Tutorials

See it done in a minute

Short films of the real app, one job at a time, narrated by the builder who made EstiMate. They're filmed on a demo account for a made-up firm, so every figure is an example. New ones go up every week.

How-to 1 · 1 min

Stage payments on one invoice

Take a deposit, stage payments and the final balance against the same invoice, send the client a receipt, and keep Xero, QuickBooks or Sage in step.

1Open the job and go to Invoices & money: what the job's worth, invoiced, paid and still owed.
2Tap Invoice the balance. EstiMate fills in what's left; check it, say what it's for and save.
3Record a part payment against that same invoice, with no new invoice for each stage.
4Record the rest when it comes in and the invoice is marked Paid.
5Send the client a receipt by WhatsApp or email in one tap.
6With Xero, QuickBooks or Sage connected, each payment goes across to the same invoice.

Try it on your own jobs

Free with 3 jobs a month and no card. Then from £15.99 a month for the whole business.

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