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Features / Estimates to invoices

Estimates and invoices

From the quote to getting paid, with Canadian tax done right

Build the estimate from your price book and the takeoff, send it, turn it into a job and invoice it. GST, HST, PST and RST come out right for the province.

Included in: Every plan Compare plans

An estimate with material and labour lines, Ontario HST and the total in Canadian dollars

What it does

  • Price book and takeoffMaterials and labour from your price book, counts from the drawing, wire from the wire runs, markup and labour rate from Settings.
  • Canadian tax by provinceHST in Ontario and the Atlantic provinces, GST plus PST in BC and Saskatchewan, RST in Manitoba, GST only in Alberta and the territories. Rates are dated, so old invoices keep their old rate.
  • PST the way contractors charge itBC real-property contracts, Saskatchewan PST on the whole contract, Manitoba RST on labour too: presets to start from, set per document.
  • Paid onlineA pay link on each invoice takes the card through your own Stripe account. The payment lands on the invoice by itself.

How it works on site

  1. Start an estimate from the job, the drawing takeoff or a wire run.
  2. Send it by email from the app, or print it.
  3. When it's accepted, turn it into a job, then into an invoice with change orders.
  4. The customer pays by card from the link. Ageing shows who still owes you.
An invoice with GST and PST lines, the amount paid and the balance owing
Invoices carry your GST/HST number and the tax by component.

Which plan includes it

Every plan has no caps on invoices, estimates, jobs, clients or drawings. Plans differ by features and included users.

Good to know. The tax presets are a starting point, not tax advice: whether PST is charged on a contract depends on the work and the customer. Check with your accountant. Online payments need a Stripe account of your own (we can set it up for you). Your logo on estimates and invoices is coming.

Try it on your next job

14 days free on the plan you pick. A $1 deposit confirms your card and comes off your first month. Cancel before the trial ends and the plan is never charged.