Turn every finished job into a paid invoice — without chasing checks.
BuildFolio connects quotes, jobs and invoices in one place. Create invoices from approved proposals,
send them by text or email, add payment links, and let reminders run on autopilot.
Stop doing invoices as a separate project.
Most contractors run a different tool for quoting, a spreadsheet for jobs, and another system for invoices.
That’s how invoices get delayed, missed, or underpriced. BuildFolio keeps everything in one timeline:
estimate → proposal → job → invoice → paid.
Invoices that match your proposals exactly
BuildFolio turns accepted estimates and proposals into invoices with one click — no re-typing line items,
tax, or payment terms.
- Prevent missed add-ons and change orders
- Keep a clean audit trail from quote to paid
See exactly what’s billed vs. still outstanding
Every job shows quote, work completed, invoices sent, and payments received in one place. No more digging
through email and PDFs to see what’s left.
- See overdue invoices by job or customer
- Connect to job management for a full picture
Send text-to-pay links before you leave the driveway
Mark the job complete, generate the invoice, and text a payment link while you’re still on-site. Customers pay
from their phone — you see it update instantly.
- Perfect for HVAC, plumbing, electrical & small jobs
- Combine with contractor scheduling software for same-day collections
Contractor invoice software features you actually use.
No generic accounting dashboards. BuildFolio focuses on the few flows that matter most: converting quotes to
invoices, sending them fast, and getting paid without awkward follow-ups.
One-click invoices from approved quotes
Turn any approved estimate or proposal into an invoice in seconds. Adjust line items, taxes, deposits, and
payment terms before you send.
Text & email payment links
Send invoices by email, SMS, or both. Customers tap to open a secure page with the full invoice, payment
options, and any financing offers you’ve enabled.
Automated invoice reminders
Set gentle reminder rules once and stop rewriting “just checking in” emails. BuildFolio sends a short,
polite message before and after the due date.
- Pairs with invoice reminders & SMS templates
- Use our invoice reminder templates out of the box
Progress billing & final invoices
For larger jobs, break invoices into deposit, progress, and final. Keep everything tied back to one proposal
and job record.
- Ideal for remodeling and multi-stage projects
- Track what’s billed vs. remaining at a glance
AR aging & light collections
See 30/60/90+ day balances, then send friendly nudges before the account truly goes cold. Escalate to
firmer messaging only when needed.
QuickBooks Online sync
Keep your books clean without double entry. Send invoices and payments from BuildFolio to QuickBooks Online
with a few clicks.
How BuildFolio handles billing: from quote to paid.
You don’t need to change your entire business overnight. BuildFolio slots into your existing workflow and
takes over the parts that eat the most time.
Capture the lead in Contractor CRM, then create an estimate using
your templates or AI:
- Use AI estimating or manual templates
- Generate a branded proposal with scope & terms
Once the customer approves, the job moves into your job
management board. Crews see the scope, photos, and notes on mobile.
- Track status: scheduled, in progress, complete
- Attach work orders, change orders, and photos
Mark the job complete, generate the invoice, and send payment links and financing options in a couple of taps.
- Send by SMS + email with one click
- Let AI billing software handle reminders
Online payments, financing & collections that feel professional.
Make it easy for homeowners to pay — whether that’s card, ACH, or financing — and keep your tone friendly
even when invoices are late.
Give every customer a link they can’t lose
Instead of “I’ll drop a check by next week,” customers tap a link in their texts and pay from their phone.
You see the payment in BuildFolio and your accounting system.
- Card and ACH options on one page
- Pairs with online payments features
Add “See monthly payments” to invoices
For bigger tickets, show customers estimated monthly payments right next to the balance due. They can
pre-qualify without hurting their credit score.
- Use contractor financing widget on quotes & invoices
- Works alongside your existing financing partners
Soft collections before hard conversations
Build a short collection sequence that escalates tone over time, then hands off to your team when a
phone call is needed.
Compare invoice tools & use templates you already trust.
Already testing other contractor software? Use our comparison and templates to get apples-to-apples on
pricing, features and billing workflows.
Compare BuildFolio vs. other contractor software
See how BuildFolio stacks up for estimates, scheduling, invoicing and payments against other popular tools.
Invoice templates that drop right into BuildFolio
Start from our free invoice templates and customize them for your trade, then use them as the basis for
BuildFolio invoices.
Deep-dive invoicing & billing guides
If you want the full breakdown — screenshots, scripts and best practices — use the invoicing guide as a
playbook for your team.
Contractor invoice software — quick answers.
Short, practical answers you can skim between jobs.
Do I have to switch my accounting software to use BuildFolio?
No. BuildFolio is designed to sit in front of your accounting tool. You handle quotes, jobs and invoices in
BuildFolio, then sync to QuickBooks Online or export data for your bookkeeper.
Can I still send paper or PDF invoices?
Yes. You can download invoices as PDFs to print or email manually if needed. Most contractors default to
text + email links because they get paid faster, but you’re not forced into one method.
How does pricing work for invoicing, payments and AI billing?
Basic invoicing is available on the free plan. Advanced features like AI billing workflows, automated SMS
reminders and collections live in the Professional plan. Payment processing and financing are billed separately
through our partners. See the Pricing page for details.
Will this work if some of my customers still pay by check?
Absolutely. You can record offline payments against any invoice so your AR and reports stay accurate. Over
time, many contractors encourage more customers to pay online simply because it’s easier for everyone.
Can I automate collections without sounding harsh?
Yes. BuildFolio’s AI billing tools are tuned for “firm but friendly.” You control the wording and timing.
The system just makes sure the right message goes out at the right moment — and hands off to you when a
personal call is needed.
Send cleaner invoices and get paid faster — starting this week.
Capture the job, send the quote, complete the work and issue the invoice from one place. No more re-typing,
no more guessing what’s still outstanding.