoice and press Record payment. Enter the amount and method; a part payment leaves the rest showing as owed.

Open Settings → Team and invite them by email. Everyone shares one subscription, up to 25 people. Technicians see their own jobs; owners and office admins see everything. You choose what techs can see on the same page.

EstimateKit works in any phone browser, and you can add it to your home screen. An iPhone app is on its way to the App Store.

Follow the steps on EstimateKit in Claude and ChatGPT. In Claude, it's in the connector directory: Settings → Connectors → Browse connectors → EstimateKit. In ChatGPT, open Plugins, search EstimateKit and press Install plugin.

The sign-in request expired or was already used. Go back to Claude or ChatGPT and press Connect again, then sign in and press Allow within a few minutes.

Disconnect it (below), then connect again. On the EstimateKit screen that asks you to allow access, press Not you? and sign in with the right account.

Owners and office admins: open Connectors → Claude & ChatGPT and press Disconnect. Access stops straight away. Anyone can also remove the connector in Claude or ChatGPT.

By design. The assistant only saves drafts. You review each one in EstimateKit and press Send yourself.

14 days with everything included and no card needed. When it ends, your account becomes read-only until you choose a plan: nothing is deleted. The plan is $49 a month for the whole team.

The owner opens Settings → Plan and billing and presses Card, invoices and cancelling. That opens your billing page at Stripe, where you can update the card, download receipts or cancel.

Use Forgot password on the sign-in page, and we'll email you a reset link. If you signed up with Google or Apple, use that button to sign in instead.

Open Settings → My account. Download my data gives you a copy of everything. Delete my account removes it for good and cancels the paid plan, so nobody is charged again.