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.
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.
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 5 days? One polite automatic check-in with the approve link. 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 show on the customer's page. Before/after sells the next job.
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)
Jobs from $500–$17,500 can show "as low as $X/mo." A $9,000 roof feels like a car payment — and you're paid in full up front.
Deposits & partial pay
Ask for a percent or fixed deposit right on the estimate. Customer approves → pays the deposit → 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.
Automatic review requests
Paid invoice → automatic thank-you email with your Google review link. Reviews are how contractors get found.
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.
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.
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 once — it's on estimates, invoices, PDFs, and the client portal. Your paperwork looks like a company.
QuickBooks & Excel export
Every list exports. Batch import brings your clients, invoices, and estimates over from your old app in one upload.
English & Español
The whole app AND your customers' pages, both languages, 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.
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