The full tour

Everything in the toolbox

Most of what's on this page costs extra, or doesn't exist, anywhere else. Here it's just the app.

🏆 Win the job

📣

Instant Quote lead page NEW

Your own public lead page with a QR code. Homeowners describe the job and it hits your phone in seconds with a 🔥 email. On Pro and Crew, the AI also quotes them an honest ballpark on the spot, from your price book, or smart market rates until you’ve built one.

🎤

Voice walkthrough estimates

Walk the site, talk, snap photos. AI turns it into a priced, line-itemed draft estimate before you leave the driveway.

📐

AI reads plans, photos & PDFs

Upload plan sets or job photos, the AI takes off quantities and builds the estimate. Big PDFs? Pick just the pages that matter.

📐

Works with your scanner app NEW

Already scan rooms with magicplan, Polycam, Canvas, or Scaniverse? Attach the floor-plan export and the AI reads the dimensions, then prices them with YOUR rates.

🛰️

Roof & attic measurement

One tap pulls a measured roof/attic footprint from the client's address, square footage without climbing anything.

📒

Your price book, your numbers

AI estimates use current market rates on day one and switch to YOUR rates as you add them. One-tap live web price checks keep materials current.

🥇

Good / Better / Best proposals

Generate three priced tiers from one description. Customers choose a level instead of choosing whether.

✍️

E-signatures

Customers approve and sign from their phone, name, timestamp, and IP recorded. You're emailed the moment it happens.

Price valid until NEW

Estimates carry an expiration date. Customers see "price good through…", urgency for them, protection from old prices for you.

👀

Open tracking NEW

First-open email alerts plus "Opened, not signed yet" right on the estimate list. Know who to call while it's warm.

Automatic estimate follow-ups

Quiet for a week? A polite automatic nudge with one-tap buttons (approve now, still thinking, ready in two weeks, other plans), and one more a week later if needed. Quiet estimates are lost jobs, not anymore.

📱

Send by text or email NEW

Email through SayEstimate, or tap once to text the link from your own phone number. Texts get opened in minutes, not days.

Duplicate anything

Copy any estimate or invoice into a fresh draft, same line items, new number, today's date. Quote repeat work in seconds.

📷

Job photos customers see

Attach photos to an estimate or invoice and choose which ones show on the customer's page. Before/after sells the next job.

💵 Get paid

💳

Card payments, 0% markup

Customers pay by card at Stripe's standard rate. We add nothing on top, and the money settles to YOUR Stripe account, not ours.

🏦

ACH bank payments

Lower fees on big invoices. The invoice shows "processing" while the transfer clears, flips to paid on its own, and tells you when it lands.

💳

Customer financing (Affirm)

Customers can apply for monthly payments through Affirm right at checkout, subject to Affirm's approval and terms. A big roof feels manageable in monthly payments, and you are still paid in full up front.

💰

Deposits & partial pay

Ask for a percent or fixed deposit right on the estimate. Customer approves → pays the deposit by card → the balance carries to the invoice automatically.

🔔

Automatic payment reminders

Overdue invoices get a friendly weekly email until they're paid. You can nudge manually by email or text any time.

🔁

Recurring invoices NEW

Monthly, quarterly, or yearly billing on autopilot. SayEstimate creates each invoice on schedule and can email it with a pay link, you just watch the 💰 alerts.

Automatic review requests

Paid invoice → automatic thank-you email with your Google review link. Reviews are how contractors get found.

💵

Progress billing NEW

Bill a job in chunks. 25% to start, 50% mid-job, the rest at the end. Presets or custom amounts, deposit credit applied automatically, running "billed X of Y" right on the estimate.

±

Change orders NEW

"While you're here, can you also…" now pays properly. One tap adds a change order to any approved job, priced, sent, and e-signed just like the original estimate.

🧾

Credit memos

Refunds and adjustments handled properly, with their own numbered documents your customer can view.

💬

Email or text, tagged

Every sent document shows how it went out. ✉️ Emailed or 💬 Texted, and to where.

Card on file, invoices that pay themselves NEW

Customers save a card once. Every recurring invoice after that charges automatically and marks itself paid, you get a "paid" email instead of a chase list.

🗂️ Run the business

🔗

Client portal

One private link per client with every estimate, invoice, and their balance, always current. Text it once; they bookmark it.

📅

Job scheduling NEW

Approved estimates queue up "ready to schedule." One tap books them. Day-by-day agenda with times, crew, and notes, nothing slips.

📸

AI receipt scanning NEW

Photograph a receipt; AI files the vendor, total, date, category, and tags the customer if their name's scrawled on it.

📊

Job profitability

Collected vs. job costs vs. margin, per client. Finally see which work actually makes you money.

🏛️

Tax summary & set-aside

Year-end numbers ready for your tax preparer, plus a set-aside calculator so quarterly taxes never ambush you.

Monday digest

One email every Monday: collected last week, still owed, overdue, and estimates waiting on a yes.

📣

AI marketing blasts NEW

One button emails your past clients. AI writes the seasonal special or win-back note, you review, it sends individually to each customer. The big guys charge $79/month for this.

📝

Private client notes

Gate codes, the dog's name, what they're picky about. Only you see them, never the customer.

🖼️

Your logo everywhere

Upload your logo once and it shows up everywhere: estimates, invoices, PDFs, and your client portal. Your paperwork looks like a company, not a text message. And if you don't have a logo yet, don't sweat it, there's a free logo maker built right into the app.

📤

QuickBooks & Excel export

Every list exports. Batch import brings your clients, invoices, and estimates over from your old app in one upload.

🌎

Six languages NEW

English, Español, Français, Deutsch, Português, Italiano. The whole app AND your customers' pages, one switch. Rare anywhere, standard here.

🤝

Refer & earn 3.5%

Share your link; earn 3.5% of every referred subscription as credit on your bill, for as long as they stay.

⌨️

A hundred small kindnesses

Auto-capitalization, phone formatting, dictation-friendly fields, mobile-first layouts, built for thumbs and work gloves.

📅

Day-before appointment reminders NEW

The day before a scheduled job, your client automatically gets a friendly "see you tomorrow at 8" email. Fewer wasted trips to empty houses.

🚚

"On my way" in one tap NEW

Rolling out? One tap texts the client from your own number, "on my way now", so they can text right back.

📡

Works offline NEW

No signal in the attic or out past the county line? Keep working. The app saves everything on your phone and syncs it the moment you're back in coverage.

🗂️

Projects NEW

Group the estimates, invoices, and photos for one job in one place. Open the project, see the whole story, start to paid.

🎬

Built-in how-to videos

Short guide videos right inside the app, from your first estimate to AI walkthroughs. Most are under a minute, because you have work to do.

⏱️

Late fees

Set your late fee once and overdue invoices apply it automatically. Clients pay faster when the invoice says what waiting costs.

👷 Your crew NEW

Up to 8 team members on the Crew plan, $59.99/month flat, not per seat.

✉️

Invite by email

Type their email, send the invite, they tap the link and they're in, working under your business, your numbers, your logo.

🔒

Admin-controlled visibility

Per member, you decide: money & reports, expenses, or just the work. Promote a second admin when you're ready.

🧮

One shared AI pool

1,000 AI actions a month shared across the whole crew, everyone estimates with AI, one predictable bill.

Fourteen days free. Every feature unlocked.

Your first walkthrough estimate takes about three minutes. No card to start.

Start free