Estimates and invoices with your name on them

Paperwork that looks like your company

Pick a document style (classic, modern or minimal), add your logo and colors, and every estimate, change order, invoice and statement matches. They are emailed in your company’s name, and replies and copies go to your office. Sending from your own email domain is an add-on.

Estimates, approved online

Build an estimate from your saved items, or let Dex draft it from the project’s scope and your own past prices. The client opens a clean link and approves online. Approved estimates turn into invoices without retyping. How Dex drafts estimates.

Change orders, signed before the work

Extra rock, rotted sheathing, an owner who wants the wall two feet longer: send a change order from the project and the client approves it online. It is kept with the project, and its amount flows into the invoice, so the extra work gets paid.

Get paid, and know who owes you

• Invoices from an estimate or from scratch.
• Payments and deposits recorded against each invoice.
• Invoice reminders that go out for you.
• Statements for each client.
• Payment schedules for milestone billing on bigger projects: Dex suggests the schedule, drafts each invoice when it is due and asks before sending.

Ask Dex “What’s overdue?” and it lists the late invoices and offers to send a reminder. Card payments built in are coming soon.

Part of the whole business

Estimates and invoices sit on the same project as the schedule, the time, the photos and the costs, so the money dashboard can show profit by project. The bank feed and books are in the same place, and your accountant gets their own portal.