Estimates
List the services and materials for approval.
Built around your daily work
Quote the job, invoice it, and follow the payment
A repair visit may become drywall, painting, materials, and labor. Put the scope in an estimate first, then keep the invoice and open balance in view.
Small projects have many moving parts
- The customer wants one clear price for several services before approving.
- Materials are purchased before the invoice is paid.
- A deposit or partial payment leaves an amount to collect.
- Long-lived tools and consumed materials should not be mixed together.
From the walkthrough to the final balance
- 01Save the customer and list drywall, painting, and materials.
- 02Prepare the estimate before work begins.
- 03Convert the approved estimate into an invoice.
- 04Record a deposit or partial payment.
- 05Enter expenses and check the open amount.
Keep the quote and collection connected
LibroRápido365 lets you build estimates with products and services, convert them to invoices, and record partial payments. Track expenses and investments, attach expense receipts on Business, and review the dashboard.
Useful tools for this work
Estimate to invoice
Carry approved details forward without retyping.
Payments and balances
Record deposits or partial payments on the invoice.
Expenses and tools
Keep materials separate from purchases treated as investments.
Example: drywall and painting
Illustrative USD figures.
- Drywall
- $300
- Painting
- $250
- Materials included in estimate
- $150
- Estimate and invoice
- $700
- Payment recorded
- $300
- Still due
- $400
The $150 is part of the price quoted to the customer. Enter what you actually spent on materials separately; this is not an automatic job cost calculation.
Stop hunting through photos of old quotes
When approved work becomes an invoice, the scope should still be easy to find. Keep the estimate, invoice, payments, and purchases in records you can review.
Common questions
Can I turn an approved estimate into an invoice?
Yes. Convert it without entering the line items again.
How do I record a $300 deposit?
Record the payment against the $700 invoice and see $400 still due.
Does this calculate profit for each job?
You can record expenses, but automatic job costing by project is not included.
Can I attach receipts?
Expense receipt attachments are available with the Business plan.
See the workflow for yourself
Explore a realistic demo with fictional data.