A job enquiry comes in through the assistant. You open it, pick line items from your price list, and send a quote the customer can open on their phone and accept. No accounting software, no PDF wrangling.
Trades and service businesses that quote per job: electricians, plumbers, builders, landscapers, mobile mechanics, cleaners.The job details a customer gave the assistant are already in the request. You are pricing, not re-typing.
Saved line items with rates and units, so the second quote for the same kind of job takes under a minute.
The customer opens a link, sees the quote, and accepts. You get told immediately and the quote is locked.
A revision is a fresh quote with a new number. What the customer already accepted, declined or let lapse stays exactly as it was.
One click turns an accepted quote into a numbered invoice with the same agreed lines, a due date, your payment details and a printable page in your choice of theme.
No. Quotes and simple invoices live here; bookkeeping, tax accounting and reconciliation belong in Xero, MYOB or QuickBooks. An invoice here is a document your customer can read, print and pay against - not a ledger entry.
Yes - from an accepted quote. The lines and totals are copied exactly as agreed, the invoice gets its own INV number, and the customer gets a printable page. Mark it paid when the money lands; a paid invoice never changes.
Yes. Set a deposit percentage on the quote and the customer pays it by card the moment they accept, straight into your own account through Stripe. MakerBay never holds the money and adds no fee on top of Stripe's. Unpaid invoices get a Pay online button the same way, and mark themselves paid when the money lands.
Free plan, no card required. You will know within ten minutes whether it is useful to you.
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