User Guide

The first time you launch EstimateKit, it asks what trade you work in — General, Finishing, Plumbing, Electrical, or Roofing.

Your answer pre-loads your Personal Library with 150+ trade-specific presets — common tasks and materials with default prices, ready to drop into any estimate. There's no account to create and no internet connection required at any point.

Prefer typing? Fill the fields in manually:

1. Enter a Job title — the only required field.
2. Add the Client name and Address (tap the search icon to look up and autofill a real address).
3. Set the Status: Draft, Active, Paused, or Completed.
4. Optionally add a Scope of Work note.
5. Tap the checkmark to save.

The Projects tab is your home screen. Each card shows the client, job title, address, running total, and status.

Use the filter tabs at the top to jump between Active, Paused, Done, and All jobs. Tap any card to open the full job detail.

Inside a job, the Work tab is your estimate. Add tasks from the ••• menu — either From Library (search your presets) or Custom (type your own).

• Work — labor or service tasks, e.g. installation, wiring, painting.
• Material — parts and supplies, with an optional material/labor cost breakdown.
• Receipt — a lump sum tied to a photographed receipt.

Tap a task's checkbox as you finish it. The job header updates in real time: a progress ring shows percent complete, and ESTIMATE vs BILLED totals track what's quoted against what's actually been invoiced.

The Library tab holds your saved work items and materials with default prices, so you're not retyping "toilet installation — $200" on every job.

1. Filter by All or your trade to browse presets.
2. Tap + to add your own item with a name, unit (pcs, hr, sq ft…), and price.
3. Items you use often naturally rise to the top when you're quick-adding a task.

Clients dispute work they can't see. Photos tied to the specific task and date are your proof it happened.

Whenever you mark a Work task complete, EstimateKit prompts you to attach a proof photo on the spot. You can also swipe left on any task at any time to add before/after photos manually — they're stored with the job and appear in the generated PDF when you choose to include them.

Every job has three tabs: Work (the estimate), Invoices, and Changes. The Invoices tab lists every invoice raised on the job with its status — Draft, Unsigned, or Paid — and amount, so you can see at a glance what's been billed. Use the Changes tab to log change orders — extra work or scope changes agreed with the client after the original estimate — so they stay tracked separately from the initial job.

Go to Settings → Business Profile to fill in the details that appear on every invoice PDF: business name, logo, address, phone, email, EIN, and license number.

Under Invoice Defaults, set your sales tax name and rate (calculated automatically on every invoice) and your default payment terms (Due on Receipt, Net 15, etc.).

Turn on reminders under Settings → Notifications so unpaid work doesn't slip through the cracks.

• Payment Reminders — one alert a day at 9:00 AM when an invoice is due tomorrow, goes overdue, or still hasn't been sent to the client.
• Weekly Summary — a short Monday-morning digest: how many invoices are unpaid and the total outstanding.

EstimateKit is free to start. The only limit on the free plan is 3 created jobs total — after that, you'll be prompted to upgrade before creating a 4th.

Everything else — PDF invoices, client signatures, the personal library, and receipt items — is available on the free plan from day one. Pro removes the job cap entirely, with Weekly (3-day free trial), Monthly, or Yearly billing.