Seven kinds of document, numbered and branded, built on the phone without a connection. Send them the way each customer wants to get them, and keep a permanent copy of exactly what went out.
Your logo, business name, address, phone, and email land on every document without you touching them. Line items sit in clean tables, grouped by room when the job has more than one, with labor, materials, markup, and tax broken out or summarized depending on what you want the customer to see. Long jobs run to as many pages as they need. All of it renders on the phone with no connection.
- Seven document types: estimate, approved estimate, change order, approved change order, invoice, receipt, and deposit request
- Your branding applied automatically, every time
- Line items grouped by room, with a simple total or a full breakdown
- Multi-page layouts for jobs that need them
- Numbered in sequence per type, per account
- Built on the device, so a basement is not a problem
The number gets assigned when the document goes out, not when you preview it, so drafts you abandon do not eat numbers. And when a price has to change after a customer already has the estimate, you revise it. The revision is a new document carrying everything forward, the old one is marked superseded but stays whole and readable, and the two point at each other. Nothing is edited over the top of itself and nothing disappears.
- Numbers assigned on send, so abandoned drafts cost you nothing
- A revision copies forward instead of overwriting
- The superseded version keeps all its contents and stays viewable
- Approving one revision does not approve the next one
- Sending one revision does not mean the customer has seen the next one
- An approved change order cannot be quietly revised, and the app says so
Let BuiltWright send the email itself and track whether it landed. Hand it to Gmail or whatever mail app is on the phone. Or push it through the Android share sheet to a text message, a messaging app, or a shared folder. You pick a default for the account and override it on any single send. Some customers want email. Some want a text. The app does not pick for them.
- BuiltWright email with delivery status tracked
- Your phone's own mail app, with the PDF attached
- The Android share sheet, so anything on the phone is a delivery route
- A default per account, overridable on any send
- Editable message templates per document type, with simple fill-in tokens
- Reply-to address and blind copy yourself on every document
The outbox holds everything the app has produced, with live status on each: queued, uploading, sending, sent, failed, or canceled. A failed send retries or reshares. A banner rides the top of the app while something is going out, so you can walk away from the screen and still know. And if you try to send the same document twice, the app asks first instead of letting the customer wonder which one is real.
- Live status per document, from queued through sent or failed
- Retry or reshare anything that did not make it
- A send banner visible from any screen in the app
- Filter by type, customer, or job, with an archived view
- Duplicate sends caught and confirmed before they go
- Emailing a customer with no address on file prompts you instead of failing quietly
Open a sent document and it lays out on screen as a real document rather than a PDF thumbnail you have to pinch at. The on-screen version and the PDF are built from the same layout rules, so what you are reading is what they received. When you do want the PDF itself, the built-in viewer handles pages, full screen, printing, and saving.
- Sent documents render on screen, legible without zooming
- Screen and PDF built from the same rules, so they cannot disagree
- Built-in viewer with page navigation and full screen
- Print or save a copy straight from the app
- Every document a customer has received is also on their customer record
Branded documents, numbering that behaves, revisions that keep the record intact, and an outbox that tells you where everything got to. Bought once, with no monthly charge behind any of it.