Help Center

Go to the Register tab, enter your name, email, and a password (or continue with Google). You'll pick your country and state/province during registration — that's what sets your default tax rate and regional pricing.

Check your spam or junk folder first — this is by far the most common cause. Automated account emails sometimes get filtered even when everything's working correctly.

Still nothing after a few minutes? Go back to the sign-in screen and use Resend the email on the confirmation screen. If you signed in with Google instead of email/password, you don't need to verify at all — Google accounts skip this step.

Yes, from Account. This updates your default tax rate and which currency your billing is shown in going forward — it doesn't retroactively change estimates or invoices you've already created.

The rate Estiquik fills in for your province or state is the published base sales-tax rate, taken from these official government sources:

• Canada — GST/HST and PST by province: Canada Revenue Agency: Charge and collect the GST/HST (canada.ca). Quebec's QST is administered by Revenu Québec.
• United States — each state's tax agency, via USA.gov: State and local taxes.

These are editable starting points, not tax advice. Many cities and counties add local tax on top, rules on whether labour is taxable vary, and rates change. Confirm the current rate with the source above or your accountant, and change it on any estimate or in Account.

Estiquik is not a government app. It is an independent product of Ted Kam Consulting Ltd and is not affiliated with, endorsed by or acting on behalf of the Canada Revenue Agency, the IRS, any provincial or state tax authority, or any other government entity.

Yes — use Continue with Google on the sign-in page. Since Google has already verified your email address, you skip the email-confirmation step entirely.

Estiquik installs straight from the browser — there's nothing to download from the App Store or Google Play. Once it's on your home screen it opens like any other app, without the browser address bar, and the pages you've already opened keep working when you have no signal.

On an iPhone or iPad (Safari):

1. Open estiquik.com in Safari and sign in.
2. Tap the Share button at the bottom of the screen — the square with an arrow pointing up.
3. Scroll down the list and tap Add to Home Screen.
4. Tap Add. The Estiquik icon appears with your other apps.

It has to be Safari — Chrome and Firefox on an iPhone can't add apps to the home screen.

On an Android phone (Chrome):

1. Open estiquik.com in Chrome and sign in.
2. Tap the ⋮ menu at the top right.
3. Tap Add to Home screen (some phones say Install app), then Install.

On a computer (Chrome or Edge): look for the small install icon at the right-hand end of the address bar — a screen with a downward arrow — and click Install. Estiquik then opens in its own window.

You'll also see a card with these steps on your home page inside Estiquik, tailored to the device you're using. It disappears once the app is installed.

Yes, automatically. The home-screen version is the same Estiquik, so anything we release reaches you the next time you open a page — there's no update to approve and no app store to wait on. If you're offline when we release something, you'll pick it up as soon as you have a signal again.

Yes — the Price list page is your rate book: item, unit, price, and optionally the supplier and SKU. On an estimate, 💲 Fill prices looks up each line by name and puts your rate in the est $/unit column. It's the natural partner to a plan takeoff, which sends quantities over with the price deliberately blank.

Two rules keep it trustworthy. It never overwrites a price you typed — your negotiated number stays. And it matches on the whole item name, ignoring case, spacing and punctuation (so 3/4" Plywood and ¾ plywood are the same thing) but never on a partial one — "Plywood" will not quietly price itself as "3/4 plywood sheathing". When your estimate says something different from your price list, add that wording to the item's Also called field.

To load it in bulk, drop a CSV on the Price list page — your supplier's price file, your accountant's export or your own spreadsheet. Columns named Item / Unit / Price work, and so do Description / UOM / Unit Cost and most other spellings. Re-importing an updated file updates the items you already have rather than duplicating them, so a monthly price file just refreshes your rates. There is no live connection to a supplier's system — a CSV is the thing every supplier can actually give you.

It's on Starter and up.

Yes — book a 30-minute demo. Bring a drawing from a job you're actually quoting and we'll set the scale, measure a couple of rooms and count the fixtures together, so you see the real accuracy rather than a canned example.

No obligation and no card. If you'd rather poke at it yourself first, the live demo runs in your browser on sample data with no sign-up.

The estimate page and the takeoff page each run a short guided tour the first time you open them, pointing at the controls in the order you'd use them.

To see it again — or if you skipped it — open the gear menu in the top-right and choose Show me around. It's there on any page that has a walkthrough.

Nine starting points, each pre-loaded with typical line items so you're not starting from a blank page — plus a blank Custom Estimate for anything else:

• Whole House Renovation
• Kitchen Renovation
• Bathroom Renovation
• Basement Renovation
• Painting Project (interior & exterior)
• Flooring Project
• ADU (Additional Dwelling Unit)
• Deck Build
• Home Addition
• Custom Estimate — an empty sheet you fill in yourself

Every number in every template is a starting point, not a fixed price — add, remove, and edit line items freely once you're in an estimate.

Est $ is the placeholder price the template started with (adjusted for your region). Actual $ is what you enter once you have a real quote or receipt — paste the product's URL into the Link column, click through to check the price, then type it into Actual $. Once an Actual price is entered, it's used for all your totals instead of the estimate.

Contingency is a buffer for the unknowns every renovation runs into — it's a cost you're planning to absorb, not extra profit. Markup is your margin on top of cost.

Both are separate percentages you set per estimate, and both compound into the final total along with tax. Set either to 0% if you don't want it included.

Yes — the Valid until field in the estimate header. It's optional, and it prints on the copy your client sees, which protects you if material prices move before they sign off.

Yes. In the toolbar above the line items, check Hide breakdown of prices and unit rates to send a description-only list (quantities, unit rates and line amounts all come off together), and/or Hide markup & contingency breakdown to fold those into a single subtotal. The same two options are on the invoice page. They only affect the printed/PDF/emailed copy — your own working view on screen always shows full detail.

Yes — Export CSV gives you a spreadsheet-friendly breakdown of every line item plus totals. Export backup saves the complete estimate as a JSON file you can re-import later with the Import button — useful before a big edit, or to move an estimate to another account.

Use Print and choose "Save as PDF" in your browser's print dialog (or print it directly). What prints is the client copy — your business details, who it's prepared for, the project, priced line items and totals, carrying the Estiquik mark — not the working sheet, so collapsed rooms, unpriced template lines, product links and status columns never appear. On Pro, Email to client sends exactly the same document.

Yes, on Starter and up — and contracts and change orders, which are Pro documents, sign the same way. Email to client includes a Review & sign button, or press Signing link on the estimate to copy a link you can text or paste anywhere. The client opens it on their phone, reads the estimate exactly as you sent it, draws or types their signature, and that's it — you get an email the moment they sign, the estimate is marked approved, and the signature block (name, email, date, time, IP address and a fingerprint of the document) prints on your copy from then on.

Contracts and change orders work the same way. Re-sending a document after you change it issues a fresh link and retires the old one, so nobody can sign a stale version. No account or app is needed on the client's side.

Yes, on Pro and Crew. If an emailed estimate has not been approved after three days (change it to 2, 5 or 7 on the Account page), Estiquik sends the client one polite follow-up in your business name, with the Review & sign button included and replies coming to you. It sends once, and never for an estimate that was approved, invoiced, only printed, or emailed more than a month ago.

Switch it off for one estimate with the 🔔 On switch in the Reminders column on the Estimates page (tick several to stop them all at once), or untick Email the client a follow-up inside the estimate. For one client, use the switch on the Clients page; for everyone, Client reminders on the Account page. Every follow-up is listed on the Sent page with an Auto tag, and can be switched off from there too.

You walk the house and talk — what's coming out, what's going in, rough sizes, what the homeowner asked for — and Estiquik turns the recording into a draft estimate: rooms, line items, quantities and units, plus what it assumed, what's excluded and what to ask the homeowner. Add photos, your own notes and measurements, or an old estimate to revise. Upload a voice memo from your phone if you'd rather not record in the browser.

Two things it deliberately does not do. It doesn't price: every line lands with the price blank for you, or for Fill prices from your price list. And it doesn't send: drafted lines are marked ✨ until you've looked at them, and the estimate can't be emailed or sent for signature while any remain. Editing a line confirms it; Confirm all clears the rest.

It's a Pro feature with a monthly allowance (10 drafts on Pro, 30 on Crew). The page shows how many drafts you've used this month and how many are left.

Measuring quantities straight off the drawing instead of off a tape measure and a notepad. Attach the plan to an estimate (PDF or a photo), press 📐 Take off next to it, tell Estiquik the scale, then draw over the plan: areas for flooring, drywall and paint, lengths for walls, trim and pipe, and counts for fixtures and outlets.

When you're done, Add to estimate puts each measurement on the estimate as a line item with the quantity filled in and the price blank — a takeoff measures the job, it doesn't price it. Takeoff is a Pro feature.

Press Scale, click the two ends of something on the plan whose real length you know — a dimension line, a door, a grid spacing — and type that length. Everything else on the sheet is measured from it.

If the sheet states its scale (most do — "1/4" = 1'-0"" under the view or in the title block), Estiquik reads it and offers it: press Use it and the sheet is scaled in one click. Check it against a dimension before you trust it — a drawing plotted to a smaller sheet still carries its original scale note, and that is the one thing calibrating by hand catches.

Type it the way the drawing writes it. There are separate Feet and Inches boxes, so 9'-10" is 9 and 10 — and you can also paste the whole thing (9' 10", 9-10, 9' 10 1/2") into the Feet box. Estiquik reads it back underneath so you can see what it understood before you commit. Switch the units to metres or millimetres for a metric drawing.

Careful with decimals: 9.10 means nine point one feet, which is 9'-1¼", not 9'-10". If you type that, Estiquik asks whether you meant 9'-10" and can fix it in one click — but it's the one number worth double-checking, because every quantity on the sheet is derived from it.

Pick the longest thing you can trust: a mistake over a 2 ft door is four times worse than the same mistake over an 8 ft one. If the drawing is at a standard scale, Estiquik names it back to you (1/4" = 1'-0") — a useful check that you clicked the right two points.

Each sheet is scaled on its own, because a set rarely uses one scale throughout. A sheet you haven't scaled contributes nothing, and the item says so rather than quietly reporting a smaller number than you drew. Counting works without a scale.

This also handles plans that were printed or scanned at the wrong size, and photos of a drawing: you're measuring against a length you gave, not against what the title block claims.

Usually the two are measuring different things, and both can be right:

• Closets and nooks. A room's printed area normally excludes its closet, which is a separate space on the drawing. If you trace the room as one rectangle you've included it — worth 9 or 10 sq ft on a typical bedroom.
• Which wall face you traced. A finished basement often has the existing foundation wall plus a new stud wall framed a few inches inboard. Snapping to the concrete instead of the finished face adds close to a foot of width, and you'd be buying flooring for space that ends up inside the wall.

While you draw, the label at the cursor shows the edge you're drawing as well as the running area — check that against a dimension printed on the sheet and you'll see straight away which line you're on. Zoom in first; snapping is easier at 300% than at 100%.

Which number to use depends on the trade. For flooring you want the finished floor you'll actually cover — room plus closet, traced to the finished faces — which is usually a little more than the room area printed on the plan.

Yes, on a PDF that came out of drawing software. Press 🔎 Find tags in the toolbar: Estiquik lists every tag on the sheet, what it means, and how many there are — R · duplex receptacle outlet · 14 on the drawing — and one click drops a marker on all of them and starts the item for you, named from the legend. You don't have to create anything first.

The Sheet key panel down the side lists the abbreviations the drawing set defines, read from its own legend — so you can see what SA and CMD mean without flipping back to the legend sheet.

It's reading the drawing's own text, so the positions are exact and nothing is guessed. Tags sitting away from the plan are treated as the legend or title block and left alone — the row tells you when it skipped some, so a legend entry doesn't get priced as a device.

Run it twice and nothing doubles; markers already placed are left where they are. Look the markers over before you price them, and delete any you don't want — same as counting by hand.

A scan or a photo has no text layer, so there's nothing to find. Those still have to be counted by clicking.

Turn on Deduct before drawing, and the next shapes come off that item's area instead of adding to it — the way a drywall or paint quantity has to work. You can also select a shape you already drew and switch it to a deduction.

Each item takes a waste % and a round up to setting, so the number that lands on the estimate is what you'd actually order rather than what you measured. 384 sq ft of tile with 10% waste, rounded up to the nearest 10, becomes 430.

The item card always shows the measured figure underneath, so you can see what the waste added.

Those are bought by the square foot of wall, which is the run times the ceiling height — so measure the walls as a Length item, then give the item a Wall height. The quantity switches from linear feet to square feet.

Trace each wall once — a single line along it, not one down each face. Tracing both faces double-counts, and the two faces aren't the same length anyway once you get to the corners.

Sides of the wall is what says how many faces the trade covers. An interior partition is boarded on both faces, so set Both sides and the area doubles. An exterior or foundation wall finished only on the inside stays on One side. It applies to a plain run too — baseboard on a partition runs along both faces, so the linear feet double the same way.

That's why it isn't automatic: the right number depends on the wall, not on the trace. Insulation is always One side whatever the wall, because it fills the cavity once. Keep exterior walls and partitions as separate items — they differ on this setting and on what's fixed to them.

To order in packs rather than square feet, type the coverage into Round up to — 32 for a 4×8 sheet, or whatever the bundle, box or carton says it covers. 1,624 sq ft of board with 10% waste becomes 1,792, which is 56 sheets; 812 sq ft of R20 batt with 5% waste becomes 930, which is 12 bundles at 77.5 sq ft. Common values are suggested in the box, but any number works — coverage is printed on the product, not something we can guess.

The ceiling is just the floor area: measure it as an Area item, the same shape you'd use for flooring.

Most estimators don't deduct doors and windows from drywall — you board over the opening and cut it out, so the sheet is consumed either way. Deduct them only on a wall with a lot of glass, using the Deduct toggle on an area item for the openings.

Insulation is the same measurement with one difference: it fills the cavity once, so leave Boarded on One side even for a partition that gets board on both faces. Keep the insulated walls as their own item — on a basement that's usually the exterior/foundation run only, with sound batt in the bedroom and bathroom partitions if the job calls for it.

Yes — measure the slab or footing as an area, then give the item a depth in inches. The quantity switches to cubic yards, which is how it's ordered.

Yes — press ⧉ Duplicate on any item. It copies the item and every shape drawn for it, so you measure once and price it as many ways as the job needs.

Trace the perimeter once and it becomes the baseboard in linear feet, the drywall at ceiling height boarded both sides, and the insulation at the same height one side — three lines, one trace. Same with a floor: duplicate it for the underlay, or add a depth to the copy and it becomes concrete in cubic yards.

The copy starts with the original's settings and the name field ready to type in. Changing it doesn't touch the original, and a copy never counts as already added to the estimate.

Yes. An item is the line on the estimate; draw as many shapes into it as you like, across as many sheets as you like, and they add up. The card tells you how many shapes and which sheets are behind the number.

They're saved to the estimate as you draw, and reopening the takeoff brings back every shape and every sheet's scale, so you can adjust a measurement and send the corrected quantity over later. Adding to the estimate a second time only ticks the items you haven't already sent, so nothing gets counted twice by accident.

If nothing is attached yet, the takeoff offers Upload a plan to this estimate right there — it attaches the drawing and opens it in one step, so you don't have to go back to the estimate first. You can also just open one from this device without attaching it, but then only the measurements are kept.

If a stored plan won't open, the message says why — a link that expired, a file that's been removed, a password-protected PDF, a download blocked by the browser. Re-attaching the plan on the estimate fixes most of them, and you can carry on measuring from a local copy meanwhile.

Every invoice is generated from an existing estimate — open the estimate and create its invoice from there, or start from the Invoices page. Line items, client info, and region carry over automatically; you're free to adjust markup, contingency, discount, and tax before sending.

A brand-new invoice starts with the same Markup % and Contingency % you set on the estimate, as a starting point — you can change either independently on the invoice from there without affecting the original estimate.

Yes — click Record payment on the invoice and enter the amount, date, and method. Each payment is its own record, so you can log a deposit now and further payments later; the invoice shows the running total paid and the remaining balance due.

Yes. On the estimate, under Payment schedule, add the stages and their share of the price (or pick a preset like 50 / 50 or 30 / 40 / 30). The schedule prints on the estimate so the client agrees to it up front. Each stage then becomes its own progress invoice: hit Invoice this stage on the estimate, or Create invoice and Estiquik picks the next unbilled stage for you.

A progress invoice shows the contract value, what was invoiced before, this stage's share and what is left — and it gets its own due date, pay link and overdue reminders like any other invoice. Optionally set a holdback percentage: that share is kept back from every stage and billed as a final "holdback release" invoice when the job is done. Job costing and QuickBooks count each stage as it is billed.

Yes — the Apply tax to setting lets you choose "Everything" or "Materials & goods only." Rules on whether labour is taxable vary by location, so confirm what applies where you work.

Yes, on Pro and Crew. The day after an emailed invoice passes its due date with a balance outstanding, the client gets a reminder from your business name; if it is still unpaid a week later they get one more, and then it stops. When your Stripe account is connected the reminder carries a fresh Pay by card link for exactly the balance due, so the payment records itself on the invoice. An invoice with no due date is treated as due seven days after it was emailed.

Record a payment or mark the balance settled and the reminders stop on their own. To stop them sooner, use the 🔔 On switch in the Reminders column on the Invoices page, or untick Email the client overdue reminders inside the invoice. For one client, use the switch on the Clients page; for everyone, Client reminders on the Account page. Reminders share your account's 50-emails-a-day allowance.

There's a fuller walkthrough on the AI receptionist page. Six steps, in this order. Receptionist in the sidebar walks you through the same list — press the gear, top right, and pick Show me around to replay it any time.

1. Get a number. Pick the area code your customers would expect and press Get my number. You keep your own number; this one sits behind it.
2. Buy minutes. 100, 300 or 650 a month. Change bundle whenever you like — the difference is prorated.
3. Tell it about you. A name, a voice, your hours, and what you actually do. It will never offer work that isn't on that list, and anything you haven't told it, it says it doesn't know and takes a message instead of guessing.
4. Decide what it can do. Book site visits into your schedule, put urgent callers through to your mobile, or just take a message.
5. Switch it on. Then ring the number yourself and have a real conversation with it.
6. Forward your phone. The step people forget. Dial the code shown on the page from your mobile and calls you don't answer land here instead of your voicemail. Until you do this, nothing reaches it.

Yes, on every call. The greeting says she's an AI assistant and that the call is recorded — for example, “Thanks for calling Elm Kitchen. I'm Nina, an AI assistant, and this call is recorded. How can I help?”

She answers honestly whenever anyone asks again, and she will never claim to be a person — being caught pretending would cost you the job and your reputation.

The written transcript of every call is under Recent calls on the receptionist page.

It finds out who's calling, what they want done and where, gets a callback number, and either books a site visit from your real availability or takes a message. Every call is written up under Recent calls with the full transcript, and emailed to you. It doesn't text anyone.

It never quotes a price — not a number, not a range. The only pricing it will ever say is the sentence you type into If they ask what it costs, word for word. It never promises a date beyond a time your calendar actually has free. And if someone describes gas, fire, flooding or an injury, it tells them to hang up and call 911 rather than taking a message.

If your minutes run out it stops answering and calls ring through to your own phone instead. You're never billed for going over.

Yes, on Pro and Crew. Booking page in the sidebar gives you a public link — estiquik.com/book/your-name — where a homeowner picks a time, gives their address and describes the job. The visit lands on your schedule, they're added to Clients with the source "Online booking", they get a confirmation and the evening-before reminder, and you get an email with everything they wrote.

Put the link on your website, in your Instagram bio, and on your Google Business Profile under Booking or Appointment links so it shows on Maps. There's a ready-made "Book a site visit" button to paste into any website.

You set the days and hours you take visits, how long one takes, how many a day, how much notice you need and how far ahead people can book. Anything already on your Estiquik schedule is never offered. To block times from your own calendar too, paste its private iCal address (Google Calendar → Settings → your calendar → Secret address in iCal format) — busy events there, including weekly repeating ones, come off the list. Nothing is written back to your calendar.

Their confirmation email has a cancel link. Using it removes the visit from your schedule, keeps their client record, and emails you both. To move a visit, edit the job on your schedule like any other.

Everyone who has asked about a job but isn't a client yet. Each lead sits in one of six stages — new enquiry, contacted, site visit booked, estimate sent, won, lost — and you move it along as things happen. The board shows who's waiting on you, the tiles count what's open and what's due today, and the source filter tells you where enquiries actually come from. It's in every plan.

Open the lead and press Convert to client. If someone with the same email, phone or name is already in your Clients, the lead is linked to them; otherwise a client record is created from what's on the lead. Book site visit and Create estimate do the same conversion first, then open the schedule or the right estimate template with that client already picked. Marking a lead Won converts it too, so every won lead has a client behind it.

Yes. When a homeowner books a site visit, they're added to Clients and to the schedule as before, and a lead is created at Site visit booked with the visit date as its follow-up date and whatever they wrote about the job as the first note. If you already had an open lead with that email — say you'd spoken on the phone and then sent them the link — that lead moves to Site visit booked instead of a second one appearing.

No — leads are a to-do list, not an autoresponder. You set a next follow-up date on each lead; when it arrives the lead is counted in Follow up today, shown in red on the board, and listed under Due for follow-up. The Call, Email and Text buttons open your phone's own apps so the message comes from you. Estiquik does not send automated emails or texts to leads. (Automated reminders exist for scheduled jobs, sent estimates and unpaid invoices — those go to clients, not leads.)

It's a simple CRM — save each client's contact info once, then pick them from a dropdown when starting a new estimate or invoice instead of retyping it. Each client's page shows every estimate and invoice linked to them, plus running totals for outstanding and collected amounts.

On the Clients page, click the 🔔 On switch in that client's Reminders row so it reads 🔕 Off. The same switch is at the top of the client's own page, and in any reminder you open on the Sent page. Every automated email also carries a "stop automated emails" link in its footer; when a client uses it their switch turns off for you, marked by client with the date. Emails you write and send yourself are never affected — this only covers the job, estimate and invoice reminders Estiquik sends on your behalf.

On the Contracts page (Pro), pick the client and link the invoice — the price and parties prefill, and the contract drafts around them with a scope of work, payment schedule, and editable contractor terms. Email it with a Review & sign button (or copy the signing link and send it any way you like) and the client signs on their phone; the signed copy, with its audit trail, is on the contract the moment they do. Prefer paper? Print it for signing and attach the scan so it's filed with the job.

Press Signing link (or tick Include a "Review & sign" button when emailing) on a contract, change order or estimate. Estiquik keeps a snapshot of the document as sent, and the link opens that snapshot with a signature pad. The client types their name and email, draws or types a signature, and ticks that they agree to sign electronically. We record the signature image, the date and time, their IP address and browser, and a SHA-256 fingerprint of the exact document they saw, and print all of it in the signature block on your copy.

Electronic signatures of this kind are recognised for ordinary commercial agreements in Canada and the United States (for example under Ontario's Electronic Commerce Act and the U.S. ESIGN Act). A few document types are excluded by law, and this is not legal advice — if a job is large or unusual, ask a lawyer whether a wet signature is safer. You can always print for a paper signature and attach the scan instead.

A change order is a signed record of work that wasn't in the original estimate — the mid-job "while you're here, could you also…" requests, or surprises like hidden damage behind a wall. Instead of doing the work on a verbal OK and arguing about it at invoice time, you price it, get a signature, then do the work.

Use one any time the scope, price, or schedule changes after the client has agreed to the original estimate — even for small amounts. It's exactly the small ones that get forgotten and eaten.

Open Change orders in the sidebar (Pro) and hit New change order. It gets the next CO number automatically. Link the estimate it amends and the client and tax rate fill in from the job; then describe the change, add priced line items — the same way you build an invoice — and note any schedule impact in days. Email it with a Review & sign button — the client signing it approves it automatically — or print it for a wet signature and attach the signed copy when it comes back.

It's the one number that ends disputes: the original estimate total plus every approved change order on that job. You'll see it in the form as you price a change, and it prints on the document the client signs — so both of you always agree on what the job now costs. Draft, sent, or rejected change orders don't count until they're marked Approved.

Yes. Enter a negative rate on the line items and you get a deductive change order — a credit. It subtracts from the revised contract value the same way an extra adds to it, and it's just as worth getting signed: a written record of what came out of scope protects you when the client later asks where it went.

Draft is your working copy. Emailing it flips it to Sent automatically. When the client e-signs it flips to Approved on its own; after a paper signature, mark it Approved yourself — that's when it starts counting toward the revised contract value. Rejected and Void keep the record without counting it, so your history shows what was proposed, not just what stuck.

Both are part of Pro (and included in Crew), alongside document emailing, expense tracking, and QuickBooks sync. On Starter you'll see the pages, and upgrading unlocks them.

Yes — Import CSV in the sidebar takes a client list or an invoice export from Joist, Jobber, QuickBooks, or any spreadsheet with a header row.

Do clients first, then invoices. That way each imported invoice is attached to the client it belongs to and shows up in their history, instead of just carrying their name as text.

The importer matches your columns by their headings, shows you exactly what it worked out, and lets you correct anything before a single record is written. Nothing is saved until you press Import on the preview step.

On a desktop or laptop, sign in to Joist on the web. For clients, open Clients and use the menu to export. For invoices, open Invoices and use the Export button — Joist exports one month at a time, so grab each month you need and paste them into one spreadsheet before importing.

One thing to know up front: Joist's invoice export doesn't include line items — only the subtotal, tax and total. Those invoices import as a single line at the right total, which keeps every figure correct even though the itemised breakdown isn't in the file to begin with.

For clients, open Clients → More Actions → Export Clients and choose CSV. For invoices, run the Invoice Report under Insights → Reports and use Export to CSV.

Jobber writes one row per client and property, so a client with three job sites appears three times. The importer recognises this and folds those rows back into one client, keeping each site address in their notes — it tells you how many rows it merged.

Jobber's own client and invoice import templates work too, including the ones with Line Item 1, Line Item 2 … columns spread across the row.

Yes — on the Check the columns step every field has a dropdown listing all the columns in your file. Change any of them, and the preview updates. Columns Estiquik has no home for are listed underneath so you can spot one that should have been used.

If your dates are ambiguous — every day in the file is 12 or under, so 03/05 could be March 5th or the 3rd of May — the importer says so and gives you a button to read them the other way round.

Because the line items in the file don't add up to the total the file states — usually rounding, a fee that wasn't itemised, or a discount recorded outside the lines. The importer flags every invoice this affects on the preview step rather than quietly picking one number.

By default it imports what the line items actually come to. If the totals in the file are the ones your clients were billed, turn on match the stated totals exactly and it adds an “Adjustment” line for the difference so every invoice matches the paperwork your client already has.

Nothing gets duplicated. Clients are matched on email, or on name and postal code; invoices on their invoice number. Anything already in your account is listed as a duplicate and skipped, so re-running a file after a partial import picks up only what's missing.

You can also choose to update the existing records from the file, or import them as second copies — the preview tells you how many of each before you commit.

Yes, when the file records them — a deposit, an amount paid, or a balance due is enough to work out what was collected. The importer adds one payment to each invoice for that amount, so the balances on your Invoices page are right from the moment the import finishes rather than showing everything as unpaid.

Up to about 5 MB, which is comfortably tens of thousands of rows. Larger than that, split it in a spreadsheet and import the pieces one at a time — duplicate detection means overlapping pieces are safe.

The file is read entirely inside your browser. It's never uploaded anywhere, and only the records you approve on the preview step are saved to your account.

Yes — QuickBooks Online. Connect your company from the Integrations page and your Clients, Invoices, and Payments sync across automatically as you save them in Estiquik.

Go to Integrations in the sidebar and click Connect to QuickBooks. You'll sign in to Intuit and approve the connection, then land back on Estiquik connected. Use Sync now afterward to push anything you created before connecting.

Estiquik pushes to QuickBooks — Clients become Customers, Invoices become itemized Invoices, and recorded Payments link to the right invoice. It's one-way: changes made directly in QuickBooks don't flow back into Estiquik.

No — only QuickBooks Online. Desktop uses a completely different connection method that isn't supported.

On the Integrations page, click Disconnect. Syncing stops immediately; nothing already sent to QuickBooks is deleted, and you can reconnect at any time.

Free keeps up to three estimates, built from the blank Custom sheet, with your client records and your region's tax rate worked out for you. You can print them or save a PDF to hand over. No card, and no trial clock.

What it doesn't do is send. Emailing the estimate, the signing link and invoicing are on Starter, along with the nine ready-made templates and unlimited estimates. Plan takeoff, expenses, contracts and change orders are on Pro.

Paid features still show in the app with the plan they're on marked, so you can see what you'd be getting before you decide.

Your account drops to the Free plan — it isn't locked. You keep signing in, your estimates and clients stay where they are, and you can still open and print them. Sending, invoicing and takeoff stop until you subscribe again, and Free's three-estimate limit applies to new ones.

Nothing is deleted for lapsing. If you want your data out, Export CSV and Export backup on an estimate work on every plan.

• Free — try it, or run the odd small job. Three estimates, print only.
• Starter — you quote and invoice regularly. Unlimited estimates, all nine templates, emailing, e-signature and invoicing.
• Pro — you work from drawings and keep books. Adds plan takeoff, expenses and receipts, contracts, change orders, the booking page, automatic client reminders and QuickBooks.
• Crew — everything in Pro for a team of up to ten in one workspace, at one price rather than per seat.

Starter is CA$24.99/month or CA$249.99/year, Pro is CA$34.99/month or CA$349.99/year, and Crew is CA$79.99/month or CA$799.99/year. Accounts outside Canada are billed in US dollars ($19.99, $29.99 and $69.99 a month) — your region on the Account page decides which, and the price you see at checkout is the one you are charged, not a conversion. The annual plan works out to about two months free compared to paying monthly.

Yes — 14 days free on either plan for new subscribers, no card required to start. If you add a payment method before the trial ends, billing begins automatically; if you don't, the trial simply ends and you're not charged.

Go to Billing and click Manage billing / cancel — this opens a secure Stripe page where you can cancel, switch plans, or update your payment method yourself, no need to contact anyone.

Yes — checkout and billing are handled entirely by Stripe. Your card number is never seen or stored by Estiquik. See our Security page for the full picture.

On the Billing page, under "Have a coupon / test-access code?"

On Crew, yes — one shared workspace for up to 10 people including you, at one flat price. Adding someone never changes the bill.

Free, Starter and Pro are a single login each.

Open the Team page in the app and enter their email address. They get an invite link, sign in with that address — or create a free login using it — and the invite attaches itself.

If the email doesn't arrive, the Team page also shows the link so you can send it yourself.

Everything in the workspace: clients, estimates, invoices, expenses and the schedule, with the same rights over them as you.

There are no per-user roles or permissions. You can't give someone estimates but not invoices, or read-only access. Invite people you'd trust with the filing cabinet.

Three things stay with the owner: billing, the team list itself, and the public booking address.

On the Team page, remove them. A member can also remove themselves. Either way access stops straight away — their own login still works, it just no longer opens your workspace.

An invite nobody has accepted yet can be revoked the same way.

Yes — their own email and password, or Google. Don't share one login between people: an invite only works for the address it was sent to, and separate logins are what let you remove one person without changing everyone's password.

An invite works only for the exact address it was sent to, and that address has to be confirmed first. If they registered with a different one, revoke the invite and send a new one to the address they actually use.

Members stop seeing the workspace — the app opens it for them only while the owner's Crew subscription is active. Nothing is deleted. You keep signing in as the owner, and members get the workspace back as soon as the subscription is active again.

On the sign-in screen, click Forgot password? after entering your email. You'll get a reset link by email.

The estimate or invoice you're actively working on is cached in your browser, so a brief connection drop won't lose your work — it syncs once you're back online. A full internet connection is needed to sign in, sync across devices, or load client records.

No — every record is isolated to your account and enforced on the server side, not just hidden in the interface. Full details are on the Security page.

Account data, client records, estimates and invoices live in Google Cloud Firestore, in a United States multi-region deployment. Pages are served from Firebase Hosting's global network, and payments run on Stripe's own infrastructure.

If you're in Canada, the UK or the EU, that means your information — and information about your customers — is stored in the US. Privacy Policy §7 spells out what that means for your own privacy notice.

In transit over HTTPS, and at rest by our infrastructure providers. Accounts are protected by Firebase Authentication, and the rules that keep one account out of another's records run on Google's servers rather than in your browser — so developer tools, or calling the API directly, don't get around them.

No to all three today, and we'd rather tell you than imply otherwise. The Security page keeps a plain list of what we don't have yet.

If your business or your clients require any of it, it isn't available from us right now.

Yes — export your estimates as JSON or CSV at any time from inside the app. Nothing to request and nobody to wait for.

Follow the steps on Delete your account. Once an account is closed we delete or anonymise your data within 90 days — except billing records, which tax law requires us to keep for longer, typically seven years.

The estimate or invoice you're working on is cached in that browser so the app stays quick and survives a dropped connection. On a shared or public machine, log out and clear browser data when you're done.

Client records you enter are yours — we store and process them on your behalf. If one of your customers asks to see or delete what you hold about them, that's your record to act on; we'll help you do it, but we can't make that call for you.

See Privacy Policy §3.