Contractor Assist: Budget+ Invoice for contractors 2.4

Contractor Assist is a comprehensive toolkit specifically tailored for contractors, enabling effective financial management across various project stages. Its features aim to streamline budgeting, expense tracking, invoicing, and payment collection, thereby enhancing operational efficiency.

For contractors juggling multiple projects, Contractor Assist offers a structured approach to manage project finances in five key stages:

1. BUDGET: Define your expected project costs (e.g., $5000) by breaking it down into detailed categories and items.
2. ESTIMATE: Apply a markup (e.g., 20%) to your budget to create a formal estimate ($5000 + 20% = $6000) for client presentation.
3. EXPENSES: Monitor actual expenses (e.g., $5200) against your budget to avoid overspending and potential losses.
4. INVOICE: Upon project completion or per the agreed payment schedule, generate an invoice that includes a PayPal.me link for expedited payment.
5. PAYMENT: Track incoming payments as you receive them from clients.

On project completion, you will have a clear understanding of total expenditures (e.g., $5200) alongside the profit earned (e.g., $800). This data serves as a valuable foundation for better financial planning in future projects, helping to mitigate the risk of budget underestimation.

Additionally, Contractor Assist features a built-in site diary for documenting images, measurements, and notes from job sites.

Application Features Include:

• PDF invoicing with direct emailing capabilities.
• Customization options such as adding logos and signatures to invoices.
• Due date settings for improved payment management.

Taxes and Discounts:

• Option to apply taxes and discounts at both total bill and item levels.
• Discounts can be specified as either a percentage or fixed amount.

Custom Fields:

• Create personalized field names on your PDF documents.

PayPal.me:

• Easily accept payments through PayPal.me by linking your account; clients can pay directly without any associated fees from Contractor Assist.

Draft Functionality:

• Create drafts for invoices, purchase orders, or estimates for future use.

You can save banking details for efficient reference including bank name and account numbers.