Note2Client: Invoice & Quote

Stop wasting time on paperwork. Just talk.

Describe the job in your own words, by voice, text, or photo, and get a professional invoice, quote, or work order in seconds. No forms. No templates to fill. Just say what happened, and Note2Client handles the rest.

Talk into your phone after a job. Paste a WhatsApp message from your client. Snap a photo of your handwritten notes. Even upload a document or scan. The AI extracts client info, line items, amounts, and taxes automatically. Review it, tweak if needed, pick a template, and send a polished PDF to your client. Done. Back to the next job.

Invoices, quotes, work orders, credit notes, expense tracking, all in one app. Send quotes that clients approve online with one click. Generate work orders with dual digital signatures on site. Create credit notes when you need to adjust a past invoice. Snap receipts to track job costs without spreadsheets. See your revenue, outstanding payments, and expenses on a real dashboard.

Connect Stripe and let your clients pay directly from the invoice with a Pay Now button. Set up automated payment reminders so you never have to chase money again. Create recurring invoice rules for repeat clients.

17+ professional PDF templates that make you look established even if you're just starting out. Your documents, your logo, your payment terms, your brand. Works in English, French, and Spanish so your clients get documents in the language they speak.

Manage all your clients in one place. Every invoice, quote, and work order linked to their profile. Full history at a glance. Share a client portal link so they can view and pay their documents anytime.

Built for plumbers, electricians, painters, carpenters, HVAC techs, roofers, landscapers, freelancers, consultants, cleaners. If you do the work but hate the paperwork, this is for you.

Free plan gives you 20 AI extractions per month, 3 PDF templates, invoices, quotes, and work orders. Premium at $9/month unlocks unlimited everything, 17+ templates, email delivery, client portal, recurring invoices, payment reminders, Stripe payments, dashboard, analytics, and priority support. No contracts. Cancel anytime.

Your next invoice is 30 seconds away.