Deftera: Client CRM & Invoice

Out of your head, into Deftera.

Client tracking, income and expense tracking, accounts receivable, measurements and quotes — all in one app. Deftera is the all-in-one business notebook for small businesses, freelancers, contractors, tradespeople and craftspeople.

Whether you just want a simple daily income and expense tracker, or you're a contractor running multiple jobs — Deftera was built for you. Carpenters, tailors, plumbers, electricians, HVAC technicians and painters have been using Deftera from day one. Works fully offline; cloud backup is optional.

— BASIC MODE: INCOME & EXPENSE LEDGER —
Simple mode for anyone who just wants to track daily, monthly and yearly cash flow. Use it as a daily income expense tracker, cashbook, money manager, or budget app — in your pocket.

— ADVANCED MODE: FULL JOB & CLIENT BOOK —
Client tracker, customer management, accounts receivable, debt tracking — in one notebook:
- Customer management: add from contacts in one tap, full history together
- Job tracking: active / completed jobs, appointment reminders
- Credit / debt tracking: who owes what, was it paid?
- Payment tracking: deposits, installments, remaining balance
- Measurement notebook: photo-based capture, AI auto data extraction

— PDF: QUOTES, INVOICES, REPORTS, RECEIPTS —
Professional PDF output in one tap:
- PDF quote / estimate generator (logo + color customization)
- PDF invoice — use as your invoicing app
- PDF payment receipts — send instantly when paid
- PDF reports: monthly and yearly business reports
- One-tap share via WhatsApp, email or SMS

— FOR CONTRACTORS AND CONSTRUCTION TRADES —
Drywall installers, tile setters, masons, plasterers, flooring contractors, welders and general contractors — track materials, labor, measurements and progress per job. Records work offline on the jobsite.

— TASK MANAGEMENT & TO-DO LISTS —
- Assign tasks to each job, track progress item by item
- Daily task list, to-do list with reminders
- Priority, due dates, push notifications
- Live percentage complete per job

— EXCEL & CSV EXPORT —
Ready for your accountant:
- Export to Excel (.xlsx) and CSV
- Monthly and yearly accounting summary
- Cashbook reports, income expense statement
- One-tap email to bookkeeper

— FOR SERVICE, REPAIR AND MAINTENANCE PROS —
HVAC, appliance, boiler, phone and computer repair, shoe and watch repair, auto and bike mechanics — parts costs and client history in one place.

— MEASUREMENT PHOTOS & AI —
- Snap a measurement photo, AI writes the numbers and notes onto the job card
- Full screen, pinch zoom — easy to read on the jobsite
- Photos stay attached to each job, nothing lost

— EVENTS, EDUCATION AND DIGITAL SERVICES —
Cleaning companies, carpet cleaning, pest control, locksmiths, auto detailing, wedding and event planning, DJs and catering for job and client tracking; photographers, videographers, video editors, graphic designers, web designers, SEO consultants, social media managers, translators and private tutors for freelance quotes and collections; smart home, security, fiber and solar panel installers, real estate agents and insurance agents for customer tracking; movers, couriers, gardeners, landscapers, florists and bakers as a job ledger.

— MULTI-CURRENCY —
USD, EUR, GBP, TRY and 50+ currencies. Automatic exchange rate conversion.

— WHY DEFTERA? —
- Works fully offline — keep working without signal
- Fast and lightweight — local database, instant launch
- Dark theme, 18 languages
- Sign in with Apple or Google
- Cloud backup (Pro): one-tap restore on a new phone

— START FREE —
Begin today with basic customer, job and measurement features. 20 free AI credits.

— DEFTERA PRO —
- Unlimited jobs
- 20 measurement photos per job
- 200 AI analyses/month
- All PDF customizations (logo, colors, sections)
- Automatic cloud backup
- Excel & CSV export
- Priority support

Privacy: https://ainostec.com/deftera/privacy
Terms: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/