
Run the full job lifecycle from first quote to scheduled work order to final payment and purchasing on the free plan.
Create, edit, duplicate, print/PDF, and share invoices with notes, terms, tax, discount, and payment status tracking.
Build quotes with line items, sales tax, discounts, terms, acceptance, and conversion into new invoices.
Store customer contact/location details and link each client to quote and invoice history.
Maintain a reusable catalog of services/items with default pricing and descriptions for fast document creation.
Take card payments with Stripe checkout, route payouts to your business, log payments, and keep invoice balances in sync.
Release accepted quotes as work orders, open them in Google Calendar, and sync the scheduled date and time back to the quote.
Track both invoice-level and standalone expenses with categories, dates, descriptions, and reporting impact.
Review unified ledger rows for expenses and payments, filter by search/date, and manage categories.
Enable weekly, biweekly, monthly, quarterly, or yearly invoice generation aligned to each recurring anchor date.
Attach images or PDFs to invoices and quotes so receipts and backup docs stay with each job record.
Set logo, terms, print themes, custom theme colors, invoice/quote ID formats, plus business currency, timezone, and date format defaults.
Talk to Emmitt, your personal AI assistant, by chat or voice to search records, create or update data, run CSV imports and exports, and ingest uploaded expense documents.
Start free with up to 3 clients and full invoicing, inventory, and vendor purchasing workflows, then upgrade anytime for Emmitt, your personal AI assistant, plus voice tools and unlimited clients.