Estimate software for contractors who bid on the truck
A contractor's estimate isn't a spreadsheet — it's a proposal that has to look right, price right, and get signed while the memory of the walkthrough is fresh. Glo Invoice's estimate builder was designed with that 20-minute window in mind: build the line items in the driveway, send a signed PDF before you pull away, take a deposit before the day ends.
Every estimate separates labor from materials on its own tax line, so drywall parts get taxed and finish labor doesn't (or the other way around, per your state). When the estimate is approved, it becomes an invoice with the same line items and photos — no retyping, no lost markup.
Below is what a working contractor actually gets when they switch to Glo Invoice, plus how it compares to Joist, Housecall Pro, QuickBooks, and Square Invoices for the specific job of writing an estimate.
How Glo Invoice does it
Parts and labor priced separately, taxed separately
Contractors lose money two ways on estimates: forgetting to mark up materials, and taxing labor in states where it's exempt. Glo Invoice's markup engine applies a saved multiplier to every material line, and per-line taxability keeps labor clean. In California, Texas, Florida, and 30+ other states, sales tax on labor is either fully exempt or partially exempt — most generic invoicing apps force you to apply one tax rate to the whole invoice, which either overcharges your customer or leaves you owing back-tax at year-end.
- Save markup by category (framing, electrical, finish) so it auto-applies
- Per-line tax toggle — parts taxable, labor exempt (or vice versa)
- Bottom-of-estimate discount, plus per-line discount when needed
- Track cost vs price per line — see margin at the bottom of every estimate
Photos, signatures, and deposits on the same document
Attach walkthrough photos to the estimate so the customer sees exactly what's included. The public estimate link lets them sign on a phone and pay a deposit — a customer stalling on 'I'll get back to you' converts three times more often when the pay button is right there. Deposits post through Stripe within minutes, so you're not floating materials on a credit card while you wait for a check.
- Attach up to 10 photos per estimate
- Legally binding digital signature on the customer portal — timestamp and IP stored
- Take 25% or 50% deposit with one tap after approval
- Card, Apple Pay, and ACH — funds hit your account within minutes
Change orders that don't break the original
Halfway through a bathroom remodel, the customer wants heated floors. Add a change order line to the invoice with its own approval — the original scope stays intact, so you have a clean paper trail if the payment gets disputed. Change orders show separately on the customer's public link so there's no 'I never agreed to that' at final walkthrough.
Saved catalog for repeat line items
Most contractors rebuild the same 30–50 line items over and over: 200A panel, 4×8 drywall, 12/2 romex per foot, 6 hours licensed labor, permit fee, dumpster rental, cleanup. Save them once. Every future estimate is two taps to add each line — with your markup, your tax rule, and your description already right.
- CSV import from your existing price list or supply house sheet
- Force type (material vs labor) on import so tax rules apply correctly
- Group by category — quick filter to 'Electrical' or 'Framing' on the truck
Estimate → invoice → paid, no retyping
When the customer signs, the estimate lives forever. When the job's done, tap 'invoice from estimate' and every line item, photo, signature, and deposit carries over. Add change orders. Send. The customer pays on the same portal they already trust. Total time from 'done' to 'paid' is often under an hour.
How it works
- Step 1Build the estimate on-site
Type materials and labor freely, or pick from your saved catalog — the last job's line items are one tap away.
- Step 2Send by text or email
The customer taps a link, reviews line by line, and signs on their phone. No app install, no signup wall.
- Step 3Collect the deposit
Card, Apple Pay, or ACH — funds hit within minutes, deposit line shows on the eventual invoice automatically.
- Step 4Convert to invoice
When the job's done, tap 'invoice from estimate' — line items, photos, and signature carry over. Add change-order lines as needed.
- Step 5Get paid + auto-follow-up
Automated reminders fire at 7, 14, and 30 days past due by email and SMS. You do nothing.
Which contractors use it
Remodelers, framers, drywall crews, painters, tile setters, deck builders, handymen, roofers, and general contractors bidding residential and light commercial jobs. Solo trades and crews up to 10.
Frequently asked
Related in Glo Invoice
Bid faster, get paid sooner
Build your first estimate free. Take deposits the same day.