GENERAL ESTIMATE TEMPLATE & INVOICING APP
General Estimates & Invoices, Right From the Job Truck
Invoices, quotes and paperwork shouldn't slow down a one-person operation. MechForms gives service providers and independent contractors a general invoice template and fast business invoicing app that works from any phone or iPad.
Why general crews choose MechForms
One template for every job
A flexible general invoice template that handles repairs, installs, punch lists and multi-trade service work — add your logo and company details once.
Good / Better / Best options
Present patch, replace, and upgrade options side by side so customers see the value of doing it right instead of shopping your bid.
Estimates right from the job truck
Build the estimate in the driveway, capture a signature on your phone, and email the PDF while the customer is still deciding.
Fast business invoicing app
Convert approved estimates into invoices in one tap, record deposits, and send balance reminders with a secure pay-now link.
Everything on one sheet
- General estimate template with your company logo and details
- Good / Better / Best package options with per-package scope summaries
- Before-and-after photo attachments straight from your phone camera
- Customer and technician signature capture on any device
- Deposits, remaining balances, and secure online payment links
- Automated balance-due reminders and one-tap PDF resend
- Accountant-ready .CSV exports of your full document history
- Team seats with role-based access as your crew grows