Features

Everything in the app, explained.

A practical tour of what's in the box — written for people who run service businesses, not for spec sheets.

01 · AI bid drafting — new

quote a job from a sentence.

Describe the work the way you'd text it. The Invoice Planner drafts the line items and prices — you review, tweak, and send. Three free drafts to try, on the house.

How AI bid drafting works, and what stays private →

new estimate — describe the job
you type
repaint a 3-bed exterior in austin — pressure wash, patch and prime, two coats premium
✨ draft the bid ✨ 3 of 3 free drafts
No forms, no catalog hunting. Plain words in, a priced draft out.
estimate — drafted · review & send
it drafts
✨ Pressure-wash exterior $180.00
✨ Patch & prime $240.00
EDITED Premium paint · 2 coats $1,150.00
✨ Labor $320.00
DRAFT TOTAL$1,890.00
edited — the ✨ clears the moment you touch a price. The numbers are yours.
your words go out — your customer's name doesn't
A draft sends the job description, city/state, and currency. No names, no emails, no invoice history.
not used to train the AI
Your drafts aren't training data — zero retention is on at the provider. It's in the privacy policy, in writing.
you review every price
It's a draft, not a decision. Nothing is sent to a customer until you've looked it over and hit send.
Try a draft free 3 FREE DRAFTS · NO CARD

02 · Customers & invoices

One profile per client. Every job inside it.

A customer card carries the address, the phone, the email, and every invoice you've ever sent them — with totals at a glance.

  • Full contact info with auto-formatted phone numbers
  • Multiple invoices per client, each with its own line items and payment history
  • Aggregate stats: total invoices, unfinished tasks, paid, due
  • Search across name, email, phone, invoice number, or amount
  • Batch select on the home screen — bulk mark paid, delete, or send
CUSTOMER · 014
R&K Landscape Co.
(512) 555-0142
7 jobs
  • INV-0142 Mar 14 $3,014.76
  • INV-0128 Feb 02 $1,820.00
  • INV-0119 Jan 18 $640.00
Lifetime $14,280.40

03 · Invoice types

Four kinds, one workflow.

Service businesses don't run on a single invoice format. Proposals become real invoices. Down payments need running balances. Recurring jobs need to roll forward. We handle all four out of the box.

  • Proposal — placeholder number, convertible to a real invoice the moment it's accepted
  • Paid in full — single payment with method (cash or check)
  • Down payment — incremental payments with a running balance and per-entry dates
  • Recurring — daily, weekly, monthly, or yearly; next occurrence auto-generates on payment
  • Overdue badge on the home screen — never miss a follow-up
INV-0142 Recurring · monthly
Paid
INV-0141 Down payment · 2/3
Due
PROP-A09 Proposal · est.
Sent
INV-0138 Paid in full · cash
Paid

04 · PDF & email

Branded PDFs in two taps.

A real invoice with your colors, your contact details, and a clean signature block — generated on the device and ready to share.

  • Twelve-color picker for primary & accent — match your trade dress
  • Proposal header treatment with down-payment disclaimers
  • Signature block on every page
  • Email template pre-populated with customer + company details
  • Native share sheet — Mail, Messages, WhatsApp, AirDrop, anything
JUAN R.
Landscape & design
INV-0142
03 / 14 / 26
Bill to
R&K Landscape Co.
1240 Cedar Ave, Austin TX
Site grading$640
Wall stone$1,540
Sod delivery$420
Total$3,014.76
x __________________ Signed

05 · Planning canvas & calendar

Plan the week. Sketch the site.

A two-week color-coded calendar shows everything sent, overdue, and recurring — plus a drawing canvas for on-site sketches stored against each customer.

  • Markers: sent, overdue, recurring, notes
  • Tap any date to start an invoice or drop a schedule note
  • Drawing canvas with color picker, stroke width, and undo
  • Each sketch stored per customer for next time you're back on site
MAR 14 — MAR 27
14
15
16
17
18
19
20
21
22
23
24
25
26
27

06 · Your data

Local-first. Yours forever.

Data lives on your device and works offline. Cloud sync is opt-in, and everything exports in formats you can take with you.

  • On-device JSON storage — fully offline by default
  • JSON backup & restore — customers, invoices, notes, settings, logo
  • CSV export of the full invoice list and per-customer payment histories
  • Optional Firebase cloud sync — Auth, Firestore, Cloud Storage
Export.json 12.4 KB
Invoices.csv 4.1 KB
Backup-2026-03-14.json 98 KB
Cloud sync optional

Try it free. Today.

Use it offline this afternoon. Sync to the cloud whenever you're ready.

Start free Download