How it works for plumbers
1
Tap the mic and say the repair, the customer and the prices. You can also type, or take a photo of a handwritten note.
2
Review the draft. Change any line, price, client or date. tracks-it PDF adds up the totals itself.
3
Send it by email with a pay link. Nothing goes out until you tap send.
Say something like
“Replaced a 50 gallon water heater for Dana Brooks, six hours labor at 95 an hour, the heater 899, disposal of the old unit 65, due in 14 days.”
A plumbing call is usually parts plus labor, sometimes with a disposal fee. Say each part and the hours, and the lines are drafted for you. Big jobs, like a boiler or a repipe, can start as an estimate the customer signs.
What plumbers get
Voice invoices
Say the repair, the customer and the prices. tracks-it PDF drafts the invoice and you check it before it goes out.
Estimates clients sign
Send an estimate by email. The client reviews it and signs online, and you turn it into an invoice with one tap.
Deposits
Ask for a deposit as a percentage or a fixed amount. It counts toward the balance.
A pay link
Clients pay by card, Apple Pay or Google Pay from the email. No account, no app.
PAID receipts
When an invoice is paid in full, the client gets a receipt with a PAID stamp.
What it costs
Starter is free: 5 documents every month, no card needed. A document is an invoice or estimate you send to someone else. Drafts, test sends to yourself and turning an estimate into an invoice do not count.
Growth is $49 a month for 100 documents and adds automatic reminders. Business is $99 a month for 1,000 documents. tracks-it PDF takes no fee on online payments on any plan. Stripe charges its own processing fees, and the money goes to your own Stripe account.
Cash, check, Zelle or wire? Mark the invoice paid yourself. No fee, and it still gets a PAID receipt.
Questions and answers
Can I take a deposit for parts on a big job?
Yes. Add a deposit to an estimate or an invoice as a percentage or a fixed amount. The client sees a deposit option on the pay page, and what they paid counts toward the balance.
Can I quote a job before I start?
Say the job as an estimate. The client gets a page where they review it and accept with a signature. When the work is done, convert the estimate to an invoice. The conversion is free and the invoice is never counted as a second document.
Can I put photos of the repair on the invoice?
Yes. Attach up to six photos to an invoice or estimate. Location data is removed from every photo, and the photos show on the PDF and on the client’s page.
What about customers who forget to pay?
Starter lets you send a reminder with one tap. Growth and Business can send automatic reminders for overdue invoices, up to three, a week apart.
How do I handle sales tax on parts and labor?
You can switch tax on or off for each line. In the US you set your own sales tax rate and switch tax on or off for each line. In Canada you pick your province and the combined rate is filled in (rates change, so check yours). Elsewhere you name your tax, such as VAT or GST, and type the rate. tracks-it PDF does not give tax advice.