Invoice Maker: Estimate & Job 2.1.8

This review evaluates Invoice Maker Pro, a comprehensive tool designed for creating professional sales estimates and invoices that are branded to your company. The platform aims to enhance business presentation and streamline the quoting process.

One notable feature is the ability to generate visually appealing, branded sales estimates that help users distinguish themselves from competitors. These estimates are designed to be clear, concise, and easy to interpret, ultimately supporting increased success in securing jobs.

The system includes an integrated Gross Profit Calculator, allowing users to precisely determine profit margins for each project or installation. This feature provides valuable insight into profitability before proposals are sent, aiding in informed decision-making.

Additionally, the Markup and Margin Calculator offers flexibility by enabling users to specify percentage-based markups or margins at any line item, facilitating accurate pricing strategies for products and services.

The Customer 360 feature centralizes client information, allowing for efficient organization and quick access to customer data whether at the office or on the go. This promotes better customer relationship management and targeted business growth.

The platform supports secure online payment processing with real-time credit card transactions, enhancing payment collection efficiency. Users can also manage multiple payment methods and customize payment terms, including partial payments and various invoice due dates.

• Add Margin and Markup percentages at line items
• Calculate gross profits prior to proposal submission
• Group products and services for streamlined estimates
• Personalize estimates and invoices with company branding
• Accept credit card payments directly through the app
• Configure partial payments and flexible payment terms
• Create, send, and convert estimates to invoices seamlessly
• Dispatch jobs to service technicians with detailed instructions
• Attach photos, files, manuals, and brochures to estimates and invoices
• Preview documents before sending or printing
• Implement discounts and taxes at item or total level, with options for inclusive or exclusive tax calculations
• Notify clients upon receipt of estimates or invoices
• Track customer payments and outstanding balances
• Manage detailed customer information within the Customer 360 module
• Integrate with QuickBooks for accounting synchronization

The software also incorporates Job/Work Order management features such as assigning tasks to technicians, scheduling via a dispatch board, recording locations, notes, and instructions. This facilitates efficient job tracking from initiation to completion.

The Estimate function supports customizable sections, grouping of items, optional segments for flexibility, and the attachment of relevant documentation. Users can add margins upfront to assess profitability effectively before proposal delivery.

Financial management tools include profit analysis with real-time insights on gross profit margins per line item, as well as support for customer-specific pricing or large project discounts. Tax management accommodates exemptions, varying tax rates per customer, and settings for inclusive or exclusive tax calculations.

The platform excels at cross-selling and up-selling services through optional estimate sections. Payment tracking encompasses different statuses such as paid, partially paid, or unpaid invoices, with customizable terms aligned to each client’s agreement.

This solution is suitable for a broad range of service providers and contractors—including general contractors, HVAC technicians, garage door installers, alarm companies, electricians, plumbers, landscapers, roofers, painters, carpenters, remodelers, pest control specialists, among others—seeking an integrated approach to estimating, invoicing, and job management.