Estimates & Invoices
Transform your service business with professional estimates and invoices designed for contractors, landscapers, electricians, plumbers, and all service professionals. Create custom branded estimates that convert seamlessly to invoices, set up recurring billing for subscription services, and accept online payments with ease. Send estimates and invoices via email, QR code, or shareable link. Our integrated payment processing includes a Prosperia service fee (1.5% for free accounts, 1% for paid accounts) plus standard Stripe fees, both passed directly to your clients, so you receive the full invoice amount. Perfect for construction projects, maintenance contracts, one-time services, and recurring subscriptions.
Professional Estimate Templates
Create stunning, professional estimates with our customizable templates that showcase your brand. The default estimate template provides a clean, professional layout perfect for construction contractors, landscaping companies, plumbing services, electrical contractors, HVAC companies, and all service businesses. Customize every element including your logo, company colors, fonts, and branding to create estimates that reflect your professional image.
Add line items with detailed descriptions, quantities, unit prices, and optional items that give clients flexibility in choosing services. Include before and after photos to showcase your work, provide visual documentation, and help clients visualize the project. Generate professional PDFs that you can send via email, share through QR codes, or provide via secure links. All estimates are automatically saved and can be converted to invoices with a single click when the client approves.
Perfect for one-time service estimates, project proposals, repair quotes, installation estimates, and commercial project bids. Track estimate status, send automated follow-ups, and never lose a potential sale due to forgotten proposals.
Centered Layout Template
The centered estimate template offers an elegant, balanced design that puts your content front and center. This layout is ideal for high-end service providers, luxury contractors, design-build firms, and businesses that want a sophisticated, premium look. The centered design creates visual harmony and draws attention to your pricing and service details.
Use this template for premium project estimates, design consultations, high-value service proposals, and commercial contracts. The centered layout works beautifully with detailed service descriptions, material specifications, and comprehensive project breakdowns. All templates support full customization, so you can adjust spacing, alignment, and styling to match your brand perfectly.
Convert estimates to invoices instantly when clients approve, maintaining all formatting and branding. Send invoices via email with a professional cover message, share QR codes for easy mobile access, or provide secure links that clients can view and pay from any device. Track when estimates are viewed, when invoices are opened, and when payments are received.
Bolded Template Design
The bolded estimate template features strong typography and clear visual hierarchy, making pricing and key information stand out. This design is perfect for fast-paced service businesses, emergency service providers, maintenance companies, and businesses that want clear, no-nonsense communication. The bold design ensures important details are immediately visible and easy to read.
Ideal for quick service quotes, emergency repair estimates, routine maintenance proposals, and recurring service agreements. The bolded template makes it easy for clients to quickly understand pricing, services included, and payment terms. Perfect for mobile viewing when clients access estimates via QR codes or links on their smartphones.
All templates support recurring invoices and rebillable estimates for ongoing projects and subscription services. Set up automatic billing cycles for monthly maintenance, quarterly inspections, annual service contracts, or any recurring revenue model. Clients receive invoices automatically, and you can track payment history and outstanding balances all in one place.
Flexible Payment Options & Transparent Pricing
Email Delivery
Send professional estimates and invoices directly to client email addresses with custom cover messages. Clients receive beautifully formatted PDFs they can view, download, and pay from any device. Track email opens and link clicks to know when clients view your documents.
QR Code Sharing
Generate QR codes for instant access to estimates and invoices. Perfect for on-site presentations, printed materials, or in-person meetings. Clients scan the code with their smartphone to view, approve, and pay immediately. No app download required.
Shareable Links
Create secure, shareable links for estimates and invoices. Send via text message, messaging apps, or any communication channel. Links work on all devices and browsers, making it easy for clients to access and pay from anywhere. Links are secure and can be password-protected if needed.
Online Payment Processing
Accept credit card and debit card payments securely through Stripe integration. Clients can pay invoices directly from the estimate or invoice page with just a few clicks. All payment processing fees are transparent and passed directly to the client, so you receive the full invoice amount.
Payment Processing Fees
Our payment processing includes a Prosperia service fee (1.5% for free accounts, 1% for paid accounts) plus standard Stripe processing fees (typically 2.9% + $0.30 per transaction). These fees are passed directly to your clients, ensuring you receive the full invoice amount without any deductions. This transparent fee structure means you never pay processing fees out of your revenue - your clients cover all payment processing costs.
For example, if you invoice a client for $1,000, you receive the full $1,000. The client pays the invoice amount plus the processing fees (approximately $40.90 for a $1,000 invoice with a paid account, or $46.13 with a free account), but you receive your complete invoice amount. This ensures predictable revenue and eliminates surprise fees from your bottom line.
Recurring Invoices & Rebillable Estimates
Recurring Invoices
Set up automatic recurring invoices for subscription services, monthly maintenance contracts, quarterly inspections, annual service agreements, and any recurring revenue model. Configure billing frequency (weekly, bi-weekly, monthly, quarterly, annually), start dates, and end dates. Invoices are automatically generated and sent to clients on schedule, eliminating manual work and ensuring consistent cash flow.
Perfect for HVAC maintenance contracts, landscaping services, cleaning services, property management, pool maintenance, and security system monitoring. Track payment history, send automated reminders for overdue payments, and pause or cancel recurring invoices as needed.
Rebillable Estimates
Create rebillable estimates for ongoing projects that require multiple invoices over time. Perfect for construction projects with progress payments, remodeling jobs with milestone billing, large installations with phased payments, and long-term service contracts. Convert the original estimate to an invoice, then create additional invoices from the same estimate as work progresses.
Track which line items have been billed, maintain a clear audit trail, and ensure accurate project accounting. Clients can see the original estimate and all subsequent invoices, providing transparency and building trust. Ideal for commercial construction, home renovations, landscape installations, and multi-phase projects.
Why Service Businesses Choose Our Estimates & Invoices
Custom Branding
Fully customize your estimates and invoices with your logo, company colors, fonts, and branding. Create a professional image that reflects your business and builds brand recognition with every document you send.
Photo Integration
Include before and after photos, project progress images, and visual documentation directly in your estimates and invoices. Showcase your work and help clients visualize the project before it begins.
Automated Reminders
Set up automated payment reminders for overdue invoices. Send friendly follow-ups via email to ensure timely payments without manual effort. Customize reminder frequency and messaging to match your communication style.
Payment Tracking
Track payment status in real-time. See which invoices are paid, pending, or overdue at a glance. Generate payment reports and maintain accurate financial records for tax preparation and business analysis.
Professional PDFs
Generate high-quality PDFs that look professional and print perfectly. PDFs maintain your branding and formatting, ensuring consistent presentation whether viewed digitally or printed.
One-Click Conversion
Convert approved estimates to invoices instantly with a single click. All line items, pricing, and details transfer automatically, saving time and reducing errors. Maintain a complete audit trail from estimate to invoice to payment.