Estimates with options
Present good, better, and best options side by side. The customer picks an option online and it becomes a job.
Estimates & invoices
Clear choices. A clean handoff.
The customer should understand what they are approving. The office should not have to rebuild the same details when it is time to invoice.
Invoices and payment status
Actual ManePilot app capture. Example automotive workspace; personal details removed.
Tools for estimates & invoices
Account-free estimate approval
Customers open a link, review the estimate, and approve without creating an account.
Invoices from the work
Build invoices from job pricing. Sent invoices are frozen so later price changes do not rewrite history.
Tax and discounts
Use your own tax rates and discounts, with tax applied to the taxable portion of the bill.
Your own invoice numbering
Choose your invoice prefix and starting number.
Your business branding
Your logo and details on invoices, estimates, and booking pages.
Job closeout board
Keep completed work that has not yet been billed in one list.