Quote & get paid
Build a professional estimate with your own line items, email it with your logo, and let the customer accept it with one click. Then turn it into an invoice and see exactly what's outstanding.
How it works
Each step picks up where the last one left off. The lead's details carry into the estimate, and the accepted estimate becomes the invoice, so nothing gets typed twice.
Build
Start from the lead, then add each item with quantity, price and notes.
Send
Your logo, your details, a clean estimate the customer can read on any device.
Accept
You see when they've viewed it. They accept from the email, and you get an SMS or email right away.
Invoice
Turn it into an invoice in one click, then see it as Outstanding or Paid.
Build
Stop copying last month's quote in Word or Excel and retyping the customer's details. Start from the lead, add your line items, and the math is done for you.
Send & accept
The estimate arrives as a clean, branded email. Your customer reviews it and accepts with one click, with no account or app to download. The moment they do, you get an SMS or email, and the estimate is marked Accepted.
Invoice & track
When the work's done, convert the accepted estimate into an invoice in one click. Every invoice shows as Outstanding or Paid, so you can see who still owes you at a glance.
From the driveway
The whole flow works on your phone. Walk the job, build the estimate right there, and send it while you're still in the customer's driveway. The first estimate in their inbox often wins the job.
Create, send and check estimates and invoices from your phone.
SMS or email the moment a customer accepts.
Why switch
Writing the estimate
The usual way
Copy last month's Word or Excel file and retype the customer's details
With ContractorCaptain
Start from the lead, add line items, and totals and GST are done for you
Getting approval
The usual way
Email a PDF, then call or text to ask if they've decided
With ContractorCaptain
Customer accepts from the email, and you're alerted by SMS or email
Invoicing
The usual way
Rebuild the numbers in a separate invoice template
With ContractorCaptain
Convert the accepted estimate in one click
Knowing who owes you
The usual way
A spreadsheet, a notebook, or memory
With ContractorCaptain
Every invoice marked Outstanding or Paid, with totals
No. They receive the estimate by email and accept it with one click, from their phone or computer.
Yes. You add each line item with your own quantity, price and notes, and the subtotal, taxes and total are calculated for you.
You get an SMS or email as soon as the customer accepts, and the estimate is marked Accepted in your dashboard.
Every invoice email has a Make Payment button that opens your own payment page, plus your
e-Transfer details if you use them. When the money arrives, you mark the invoice Paid in one click.
Each invoice is either Outstanding or Paid. Your dashboard totals both, so you always know how much is still owed.
Yes. You can build, send and check estimates and invoices from your phone as well as your computer.
Tell us a little about your company. On a short call we'll talk through how you get leads today, where jobs slip through, and whether ContractorCaptain makes sense for you.
