Features · Canada
Everything you need to get paid and stay organized
Core tools contractors, consultants, and small businesses rely on every week, without the weight of a full accounting suite.
Quotes & estimates
Email a clear proposal, track whether it was viewed or accepted, then convert approved work to an invoice or linked progress draws.
- Email quotes and track status
- See when a client viewed the quote
- Convert accepted quotes to invoices or progress draws
Professional invoices
Email invoices or share a hosted page, know when clients view them, and send reminders when needed.
- Email invoices and track status
- View tracking and reminder emails
- Client-ready links and PDFs
Progress billing & draws
Bill staged jobs from an accepted quote with cumulative completion, previous billings, retainage, and remaining estimate balance.
- Quote-linked progress draws
- Invoice selected estimate lines
- Block billing beyond the quote total
Payments & receivables
Know what is owed, partial, overdue, or paid, so follow-ups take minutes.
- Full and partial payments
- Balances and overdue status
- Dashboard cash snapshot
Canadian sales tax
Keep GST/HST or Québec TPS/TVQ on every document and in your remittance view.
- Province tax presets
- Tax dashboard estimates
- 0% export declaration when needed
Time tracking
Log every minute worked and turn unbilled time into a draft invoice.
- Manual hours, including decimals like 7.5
- Billable time by client
- Convert time to invoice drafts
Business mileage
Keep a clear trip log for every business vehicle, review annual kilometres, and export the records when you need them.
- Save and reuse business vehicles
- Track routes, purpose, distance, and odometer readings
- Review yearly totals and export CSV records
Expenses & receipts
Capture job costs and recoverable tax so year-end is less of a scramble.
- Vendors and categories
- Recoverable tax flags
- Receipt attachments & OCR help
Products & inventory
Optional catalog connected to invoices: pick products when billing, keep stock current, and review simple sales reports.
- Product catalog with SKU, price, and stock
- Select products on invoices and auto-update stock
- Low-stock alerts, CSV import/export, and sales reports
Explore inventory and invoicing in Canada
Public business page & leads
Publish a professional mini-site for your business and turn visitor quote requests into an organized sales pipeline.
- Show your logo, services, photos, testimonials, and social links
- Receive quote requests from your public page
- Track leads and create clients or quotes from them
Reports for you & your accountant
Revenue, outstanding balances, progress invoicing, and tax summaries ready when you need them.
- Monthly collected revenue
- Progress invoicing by project
- Accountant-friendly exports