Estimates & Invoicing
Quote on-site. Invoice in seconds. Get paid.
Pull line items from your price book, add a quick note, and hand the customer a professional estimate before you leave the driveway. One tap converts it to an invoice.
In depth
What Estimates & Invoicing does for your business
Most small service businesses lose bids not because their price is wrong but because their quote arrives too late. The contractor who responds in two hours beats the one who sends a polished PDF three days later. ServBuilder solves this by keeping your entire price book — labor rates, parts, service packages, tax rules — ready to assemble into a professional estimate in under two minutes, right from your phone on the job site. When the customer approves, one tap converts it to a numbered invoice. You can collect payment immediately via card swipe or tap, or send a secure payment link that works on any device without requiring a customer app. Funds clear to your bank account in one to two business days through Stripe's payment processing. For businesses doing 10 to 100+ jobs a month, eliminating the quote-to-payment lag alone can meaningfully improve monthly cash flow.
How it works
From estimate to paid — without the paperwork
Build from your price book
Your saved services, parts, and labor rates are always ready. Add line items in seconds instead of typing everything from scratch.
Send or present on-site
Email the estimate, share a link, or show it on your phone. Customers can review, ask questions, and approve right then.
Convert and collect
One tap turns the approved estimate into an invoice. Collect a card payment on-site or send a payment link — funds arrive in 1–2 business days.
Results
What you get with Estimates & Invoicing
Average estimate time
Same-day estimate approval rate
Faster invoice-to-payment cycle
What's included
- Included in all plans
- Mobile app access (iOS & Android)
- Unlimited usage — no per-job fees
- Real-time sync across devices
- Setup support from ServBuilder team
- Regular feature updates at no extra cost
Built for the trades
Popular industries using Estimates & Invoicing
Related Reading
Guides and insights for estimates & invoicing
Start sending professional estimates today
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