Jobsite capture
Photograph handwritten notes, sketches, and the work in front of you. Add more photos from the office. Files are checked for type and size before they are stored.
Product
The paper trail, without retyping the job.
Contactor Docs is built around what already happens on a jobsite: notes, photos, a price, a signature, an invoice, and a receipt.
AI extraction
Optional AI drafts scope, line items, and quantities from those photos and notes. You review and edit before a customer ever sees a number. Manual entry is always available.
Custom contractor branding
Company name, logo, colors, phone, email, and conditions print on the PDF. The document should look like it came from your shop, not a generic template.
Quotes, estimates, and invoices
One document model covers quotes, estimates, and invoices. Accepted quotes become invoices without rebuilding the job from scratch.
E-signatures and customer approval
Share a private customer link. They can review the quote and accept. Signed versions are stored as issued — not silently rewritten later.
Customer payment links
Send an invoice with a link to pay. The customer opens the invoice, pays the balance, and the payment is recorded against that document.
Automatic receipts
When a payment is recorded, a receipt can be generated and sent so the customer has proof without a separate office step.
Customers and projects
Keep parties and jobs in the workspace so the next quote starts from a name and an address you already have.
Workspace for the crew
Pro and Business plans include additional users so office and field can share the same customers, projects, and documents.
Private customer links
Customer quote, invoice, and receipt pages use unguessable tokens. Those pages are excluded from search indexing.
Start with a photo of the job.
Create your company workspace, apply your branding, and send the first quote from what you already wrote down on site.