Tools for quotes, progress invoices, and retention tracking
BooleanBooks gives contractors and small trade businesses a focused billing workspace for quotes, job invoices, reminders, purchase orders, materials, and receivables.
Invoice Workflow
Founding Program
Support
Reporting
Feature depth for trade billing
Every core workflow is designed to keep contractor invoicing fast, clear, and operationally sharp.
Quotes and Contractor Invoices
Create branded quotes, job invoices, progress bills, and retention payment records without learning heavyweight accounting software.
- Build quotes and invoices from reusable job details
- Turn an approved quote into an invoice
- Bill a project in stages
- Track retention amounts separately
- Professional templates that make your business look polished
- Automatic invoice numbering
- Clear line items for labor, materials, quantities, and prices
- Automatic totals for subtotal, tax, and balance due
- See whether each invoice is draft, sent, paid, or overdue
- Download clean PDFs for customers and records
- Email invoices with PDF attachments
- Recurring invoices for maintenance and repeat service work
- Receipts for paid work
- Custom invoice layouts for your trade
Customer and Job Management
Keep customer records, job details, invoice history, and payment follow-up organized in one place.
- Add, update, and organize customer records quickly
- Store customer contact, billing, and job addresses
- Find the right customer or job fast
- See which customers have not paid
- See past invoices before you follow up
- Review payment history by customer
- Keep every customer in one searchable list
Payment Tracking
Monitor deposits, partial payments, retained amounts, and reminders so job balances do not drift.
- Apply payments to the right invoice
- See what is paid, open, overdue, or retained
- Keep follow-up notes with the payment history
- Record how each customer paid
- Automatically remind customers when payment is overdue
- Let customers pay from an online payment link
- Support the payment methods your customers expect
Materials and Inventory Management
Track products, services, materials, and price lists alongside the quotes and invoices that use them.
- Know which materials and service items are available
- Keep item codes and names consistent
- See what is on hand before you quote the next job
- Maintain price lists for common work
- Review inventory value and movement
- Get alerts before key items run low
- Move item lists in or out when needed
Vendors and Purchase Orders
Manage vendor and supplier information so purchasing workflows stay connected to job billing.
- Keep supplier contacts and terms handy
- Track which vendors support each job
- Create purchase orders for materials and subcontracted work
- See vendor balances and payment status
- Review supplier history before ordering again
Expense Management
Track job expenses with categorization, attachments, recurring rules, and cleaner reporting.
- Track materials, supplies, fuel, and other job costs
- Group expenses so bookkeeping is easier later
- Handle tax-inclusive and tax-exclusive purchases
- Attach receipts and supporting files
- Link costs to vendors, customers, or jobs
- Repeat common monthly expenses
- Review where job costs are going
Bookkeeping Handoff
Keep billing, payment, and expense details organized so month-end bookkeeping is less painful.
- Organize money in, money out, and balances clearly
- Keep income and expense records ready for review
- See the history behind each balance
- Connect payments and expenses to the right records
- Track account balances without spreadsheet cleanup
- Handle accounts in the currencies you use
- Match records before handing them to your bookkeeper
Receivables and Job Reporting
See unpaid balances, job billing activity, cash flow, taxes, inventory, and financial reports from one workspace.
- Know what you earned and what you are still owed
- See income, expenses, cash flow, and balances
- Review sales by customer, team member, or item
- Summarize invoices by status and period
- Understand inventory value at a glance
- Prepare tax summaries and activity history
- Compare billing by crew, region, or job type
- Plan upcoming cash flow and job budgets
- Export reports for your accountant
Crew and Office Access
Give office staff, managers, and outside bookkeepers the right level of access without sharing one login.
- Invite team members to your workspace
- Decide who can view, edit, or manage billing
- Keep owner, office, and bookkeeping work separate
- Resend invites when someone misses the first email
- Remove access when a person leaves
- Keep each company workspace separate and protected
Dashboard & Analytics
Get a live overview of quotes, invoices, payments, receivables, and business momentum from one place.
- Recent quotes, invoices, and payments
- Quick actions for common billing tasks
- Outstanding balances and revenue summaries
- A simple view of cash coming in
- Recent activity from your team
- Revenue trends over time
- Charts that make billing status easier to scan
More tools, less friction
Beyond core invoicing, BooleanBooks helps your crew stay fast, secure, and connected.
Multi-Currency Support
Bill in your preferred currency and handle other currencies when the job requires it.
Smart Reminders
Automatically remind customers when payment is overdue.
Cloud Storage
Keep invoices, customer records, and job details backed up and available from the office or the field.
Protected Account Access
Protect customer and billing records with encrypted access and clear team permissions.
Lightning Fast
Create and send billing documents quickly when the office is busy or the crew is waiting.
Data Export
Export billing and payment records for your accountant, backup files, or year-end review.
Invoice Emailing
Send invoices by email with the PDF attached, so customers have what they need to approve payment.
Recurring Invoices
Set up recurring invoices to automate your billing cycle across supported plans.
Fast Search
Find invoices, customers, payments, and job records without digging through inboxes.
Billing Defaults
Set invoice templates, payment instructions, taxes, and business details once, then reuse them.
Quotes & Estimates
Turn an approved quote into an invoice for new jobs and change orders.
Overdue Follow-Up
See which customers have not paid and keep follow-up moving.
Match capability to your stage
Start lean, then unlock deeper control as job volume grows.
Build your contractor billing workflow today
Use BooleanBooks to streamline quotes, invoices, payment reminders, and receivables follow-up with less operational drag.