You price the job in a spreadsheet, retype it into a proposal, email a PDF to sign, text the homeowner about the deposit, and chase every draw with a phone call. Change orders get agreed on site and forgotten by the final invoice.
Clientary replaces the paperwork: estimates and proposals, e-signed contracts and change orders, deposits, progress invoices, and online payments in one place. Your change orders get paid.
Whether you're a two-person remodeling crew or a builder running a dozen jobs at once, the paperwork follows the same path: estimate, contract, deposit, draws, final payment.
Kitchens, baths, and basements. Allowances, options, and change orders the homeowner signs before you start.
Residential and light commercial builds. Draw schedules, subcontractor hours, and an invoice for every milestone.
Design and construction under one roof. Bill the design hourly, then the build by draw, for the same client.
Electrical, plumbing, HVAC, and roofing. Quote the install, then turn the accepted estimate into the invoice.
Decks, siding, windows, landscaping, and hardscape. Deposits that hold your place on a busy season's schedule.
Handyman and maintenance work for owners and property managers. Recurring invoices for service agreements.
Send an itemized estimate, or a proposal with good, better, and best options. The client picks one and accepts online, and an accepted estimate becomes the invoice in one click.
Send the contract for e-signature. When the scope changes, send a change order as its own document and get it signed before anyone picks up a tool. Nothing extra gets built on a handshake.
Link a deposit invoice to the estimate or contract so the job starts paid. Then invoice each draw as the job reaches its milestone, with approved change orders on their own lines.
Clients pay by card or ACH bank transfer from the invoice, from any phone. Payment reminders and late fees follow up on a late draw so you don't have to make the call.
Crews log hours from the mobile app, and materials and other expenses go on the job they belong to. Every hour and receipt is tied to the job, not lost in a glovebox.
Bring subcontractors onto a job. They track time in their own account, their hours show up on your job, and they invoice you from theirs.
Choose how hours appear on invoices: one layout for every invoice, or a pick each time you bill. On projects with phases, hours group under each phase, except in the one-line layout.
Every entry with who did the work, for legal and audit-style bills.
Each time entry as its own line, without names.
One line per team member and rate.
People who share a title, like Senior Engineer, roll up into one line.
One line per task, ideal for deliverables or disciplines.
A daily summary, common for deposition and expert witness work.
One line for each billing rate on the project.
All the hourly work as a single line, for clients who want the total.
Common questions from remodelers, builders, and trade contractors evaluating Clientary.
Most small contractors piece it together: a spreadsheet for pricing, a word processor for proposals, QuickBooks for invoices, and text messages for everything else. Clientary puts estimates, proposals, e-signed contracts and change orders, deposits, invoices, and online payments in one place, and QuickBooks Online still keeps the books.
Yes. Send the contract, or a change order as its own document, for e-signature. The homeowner signs from any phone or computer, and the signed copy stays with the job. Every client also gets a portal to see their estimates, contracts, and invoices in one place.
Yes. Link a deposit invoice to the estimate or contract, and the client pays it online by card or bank transfer. The deposit is tracked with the job. Some states limit deposits on home improvement contracts, so check your state's rules before you set the amount.
Invoice each draw when the job reaches the milestone in your contract, and show approved change orders as their own lines so the client sees exactly what's being billed. Reminders follow up on any draw that isn't paid on time.
Yes. The Clientary app for iOS and Android lets you and your crew track time, check on jobs and tasks, and send estimates and invoices from your phone. It's the same account as the web, so a timer started on site shows in the office.
Yes to both. Invoices, payments, and clients sync to QuickBooks Online so your bookkeeper keeps the books where they are. The trial is 14 days with no credit card required, enough to send a real estimate, contract, and deposit invoice.
Free 14-day trial. No credit card required. Cancel any time.
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