Contractor Estimate & Invoice 17.1

Contractor Estimating & Invoicing Tool Review

The Contractor Estimating & Invoicing Tool is a comprehensive app designed for building construction professionals, offering a range of features for estimating, invoicing, financial management, and client communication. It provides a client-focused scheduling system integrated with contact information for efficient appointment management.

The app offers a one-time purchase option without any recurring monthly or annual fees, making it a cost-effective solution for small businesses.

Key features include a powerful invoicing function for creating, emailing, and printing various types of invoices along with detailed profit and loss analysis. The tool also provides inventory control, profit and loss information, all securely stored on the device without the need for external servers.

• Project Pro: Enables users to create detailed estimates and invoices with multiple levels and phases, including predefined items with descriptions and costs.
• Scheduler: A robust calendar feature that allows integration with client contacts, appointment management with reminders, invoicing capabilities, and contact information access.
• Contact Management: Facilitates storing notes, images, tracking communications, and seamless communication options within the app.
• Labor, Parts & Supplies: Comprehensive tracking of items with detailed descriptions, costs, quantities on hand, and unit measures.

The tool also handles invoice creation from estimates, supports multiple payment methods and tax rates, while allowing customization of logos, terms conditions, and messages on invoices. It requires an in-app purchase for detailed estimate creation directly at the client site.

Users can manage documents efficiently through the Document Manager feature, customize document formats, capture signatures for approved estimates, and access financial information instantly with detailed reporting capabilities.

Support options include context-sensitive help resources, tutorial videos, as well as email, text, and phone support for addressing any queries or issues related to the app.

The app offers in-app purchases for additional functionalities like iCloud sync for data synchronization across devices, appointment reminders creation, complete financial tracking system with formatted PDF reports for analysis, spreadsheet downloads for backup purposes, and access to Craftsman Cost Books containing labor and material cost information.

The Recurring Service feature allows for easy entry of repetitive services with automated release schedules for maintenance providers. Overall, the Contractor Estimating & Invoicing Tool is a comprehensive solution tailored to the needs of building construction trades.