For contractors and builders

Estimates, contracts, and invoicing software for contractors

One place for remodelers, builders, and specialty trades to price the job, get it signed, take the deposit, and get paid as the work gets done.

PROPOSAL Kitchen Remodel
R
ridgeline
Prepared by
Ridgeline Builders
Remodeling and additions
Presented to
Morgan Ellis
142 Alder Lane
Contract date
May 20, 2026
Valid through
Jun 19, 2026
Scope
Full kitchen remodel: demolition, new cabinets and quartz countertops, relocated sink plumbing, recessed lighting, tile backsplash, and new flooring.
WorkQtyPriceAmount
Cabinet allowance1$18,000$18,000
Recessed lights8$185$1,480
Contract price USD $62,500
Morgan Ellis · Homeowner
Accepted
May 22, 2026
Active Job In progress
Ellis Kitchen Remodel
Phase Rough-in
Crew time 86 of 140 hrs
Invoice #1042 Sent
Draw 2: Rough-in complete
Rough-in milestone (25%) $15,625
Change order #1 $1,782
Due on receipt $17,407
Change Order #1 Signed
Under-cabinet lighting
Adds $1,782 to the contract
Schedule 2 more days
Crew time · This week Live
142 hrs logged
Crew 4 people · 3 jobs
Top job Ellis Kitchen

Estimates in a spreadsheet. Contracts in a PDF. Payments in your truck.

You price the job in a spreadsheet, retype it into a proposal, email a PDF to sign, text the homeowner about the deposit, and chase every draw with a phone call. Change orders get agreed on site and forgotten by the final invoice.

Clientary replaces the paperwork: estimates and proposals, e-signed contracts and change orders, deposits, progress invoices, and online payments in one place. Your change orders get paid.

Built for the work you do

Whether you're a two-person remodeling crew or a builder running a dozen jobs at once, the paperwork follows the same path: estimate, contract, deposit, draws, final payment.

Remodelers and Renovators

Kitchens, baths, and basements. Allowances, options, and change orders the homeowner signs before you start.

General Contractors

Residential and light commercial builds. Draw schedules, subcontractor hours, and an invoice for every milestone.

Design-Build Firms

Design and construction under one roof. Bill the design hourly, then the build by draw, for the same client.

Specialty Trades

Electrical, plumbing, HVAC, and roofing. Quote the install, then turn the accepted estimate into the invoice.

Exteriors and Outdoor

Decks, siding, windows, landscaping, and hardscape. Deposits that hold your place on a busy season's schedule.

Property Maintenance

Handyman and maintenance work for owners and property managers. Recurring invoices for service agreements.

From the first estimate to the final payment

Estimate, propose, and get the yes

Send an itemized estimate, or a proposal with good, better, and best options. The client picks one and accepts online, and an accepted estimate becomes the invoice in one click.

Contracts and change orders, signed before the work

Send the contract for e-signature. When the scope changes, send a change order as its own document and get it signed before anyone picks up a tool. Nothing extra gets built on a handshake.

Deposits and progress draws

Link a deposit invoice to the estimate or contract so the job starts paid. Then invoice each draw as the job reaches its milestone, with approved change orders on their own lines.

Get paid online, not in the truck

Clients pay by card or ACH bank transfer from the invoice, from any phone. Payment reminders and late fees follow up on a late draw so you don't have to make the call.

Crew time and job expenses

Crews log hours from the mobile app, and materials and other expenses go on the job they belong to. Every hour and receipt is tied to the job, not lost in a glovebox.

Subcontractors without the timesheets

Bring subcontractors onto a job. They track time in their own account, their hours show up on your job, and they invoice you from theirs.

Turn tracked time into the invoice your client expects

Choose how hours appear on invoices: one layout for every invoice, or a pick each time you bill. On projects with phases, hours group under each phase, except in the one-line layout.

Detailed, by timekeeper

Every entry with who did the work, for legal and audit-style bills.

Every entry

Each time entry as its own line, without names.

By person

One line per team member and rate.

By job title

People who share a title, like Senior Engineer, roll up into one line.

By task

One line per task, ideal for deliverables or disciplines.

By date

A daily summary, common for deposition and expert witness work.

By rate

One line for each billing rate on the project.

One line

All the hourly work as a single line, for clients who want the total.

10,000+
Service businesses run on Clientary
14 days
Faster when clients pay online
Since 2008
Built for service businesses

Frequently asked questions

Common questions from remodelers, builders, and trade contractors evaluating Clientary.

What software do contractors use for estimates and invoicing?

Most small contractors piece it together: a spreadsheet for pricing, a word processor for proposals, QuickBooks for invoices, and text messages for everything else. Clientary puts estimates, proposals, e-signed contracts and change orders, deposits, invoices, and online payments in one place, and QuickBooks Online still keeps the books.

Can homeowners sign contracts and change orders online?

Yes. Send the contract, or a change order as its own document, for e-signature. The homeowner signs from any phone or computer, and the signed copy stays with the job. Every client also gets a portal to see their estimates, contracts, and invoices in one place.

Can I take a deposit before the job starts?

Yes. Link a deposit invoice to the estimate or contract, and the client pays it online by card or bank transfer. The deposit is tracked with the job. Some states limit deposits on home improvement contracts, so check your state's rules before you set the amount.

How do I bill progress payments as the job moves along?

Invoice each draw when the job reaches the milestone in your contract, and show approved change orders as their own lines so the client sees exactly what's being billed. Reminders follow up on any draw that isn't paid on time.

Does it work from the job site?

Yes. The Clientary app for iOS and Android lets you and your crew track time, check on jobs and tasks, and send estimates and invoices from your phone. It's the same account as the web, so a timer started on site shows in the office.

Does Clientary integrate with QuickBooks, and is there a free trial?

Yes to both. Invoices, payments, and clients sync to QuickBooks Online so your bookkeeper keeps the books where they are. The trial is 14 days with no credit card required, enough to send a real estimate, contract, and deposit invoice.

Price it, sign it, build it, get paid.

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