Quotes from surveys, invoices from jobs.
Quoting and invoicing live in the same place as the job they came from, so you are never rebuilding line items in a separate tool. Build a quote from a survey, turn it into an invoice when the work is done, and choose how it goes to the customer.
Build the quote from the survey
Turn a site survey into a quote, or start one from scratch for a repeat customer. Break the work into priced tasks and let the totals add up, or set your own figure. You decide how much detail the customer sees.
- Customer and site details carried straight from the survey
- Priced tasks that total automatically, or an overridden total
- Show every line, a list without prices, or a single total
Invoice from the finished job
Raise an invoice from a completed job, an accepted quote, or on its own. Invoices are numbered in sequence automatically, VAT is handled for registered businesses, and your bank details print on the document.
- Automatic sequential numbering (INV-0001, INV-0002…)
- 20% VAT added when you are registered, left off when you are not
- Draft, sent and paid statuses so nothing sits forgotten
Send it as a PDF or through QuickBooks
There is no single way you have to work. Download the document to send yourself, or push it to QuickBooks and send it from there.
- Download a PDF with your logo, company details and payment information
- Push the invoice to QuickBooks and send it from your accounts
- Print-ready documents for the customers who want paper
Paid statuses come back from QuickBooks
Connect QuickBooks and Treetask keeps your invoice statuses in step. When an invoice is settled in QuickBooks, it is marked paid in Treetask too, so your job list always reflects what has actually come in.
Try it on your own jobs.
Set your business up in a few minutes and put a real job through Treetask. No card needed to take a look round.