Create your account, set up your company profile, and send your first estimate.
Line items, tax, terms, and turning a draft into a sent estimate.
Convert an estimate, or start an invoice from scratch.
Connecting Stripe and understanding partial payments.
Managing jobs and your team's calendar.
Voice-to-estimate, pricing suggestions, and more.
Adding staff and setting permissions.
Tracking materials and stock levels.
Common issues and how to fix them.
Create a free account from the QuoteCraft app β no credit card required. Add your company name, then head to Customers to add your first customer before building an estimate.
From Estimates β New estimate, pick a customer, add line items with quantity and unit price, and set a tax rate. Totals calculate automatically. Save as a draft or send it directly to your customer.
Convert any accepted estimate to an invoice in one click from the estimate's detail page β line items and totals carry over automatically. You can also start an invoice from scratch under Invoices β New invoice.
Connect your Stripe account from Account β Integrations to have payments record themselves automatically. You can also record a payment manually from any invoice's detail page β partial payments are supported.
Job scheduling and a team calendar are in active development β see the roadmap for progress.
Voice-to-estimate, AI pricing suggestions, and scope-of-work generation are in active development β see the roadmap for progress.
Multi-user team accounts with per-member permissions are planned for a future release β see the roadmap.
Materials and stock tracking are planned for a future release β see the roadmap.
Can't sign in? Double-check your email and password, or confirm your account hasn't been suspended (you'll see a clear message if so β contact support to resolve it).
Windows install blocked by SmartScreen? Click "More info" then "Run anyway" β this is normal for a new installer that hasn't yet built up Windows reputation.
Still stuck? Open a support ticket below.
Signed-in customers can open a ticket from their account portal β attach screenshots or log files, and track the status until it's resolved.