Show your clients how professional your business is by presenting them with beautiful job proposals.
Cashboard lets you generate time and expense estimates that your clients can view as a PDF file or online. Easily turn your estimates into projects with 1-click, and track your performance for future reference.
We understand that everyone structures their estimates a bit differently. That's why Cashboard gives you the option to use hourly range style estimating, flat fees, or a mix of the two.
You can even mix items with flat fee and hourly estimates on the same quote. No matter how you estimate, Cashboard can handle it.
If you're like most service oriented businesses, you probably require a deposit on projects before starting a job. Cashboard has you covered there too.
Easily invoice for a percentage of your proposal or the entire thing. When your client makes a payment, it's automatically held as a credit for future work.
This is great for accepting money up front for all types of businesses, like...
We provide detailed reports that show you estimated vs actual job performance. Armed with this information you'll create better, more accurate proposals over time.
Cashboard is the only solution that gives you full control over the look of your estimate templates.
Reflect the branding of your company, translate your documents to another language, and easily PDF them for printing.
Cashboard even allows you to use multiple estimate templates. This flexibility means you could have an estimate template in English, one in Spanish, and one in French if you needed.