Send a quote before you leave the driveway.
Pick your services from your own price list, send the quote by link, and let your customer say yes on their phone. When they do, one tap turns it into a job and an invoice.
How it works
Step 1: Build the quote
Choose services you saved once. Change the amount or the number of units for this job. Add a note if you need one.
Step 2: Send it by link
Your customer opens the quote on their phone. No app and no account for them.
Step 3: They say yes
They accept online. If you offered optional add-ons, they tick the ones they want and the total updates.
Step 4: Turn it into a job, then an invoice
Nothing gets typed twice. The job and the invoice start from the quote.
What you get
- Your price list loads with the common services for your trade. Prices start blank, so they are yours.
- Optional add-ons your customer can accept or skip without calling you.
- Discounts on invoices, by percent or by flat amount, applied before tax.
- A clear record of every payment on each invoice, with partial payments handled.
Questions people ask
Does my customer need an account?
No. They open a link, read the quote, and accept it.
Can I offer extras they can choose?
Yes. Mark any line as an optional add-on. Your customer ticks the ones they want before they accept.
What if I need to change an invoice after sending it?
A sent invoice is locked so the numbers your customer saw cannot quietly change. You can void it and make a new one.
More: Getting paid, Recurring plans, Reports
MyFieldBooks is a BLACKROADZ™ product.