Estimates and invoices
Quote. Invoice. Keep moving.
Create branded estimates, turn accepted work into invoices, and keep customer and payment details together—from your phone or desk.
No credit card required. Choose a paid plan only when you are ready — nothing is charged automatically when the trial ends.
How it works
From estimate to payment
A three-step illustrative overview of how quoting and invoicing work inside SimpliPilot.
Present the work professionally
Build the estimate from your products, services and scope, then share a branded PDF for review.
- Products, services and scope from your own catalog
- Branded PDF for the customer to review
- Build it on site or back at the desk
Illustrative product overview with sample data—not a recording of a customer account.
Try SimpliPilot free for 14 days
- Your 14-day trial includes the plan you select. No credit card is required.
- Trial data remains saved for at least 30 days after expiration
- You choose a paid plan only when you are ready
- No automatic charge without adding billing details and confirming
- One free trial per business
The Grow plan
Standard Grow pricing is $199 USD per month after the trial. Plan comparisons and current offers are on the pricing page.
Prefer to look around first? See everything inside SimpliPilot.
Questions
Questions about this workflow
Are invoices sent to customers automatically?
No. An accepted estimate can be converted into an invoice, but you review it and choose when to send it.
Can estimates carry my branding?
Yes. Estimates and invoices use your company branding and are shared as professional PDFs.
Where do payments and balances appear?
Recorded payments and balances stay on the customer record alongside the estimate, the invoice and the job details.
You built the business. Now give it a system that helps it grow.
Start free for 14 days, watch the self-guided demo, or book a live walkthrough with our team.
No credit card required · Full access during the trial · Cancel anytime