Currently, there isn’t a way to change suppliers/vendors, and all material pricing is pulled from the closest Home Depot to the zip code registered in your app, or the address/zip included in the project description field. We’re working to expand this! In the meantime, you can include any pricing specs in the project description field, […]
¿Cómo cambio el idioma de la aplicación a español?
Actualmente, el idioma de la aplicación no se puede cambiar. Sin embargo, pueden crear sus estimados en otros idiomas ingresando algo como “Escribe el estimado en español” en el campo de descripción del proyecto, y la aplicación generará todo el estimado en español. While the app’s language cannot be changed right now, you can create […]
How do I send estimates/invoices as PDF attachments instead of links?
To send an estimate or invoice in PDF format, you’ll want to download it and then send it in PDF format. Alternatively, you can send either to yourself via email, download from that link and then forward from there. To download an estimate: To download an invoice:
How do I create a change order for an existing estimate?
Currently, we do not have a change order feature online yet, however, as a workaround you can duplicate the original estimate and make changes to resend to your customer which will keep the original estimate separate from the one with changes. To duplicate the estimate, you can use these steps:
Can I use decimal tax rates?
You can add this by using the following steps:
How do I add my contractor license number to estimates and invoices?
To add your business license information, you can use the following steps:
How do I apply markup to labor only (not materials)?
An estimate with both labor an materials included will apply the mark up to materials only. In order to apply mark up to labor only, you’ll need to have an estimate with only labor line items included, or the app will apply it to the materials. Alternatively, you can manually calculate the mark up and […]
How do I set up progress billing or show percent completion on invoices?
You’ll want to create an invoice first and then apply payments using the payment schedule feature. To create a quick invoice, you can use these steps: To create an invoice from a saved estimate: To add a payment schedule, you’ll want to use these steps: To send an invoice, you’ll want to use the steps […]
How do I add a deposit or down payment requirement to my estimate?
Currently, the estimate feature does not include a built-in down payment or deposit requirement option. However, you can still include deposit details by adding them in the Message, Notes, or Disclaimer fields before sending the estimate. You can access these fields on the Preview Estimate screen before sending your estimate to the client. How do […]
How do I upgrade to the annual subscription?
Currently, the annual plan is limited to Apple devices and will be available on Android devices in the future! If you currently have an existing subscription set up, you’ll want to cancel it first and then wait for it to fully expire. Once canceled, you can locate the expiration date in the App Store under […]