Example quote · Your name. Your rates. Every sum done.
The work around your work. Taken care of.
Try an example. See the finished paper, message or next step.
From a spoken walkthrough
“Reyes Home Services. The Alvarez job: 140 feet of gutter at $3, three hours at $70, $70 for removal. No tax.”
Example · Your details make it yours.
Then make it yours.
Your margin is in the price. It stays off the customer’s copy.
From the agreed quote
“Bill the Alvarez job, due in 14 days.”
Example · Your details make it yours.
Then make it yours.
The payment is recorded and the balance is worked out.
From a customer’s text
“Hi! Can you fit us in this week? We’re having people over Saturday. — Maria”
M
Maria AlvarezText message
···
Hi Maria, yes, I can fit you in on Friday morning and have everything ready before Saturday. Would 8 am work for you?
✓ Ready to copy and send
M
Maria AlvarezText message
···
Hi Maria! Friday at 8 works for me. All sorted before your guests arrive. Sound good?
✓ Ready to copy and send
Example · Your details make it yours.
Then make it yours.
A reply in your voice, ready for your messages app.
From a 12-minute recording
“Here’s the walk-through with Maria. Pull out what we agreed and what I need to do next.”
Example · Your details make it yours.
Then make it yours.
The agreed details, the next steps and a quote ready for the customer.
From a photo of a notice
“My shop’s lease renewal says reply by October 20. The rent goes from $900 to $990 on December 1. What does it mean?”
Your lease renewal
Your rent is going up $90 a month.
The new rent is $990 from December 1. That’s a 10% increase.
Reply byOctober 20
Your next step
Ask whether they can keep the current rate, or offer a smaller increase, before you agree.
L
LandlordEmail draft
···
Lease renewal
Hello,
Thanks for sending the renewal. I’d like to stay, but the increase to $990 is a stretch. Would you consider keeping the rent at $900, or a smaller increase?
I’d appreciate hearing back before the October 20 deadline.
Thank you.
✓ Ready to send
Example · Your details make it yours.
Then make it yours.
What it says, what to do and by when — with the next step ready.
From a receipt photo
“Keep this $186.40 materials receipt with the Alvarez job.”
Receipt kept
Oak Street Supply
$186.40
Date
October 6
Job
Alvarez · gutter replacement
Category
Materials
▤ Original receipt attached
October · Materials
This month’s materials
Store / job
Amount
Oak Street SupplyAlvarez
$186.40
City HardwareBennett
$78.25
Oak Street SupplyAlvarez
$123.60
Total$388.25
Example · Your details make it yours.
Then make it yours.
The receipt, the job and the total stay together.
From three facts
“Oak desk. 48 inches wide. Good condition, $85, pickup this weekend.”
For sale
Oak desk · 48 inches
$85
Good-condition oak desk, 48 inches wide. Ready for a home office or study corner.
Pickup this weekend. Message me to arrange a time.
✓ Ready to paste
Your post
A desk for your next project.
Oak desk, 48 inches wide, in good condition. $85. Pickup this weekend — message me for a time!
✓ Ready to paste
Example · Your details make it yours.
Then make it yours.
A finished listing to paste wherever you sell.
Your usual rates. Already there.
Your business name, rates and terms are ready for the next paper. Keep the receipts with the job and find the details when you need them.
Fits beside the tools you use.
Keep QuickBooks, Jobber, email and your phone’s messages. Take your finished papers as PDFs and your replies as text.
14 days free, then $399.99 a year. Cancel anytime. Card required.
Cancel anytime. Your papers stay yours. Prices are in US dollars.
A few things to know.
Can I use my own rates and business name?
Save your business details, rates and usual terms for your next quote or invoice. Change them whenever you need.
Does this replace QuickBooks or Jobber?
Keep your accounts and scheduling where they are. Download your papers as PDFs and copy your replies into email or messages.
Does a business plan include home use?
Yes. Trade includes your business and your family’s home, with separate sign-ins for up to 6 people.
What happens after the trial?
Your first paid plan needs a card and starts with 14 days free, then renews at your chosen monthly or yearly price. Cancel in Plan & billing before the trial ends to avoid a charge.