Help
Step-by-step guides to get the most out of QuoteCraft — from your first estimate to tracking payments and sharing polished PDFs.
Getting Started
New to QuoteCraft? Follow these steps to set up the app and explore the dashboard.
- Download the app — Get QuoteCraft free from the App Store or Google Play.
- Open the dashboard — Your home screen shows revenue overview, recent activity, and quick actions to create estimates, invoices, or customers.
- Add your business details — Set your company name, logo, and contact info so they appear on every PDF you send.
- Create your first document — Tap the + button and choose Estimate or Invoice to get started.
Tip: QuoteCraft stores your data on your device. Enable iCloud or Google
backup on your phone to protect your business records.
Creating Estimates & Invoices
Build professional quotes and invoices with line items, taxes, and branded PDFs.
- Tap + on the dashboard — Select Estimate for a quote or Invoice for a bill.
- Choose a customer — Pick an existing client or add a new one on the spot.
- Add line items — Enter descriptions, quantities, unit prices, and any applicable taxes.
- Set terms and dates — For invoices, add due dates and payment terms like Net 15 or Net 30.
- Pick a PDF template — Choose a design that matches your brand before previewing.
- Preview and share — Review the full PDF, then share it with your client.
Tip: When a client accepts an estimate, convert it to an invoice instantly
— no re-entering data.
Managing Customers
Keep client details organized so you can create documents in seconds.
- Open Customers — Access your client list from the dashboard or main menu.
- Add a new customer — Enter name, email, phone, company, and billing address.
- Use saved customers — When creating an estimate or invoice, select a customer to auto-fill their details.
- Update anytime — Edit customer info and it will apply to future documents.
Tracking Payments
Stay on top of cash flow by logging payments against your invoices.
- Open an invoice — Go to your invoice list and select the document you want to update.
- Record a payment — Tap to log a full or partial payment with the amount and date.
- View the balance — QuoteCraft shows the remaining amount due after each payment.
- Mark as paid — When fully collected, mark the invoice paid to keep your dashboard accurate.
- Add notes or files — Attach payment notes or supporting documents to any invoice.
Tip: Use deposit invoices to collect upfront payments on large jobs before
work begins.
Choosing PDF Templates
Make every document look polished with professionally designed PDF layouts.
- Open PDF design picker — When creating or editing a document, tap the PDF design option.
- Browse templates — Scroll through available designs like Modern Blue and other branded layouts.
- Preview before sending — See exactly how your estimate or invoice will look to clients.
- Apply to your document — Select a template and it updates your PDF instantly.
Tip: Modern Blue is included free. Additional premium templates may be
available as in-app purchases.
Sharing PDFs with Clients
Send professional documents directly from your phone.
- Generate the PDF — Open your estimate or invoice and tap preview or share.
- Choose how to send — Use the share sheet to send via email, Messages, WhatsApp, or any app that accepts PDFs.
- Double-check details — Review totals, customer info, and terms before hitting send.
- Follow up on payments — For invoices, track payment status from the dashboard.
Still Need Assistance?
If something isn't working or you can't find what you're looking for, our other pages can help.