My quotes
Every quote you've drafted, sent, accepted, or invoiced — track your pipeline and reopen any quote in a click.
No quotes yet. Generate one to see it here.
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| Client | Trades | Total | Status | Date |
|---|
1
What's the job?
Pick one or more trades, describe the work, and we'll draft a professional quote.
Select a trade to set up pricing for this job.
2
Who & when
Client details, urgency, and tax setup.
Percentage paid up front. Balance is due on completion.
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Your Company Name
Licensed · Insured · Family-owned since 2009
Prepared for
Client Name
Job Address
Job Address
Trade · Timeline
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Scope of work
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Line items
| Description | Amount |
|---|
Subtotal
$0.00
Tax
$0.00
Total
$0.00
Notes
Click to add any notes for the client...
Follow-ups
Every check-in and reminder you've drafted — keep quote and invoice conversations moving without dropping the ball.
No follow-ups yet. Generate one to see it here.
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| Customer | Scenario | Channel | Date |
|---|
1
Follow-up details
Pick what it's about, then we'll draft the message.
Subject
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Message
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Clients
Every customer you've quoted — track relationships, see who's a lead vs. active, and find anyone in a click.
No clients yet. Generate a quote with a client name and they'll appear here automatically.
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| Name | Contact | Jobs | Revenue | Last activity | Status |
|---|
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Lifetime revenue
$0.00
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Quotes
0
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Jobs
0
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Outstanding
$0.00
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Contact details
Update this client's info. Changes save automatically — no need to hit Save.
Notes
Anything you want to remember — budget, schedule, who referred them, gate codes, dog names.
Quotes for this client
Every quote you've sent. Click any row to open it.
No quotes for this client yet.
| Trades | Total | Status | Date |
|---|
Jobs for this client
Tracked work for this client — open, in progress, complete, paid.
No jobs for this client yet.
| Description | Trade | Amount | Status | Date |
|---|
Follow-ups for this client
Check-ins and reminders you've drafted or sent.
No follow-ups for this client yet.
| Scenario | Channel | Date |
|---|
Jobs
Every tracked job from quote to paid — see where work stands at a glance, find any job in a click.
Open quotes
0
$0.00
In progress
0
$0.00
Awaiting payment
0
$0.00
Completed this month
0
$0.00
No jobs yet. Generate a quote and it will appear here automatically.
| Job | Client | Trade | Amount | Status | Date |
|---|
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Job amount
$0.00
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Related quotes
0
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Follow-ups
0
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Days active
0
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Client
The customer this job belongs to. Click the row to open their record.
No client linked yet
Pick or create a client so quotes, follow-ups, and invoices can link back to the right customer.
Job details
Description, trades, amount, status. Changes save automatically — no need to hit Save.
Tap any trade to add or remove it. A job can cover multiple trades.
Notes
Materials waiting on delivery, change orders, photos taken on site, gate codes — anything you need to remember.
Quotes for this job
Quotes attached to this job. Generate a new one and it'll link here automatically.
No quotes attached to this job yet.
| Trades | Total | Status | Date |
|---|
Follow-ups for this job
Reminders and check-ins for this job — drafted ones land here.
No follow-ups attached to this job yet.
| Scenario | Channel | Date |
|---|
Payments at a glance
Track every dollar invoiced, collected, and outstanding — across all your clients, in real time.
Total invoiced
$0.00
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Total received
$0.00
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Outstanding
$0.00
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Overdue
$0.00
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Collected vs outstanding
Where every dollar you've invoiced stands right now — paid, awaiting payment, or past due.
No invoices yet. Convert a quote to an invoice to track payments here.
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Recent invoices
Click any row to open the invoice. Overdue invoices are highlighted in red.
| Invoice # | Client | Amount | Status | Date |
|---|
Settings
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Free
Personal info
Your name appears on the sign-off of every quote and follow-up you send. Phone is optional — include it if you want customers to text or call you directly.
Optional. Shown under your name on quotes so customers can reach you directly.
Your business
Company name, address, license, logo, and brand color — these appear on every quote and invoice you send. Setting these up once makes every document look professional.
Some states require contractor license numbers on quotes. Leave blank if not applicable.
Get paid online
Connect Stripe and start accepting card payments directly from your invoices — money lands in your account, not ours.
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Money goes directly to you
You're the merchant of record. Funds land in your own Stripe account, not ours.
One tap to pay
Send the invoice by email or text — your customer taps the link and pays in under 30 seconds.
Invoices auto-mark paid
When the customer pays, the invoice flips to paid automatically. No reconciliation, no chasing.
Secure Stripe-hosted checkout
Card details never touch our servers. Stripe handles PCI compliance for you.
Transparent pricing — pay nothing until you get paid
MyTradeDeck fee
1% of invoice (capped at $25)
Stripe processing
~2.9% + 30¢ per transaction
Monthly cost
$0 — fees only when you collect
Quote defaults
Save time on every quote — set the deposit and warranty values you use most often, and we'll pre-fill them. You can still change them per quote.
Most contractors charge 25–50% upfront, due before work starts. Set 0 to disable deposits.
Saved per language — switch the app language to set the other version. Leave blank to let the AI generate one tailored to each trade.
Plan & usage
Your current plan and quota. Upgrade any time to unlock unlimited quotes, jobs tracking, online payments, and more.
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Activity
A running snapshot of your work in MyTradeDeck — clients added, jobs tracked, quotes generated, and follow-ups sent.
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Clients
0
Jobs
0
Quotes
0
Follow-ups
Account & security
Manage your sign-in details and what happens to your data. Changing your password or email here takes effect immediately.
Email
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Member since
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Change password
Change email
We'll send a confirmation link to the new address. You'll also need to re-verify it to download and send your quotes again.
Danger zone
Permanently delete your account and all your quotes, invoices, clients, follow-ups, and jobs. Your subscription will be cancelled. This cannot be undone.
Invoices
Every invoice you've created — track status, follow up on what's owed, and find any document in a click.
No invoices yet. Convert an accepted quote to create one.
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| Invoice # | Client | Total | Status | Date |
|---|
Let customers pay this invoice online
Connect your Stripe account once — every invoice you send afterwards includes a secure pay link, and your customer can tap and pay with a card in under 30 seconds.
Pay link auto-attached every time you email or text the invoice
Invoice flips to "paid" the moment the customer pays — no manual reconciliation
Money lands in your own Stripe account, usually within 2 business days
Takes about 5 minutes
This invoice is paid
Get paid online
Your Company Name
Bill to
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Trade · Timeline
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Scope of work
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Line items
| Description | Amount |
|---|
Subtotal
$0.00
Tax
$0.00
Total
$0.00
Amount paid
$0.00
Balance due
$0.00
Help & FAQ
Find answers fast, or reach out — we'll get you unstuck.
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