Organize contractor quotes and invoices from your phone
Learn what to include in a contractor quote or invoice: customer details, materials, labor, payment terms and a PDF for your records.
Start with clear customer and company details
Include your business name, contact details, customer, job address and a description of the work. Use a document number and date so both parties can identify it.
Separate materials, labor and other charges
Review quantities, unit prices and line totals. Show discounts and applicable taxes clearly. Confirm local tax treatment for your particular work before charging tax.
Distinguish a quote from an invoice
A quote proposes the scope and price; an invoice records an amount due. Confirm approved changes, deposits already received, the outstanding balance and the due date.
Keep a copy with the project
Pro Connect includes editable quotes and invoices with PDF export. Check the final document and keep it with your customer and project records before sharing it.