From estimate to invoice in one click
Every line, price and client detail comes along — no retyping.
Invoicing
Get paid faster with invoices that chase themselves
Turn approved estimates or completed visits into invoices in a click. Track what's owed, record payments, and let automatic reminders follow up on past-due invoices for you.
What you get
Invoicing in Jobs & Jots
Automatic payment reminders
Past-due invoices get reminders on the days you choose (for example 1, 7 and 14 days).
Know who owes what
Past due, awaiting payment and paid — at the top of your invoice list and on your home screen.
Branded PDF and client link
Your logo, license and terms on every invoice, with a link the client can open on any phone.
How it works
3 simple steps
Convert an approved estimate (or a completed visit) into an invoice.
Send it — the client gets a link and the PDF.
Record payments or let clients pay online by card.
Step-by-step guides
Learn it in a few minutes
Short guides from our help center, written for people using Jobs & Jots for the first time.
FAQ
Questions, answered
Can I take partial payments?
Yes. Record any amount; the invoice shows what's paid and what's left.
Do reminders go to every invoice?
Only to invoices sent after you turn reminders on, and only while there's a balance.
A simpler way to run your business.
Send your first estimate today. Free while Jobs & Jots is in beta — no credit card.