| Estimates | Line items from your price book or a job template, markup, tax and totals live. Voice entry on your phone. | Professional estimates with pre-built templates; sections for labor, materials, stage or room. |
| Sending to the customer | One link, by text or email. Opens in any browser; no app or account for the customer. | Sent by email. |
| Customer acceptance | Accept & sign from the link: a one-time code to the customer's email confirms who is signing, then an electronic signature. Signed copy emailed to both parties; the proposal locks. | Digital signatures in-app. |
| Customer options on the estimate | Yes. Offer choices (good / better / best, add-ons) the customer picks from before signing; the contract reflects what they chose. | Not described. |
| Change orders | Included. Priced on the same bid, approved with a separate signature on the same link. | Elite plan and above. |
| Bid tracking | Draft → Sent → Viewed → Changes requested → Accepted / Declined, updated from what the customer does. Open-pipeline total, won this month, needs-attention list, follow-ups by text or email. | Job organization, scheduling visits and linking jobs across documents on the Run plan. |
| Invoicing | Yes. The deposit invoice goes out with the signed contract; progress and final invoices are drawn from the signed total plus approved change orders, with your pay methods printed. | Yes. Turn estimates into invoices in a few taps. |
| Online payments | No. Your customer pays you directly by check, Zelle, Venmo, Cash App, PayPal or your own payment link, printed on the invoice; you record it and they get a receipt. | Yes. Card, bank transfer, PayPal; deposits and reminders. |
| Homeowner financing | No. | Yes, on the estimate. |
| QuickBooks sync | No. | Yes. |
| Your branding | Logo, license number and expiry, bonded / insured, tagline and accent color on every proposal, every plan. | Logo branding on Pro and above. |
| Devices | Any browser on phone, tablet or computer, with a full desktop layout. Native iPhone, iPad and Android apps in beta. | iOS and Android apps, plus web. |
| Plans | One plan, everything included. No document limits. | Basics (up to 5 documents a month), Pro, Elite, Run. Features unlock by tier. |
| Price | $39 a month or $390 a year. | From $10 a month (Basics) to $70 a month (Run); Pro $17, Elite $32. Annual billing takes two months off. |
| Free trial | 14 days, no card required. | 14 days of Elite, no card required. |