Services

Branded Estimates & Invoices

Send professional estimates and invoices in minutes from your phone.

How you invoice is how customers judge your business. We set up a clean, branded system so you can send a professional estimate or invoice from your phone — on the job site, in the driveway, or from home.

Demo CRM invoice builder showing flooring estimate with grand total
Interactive Demo

See exactly what your invoices could look like

Try the invoice builder. Add materials, adjust quantities, and export a branded PDF — no signup required.

This is a sample built for a flooring company. Yours is customized to your trade, your services, and your pricing.

Get a Free Review
The Problem

Sound familiar?

What's Included

What we build for you

Branded Templates

Estimates and invoices with your logo, business name, and contact info — looking like a real company from the first send.

Mobile Send

Send from your phone on the job site, in the driveway, or from home. Built for how contractors actually work.

Item Library

Pre-built list of your services so you're not retyping the same items every time.

Payment Link Built In

Customers pay directly from the invoice. No chasing. No calls asking how to pay.

The Process

How it works

Step 01

We set up your account.

Your business name, logo, and contact info added — ready to send in minutes.

Step 02

We build your item library.

Your most common services pre-loaded so you spend less time typing and more time on the job.

Step 03

We send your first estimate.

We walk you through the whole flow so you know exactly what to do.

Step 04

You're live.

Send estimates and invoices from your phone. Customers pay directly from the invoice link.

Built For

Who this is for

  • Contractors still using handwritten invoices or personal email
  • Business owners who lose track of who owes them money
  • Anyone who wants to look more professional without complicated software
  • Trades businesses ready to cut time between job done and money in account

Not sure if this is right for you?

Get a free review. We'll look at your current setup and tell you honestly if this is what you need — or if something else makes more sense first.

Get a Free Review
Next Step

Get a Workflow Review

We look at how you currently send estimates and invoices, what branding you have in place, and what your customers see. Then we walk you through what the setup would include and what it would cost.

Pricing is confirmed after the review. No setup happens before you agree to the scope and cost.

Get a Free Review
Real Work

See it in action

A local Atlanta flooring contractor we work with was building invoices in Excel — spending real time on every single one. The finished invoices did not match the quality of the work.

Now he sends a branded estimate or invoice in minutes from his phone. From the driveway. From the job site. Customers see a professional document with his branding — and a payment link built right in.

The biggest difference? Looking like a real business from the first estimate — before the job even starts.

Get a Free Review
Contractor reviewing a branded estimate on a large monitor in the workshop
FAQ

Questions about Estimates & Invoices

Our system is built and maintained by us — branded for your business, not a generic template you have to live with. It is web-based so it works on any phone, tablet, or computer.
Yes. The system is mobile-first. You send estimates and invoices from your phone, sign customers in the driveway, and collect payment links — all from one device.
Not really. We walk you through the full flow during setup so you know exactly what to do before we hand it off to you. Most contractors find it simpler than what they were using before.
Yes. Estimates and invoices use the same system, the same branding, and the same flow. Send an estimate, customer approves, and it converts to an invoice — without you re-typing anything.
Built in. Every invoice can include a payment link so customers pay by card, Apple Pay, or Google Pay directly. We help you set up Stripe so the money goes straight to your bank.

Looking for the full system — clients, jobs, estimates, invoices, payments, and progress tracking? See Branded CRM →

Ready to send estimates that look like a real business?

Get a free review. We'll look at how you're invoicing now and show you exactly how to fix it.

(678) 835-8150

Text CoreX Call CoreX