Invoicing Software for Tradespeople & Contractors

Most invoicing tools are built for office desks. Yours is a van, a job site, or a kitchen table at 9pm. Platybooks fits that reality.

Send a quote while you're still standing in the customer's hallway. Turn it into an invoice the moment the job is signed off. Take a photo of the work, attach the figures, and send it before you've packed up your tools. Everything runs in the browser on your phone, tablet, or laptop, so the same job moves with you from the driveway to the office.

For electricians, plumbers, builders, painters, landscapers, HVAC techs, and every contractor in between, the pattern is the same: quote fast, invoice on completion, get paid. Platybooks is shaped around that loop, not around accountancy jargon.

Monday morning, you're at a quote for a bathroom refit. You build a quote on your phone with line items for labor, fittings, and tiling, set it to follow up automatically, and email it before you leave the drive. The PDF carries your logo, so it looks like a real business, not a number scribbled on a notepad.

Wednesday, the customer accepts the quote online with one click. Platybooks converts it straight into an invoice, keeping every line and price exactly as quoted, so nothing gets lost or retyped. You finish the job Friday, hit send, and the customer gets an invoice with a Pay Now link.

They pay from their phone over the weekend. The invoice marks itself paid, a receipt goes out automatically, and your dashboard shows the cash landed. You never opened a spreadsheet, never chased a payment, and never lost a quote down the back of the van.

Late payment is the trade's oldest headache. Platybooks attacks it from two sides.

First, make paying effortless. Every invoice can carry a hosted online payment link, so your customer pays in a couple of clicks instead of digging out a checkbook or a bank app. The invoice status updates on its own the moment the money clears, and a receipt goes out automatically. No more wondering whether that big job actually got paid.

Second, let the software do the awkward part. Platybooks sends polite overdue reminders on its own schedule at 3, 7, and 14 days past due, so you stop being the bad guy who has to phone a customer about money. You set it once and it runs in the background while you're on the next job.

On a busy week, the contractor who quotes first often wins the job. Platybooks lets you turn a site visit into a clean, branded quote in minutes, with a live PDF preview so you see exactly what the customer sees before you send.

Quotes can follow up automatically, so a prospect who went quiet gets a nudge without you remembering to send one. When they say yes, the quote becomes an invoice instantly. Turn on auto-convert and acceptance flows straight into a ready-to-send invoice with the same numbers, so the job that took a week to win takes zero minutes to bill.

Your quote and invoice numbers are gapless and sequential per business, which keeps your records tidy if a customer, an accountant, or the tax office ever asks.

Running a trade business is a cash-flow game. Platybooks's dashboard shows you the numbers that matter at a glance: how much is outstanding, how much is overdue, how much you've been paid this month, and a six-month trend so you can see whether work is picking up or slowing down.

Save each customer once and reuse them for every future job, so repeat work takes seconds to bill. Add your crew with team roles when you grow, giving an office manager or a second owner their own login while you keep control. Owners and admins handle the money and settings; members handle quotes, invoices, and clients.

Working for an out-of-town or overseas customer? Issue the invoice in their currency — each quote and invoice carries its own currency.

You can start on the Free plan at zero dollars a month, with no credit card, and it stays free forever. That covers one user, three clients, and five documents a month with PDF invoices and manual payment tracking, which is plenty to test it on your next few jobs.

When you're billing more, Starter at twelve dollars a month unlocks unlimited clients and documents, online payment links, your logo on every PDF, and a hundred emails a month. Pro at twenty-nine dollars a month adds the automation that saves real time: overdue reminders, scheduled sends, auto-convert, and up to a thousand emails a month, with room for a five-person crew. Business at seventy-nine dollars a month removes the limits entirely with unlimited users and emails plus priority support.

The point is simple: pay for what your business needs as it grows, and not a dollar before.