Estimates & Invoicing

Estimates to Invoices in One Click. Customers Sign Online.

Build professional estimates, collect digital signatures, and convert to invoices instantly. No re-typing, no paper, no chasing. Contractor estimating software that gets you paid faster.

From Estimate to Payment, All in One Place

Stop juggling spreadsheets, PDFs, and payment apps. Handle it all in JobBuddy.

Professional Estimates

Build detailed estimates with line items, product catalog, quantities, and pricing. Send to customers via a secure link, no PDFs to attach.

  • Line items with descriptions, quantities, and pricing
  • Reusable product and service catalog
  • Custom branding with your logo
  • Send via secure shareable link

Customer Digital Signatures

Customers approve (or decline) estimates online. No printing, scanning, or chasing. Signature and consent captured instantly.

  • Legally binding e-signatures
  • Approve or reject with one tap
  • Timestamp and IP recorded
  • Automatic notification on approval

One-Click Invoice Conversion

Approved estimate becomes an invoice instantly. No re-entering line items. No copy-paste errors. One click and it's done.

  • Convert approved estimate to invoice in one click
  • All line items carry over automatically
  • Adjust quantities or pricing before sending
  • Invoice sent via secure link just like estimates

Payment Requests & Deposits

Request a deposit upfront before starting work. Draw payments as work progresses. Keep cash flow healthy.

  • Request deposits on approved estimates
  • Progress billing as work is completed
  • Professional payment request via link
  • Automatic balance tracking

Payment Tracking

Record cash, check, EFT, or card payments. Send receipts automatically. Always know what's outstanding.

  • Record payments by type (cash, check, EFT, card)
  • Auto-email receipts to customers
  • Track outstanding balances per customer
  • Payment history and aging reports

JODA AI, Build Estimates Faster

Tell JODA what you need in plain English and it builds the estimate for you. Upload blueprints and get a material list in seconds.

  • "Create an estimate for Johnson bathroom reno", done
  • Upload floor plans, get material takeoffs instantly
  • JODA looks up your product catalog automatically
  • Ask "what's outstanding on the Johnson account?" anytime

Stop Chasing, Start Collecting

"Email PDF estimate, wait for reply, re-type everything into an invoice"

Send link, customer signs online, invoice created automatically

"Chase payments with awkward texts"

Professional payment request sent in 2 taps, receipt auto-emailed

"Lose track of who owes what across multiple jobs"

Dashboard shows every outstanding balance at a glance

How It Works

1

Build Estimate

Add line items from your catalog or type them in. Set quantities and pricing.

2

Send for Approval

Customer gets a secure link. They review, sign, and approve online.

3

Convert to Invoice

One click turns the approved estimate into an invoice. All details carry over.

4

Get Paid

Send payment request. Record payments. Receipts auto-emailed. Done.

Frequently Asked Questions

Can customers sign estimates online?

Yes. JobBuddy sends your customer a secure link where they can review the estimate and sign digitally. Their signature, timestamp, and consent are captured automatically, no printing or scanning required.

Does JobBuddy integrate with QuickBooks for invoicing?

Yes. JobBuddy syncs invoices and payments directly with QuickBooks Online. Line items, customer info, and payment records flow automatically so you don't have to re-enter anything.

Can I request a deposit before starting work?

Absolutely. You can request a deposit on any approved estimate. As work progresses, you can send additional payment requests for draw payments or final balances.

How do customers pay?

Customers receive a professional payment request via link. You can record payments by cash, check, EFT, or card. Receipts are automatically emailed to the customer.

Get Paid Faster, Starting Today

Free for 1 user. Pro plans start at $199/month + $24.99 per user. Cancel anytime.

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