FOR ELECTRICAL, HVAC, PLUMBING & MULTI-TRADE CREWS
Create specialized, multi-option estimates and invoices in under 60 seconds right from your iPad or phone on the job truck.
Four trades. One professional standard.
Panel upgrades, service calls and circuit work — with amperage, voltage and permit fields built for licensed electrical crews.
SERVICE ESTIMATE
EST-SAMPLE · Electrical
Prepared for
Alex Morgan — Sample Customer
Residential service project
Scope of work
Main panel upgrade
| Description | Amount |
|---|---|
| 200 A panel installation | $1,850.00 |
| Circuit labeling & safety testing | $350.00 |
Sample payment button · display only, not clickable
Alex Morgan
Simulated customer signature · Demonstration only
Dedicated workspaces for Electrical, HVAC, Plumbing, and General/Handyman work. Features universal metadata parameters alongside specialized trade specs so your crew can pivot to any home maintenance or multi-trade job seamlessly.
Present three packages side by side so customers choose up — not whether.
Attach field evidence straight from your phone camera onto every document.
Send balance-due reminders with a secure pay-now link in one tap.
One click pulls your complete customer and materials history into an optimized, standard .CSV spreadsheet — ready to map straight into your master accounting software or hand directly to your bookkeeper.
Link material lists directly to your invoices. Selecting parts automatically deducts truck stock levels upon finalization, flashes instant low-stock alerts, and prevents field over-allocations.
Cancel anytime. Upgrade as your crew grows.
$49/mo
$149/mo
$299/mo
Yes. The $149 Business plan includes a one-time 14-day free trial. Your trial ends exactly 14 days after you start it; if no paid subscription is active by then, workspace access pauses and you're returned to the pricing page to choose a plan.
Electrical, HVAC, Plumbing, and General/Handyman crews each have dedicated paperwork and matching project specifications.
Yes. Your company details and uploaded logo appear on your estimates and invoices, including downloadable PDFs.
Yes. Record a down payment to show the deposit and remaining balance on your document. Add your payment provider’s link for customer payments.
The video academy and MechForms AI Concierge are available from the dashboard to signed-in members with an active paid subscription.
Yes. Accounts with authorized managerial roles can instantly export the complete company-wide documents history into an optimized, standard .CSV spreadsheet format. This spreadsheet file is specifically formatted to be instantly uploaded and mapped straight into your master accounting software or handed directly to your company bookkeeper for effortless weekly reconciliation.