Contractor CRM + Invoice Management

Contractor CRM with Quotes, Invoices & Customer Management

BillMate helps contractors stay organised and get paid faster. Create quotes (estimates) and invoices in minutes, convert quotes to invoices in one tap, manage customer records, track payments and expenses, and export professional PDF documents—available on iOS and online.

Your Contractor CRM + Invoice Management Command Center

Everything you need to send quotes and invoices, manage customers, and reduce overdue payments.

Quote‑to‑Invoice

Convert accepted quotes (estimates) into invoices in one tap—items, rates, taxes, and customer details carry over automatically.

Professional PDFs

Generate branded PDF quotes and invoices with line items, taxes, payment terms, notes, and job references.

Customer CRM

Keep customer profiles, history, and revenue in one place to streamline repeat work and reduce admin mistakes.

Expense Tracking

Track expenses and view cash flow next to unpaid invoices and revenue for smarter day‑to‑day decisions.

Multi‑Business

Run unlimited businesses under one account with clean separation for quotes, invoices, and customer lists.

Legal Support Tools

Access built‑in tools to help recover unpaid invoices and protect contractor cash flow.

BillMate Web Dashboard

Prefer a bigger screen? Use the synced web dashboard to manage customers, quotes, invoices, and reporting from any desktop browser.

Centralized Contractor CRM Dashboard

Get a bird’s‑eye view of customers, invoices, and performance. The web dashboard helps you manage admin faster and stay organised.

  • Complete customer database management
  • Visual revenue graphs and key metrics
  • Quick-add features for businesses and customers
  • Synced instantly with your mobile app
BillMate web contractor CRM dashboard for customer management and revenue overview

Detailed Customer Profiles

Drill down into specific customer details. View history, add notes, and manage billing contacts efficiently on the big screen.

  • Comprehensive customer histories
  • Edit business details easily
  • View associated invoices and quotes
Customer details interface for contractor CRM with invoices and quotes history

Desktop Invoice Management

Create detailed documents with our powerful web editor

Web invoice management dashboard for contractors with statuses and outstanding invoices
Invoice Management Dashboard
Create invoice screen for contractors with line items, rates, and taxes
Advanced Invoice Editor
Invoice PDF preview for contractor invoices
Real-time PDF Preview
Quotes and estimates dashboard for contractors inside the CRM
Quotes & Estimates Overview
Create quote or estimate interface for contractors
Quote Creation Tool

Web Expense Tracking

Don't let receipts pile up. Upload and categorize expenses directly from your computer for easier accounting and tax preparation.

  • Bulk expense entry
  • Download expense reports as PDF
  • Visual expense breakdown charts
  • Attach digital receipts
Expense tracking dashboard for contractor accounting and reporting
Expense reporting and PDF download for contractor accounting records

Contractor CRM Pricing

Choose the plan that fits your business. All plans include full contractor CRM and invoice management features.

Weekly

£3.99 / week

Perfect for trying BillMate or handling short projects.

  • Unlimited businesses
  • Unlimited invoices
  • Customer CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Weekly iOS Plan Start Weekly Web App

Monthly

£5.99 / month

A flexible option for growing contractor businesses.

  • Unlimited businesses
  • Unlimited invoices
  • Customer CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Monthly iOS Plan Start Monthly Web App
BEST VALUE

Annual

£49.99 / year

Best value – save over 30% compared to monthly.

  • Unlimited businesses
  • Unlimited invoices
  • Customer CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Annual iOS Plan Start Annual Web App

Contractor CRM for Every Trade

Explore tailored pages for your contractor niche

Invoice CRM for Freelancers →

Simple quoting, fast invoicing, and customer history for solo pros.

Invoice CRM for Consultants →

Professional PDFs, retainers, and clear client records.

Invoice CRM for Trades →

Quotes to invoices, job references, and fewer overdue payments.

Invoice CRM for Plumbers →

Parts and labour lines, job notes, and quick PDF exports.

Invoice CRM for Electricians →

Itemised quotes, certificate refs, and instant invoicing.

Invoice CRM for Builders →

Stage billing, change orders, and document-ready PDFs.

Invoice CRM for Cleaners →

Recurring work, customer lists, and rapid follow-up.

Invoice CRM for Landscapers →

Seasonal quotes, materials, and maintenance schedules.

Invoice CRM for Handymen →

Small-job estimates, job notes, and quick conversions.

Invoice CRM for Photographers →

Packages, deposits, and clear event references.

Invoice CRM for Designers →

Milestone billing, retainers, and polished invoice PDFs.

Built for Every Type of Contractor

Whether you're a sole trader on site or managing a team across multiple contracts, BillMate handles your invoicing, quoting, and client records in one place.

Building Contractors

Stage billing, variations, materials and labour lines — BillMate handles the complexity of building contracts cleanly. Professional PDFs satisfy even the most demanding client finance teams.

Electrical Contractors

Quote jobs, convert to invoices on completion, and keep certificate and compliance references on every document. The legal tools protect you on larger commercial contracts where payment drags.

Plumbing & Heating Contractors

Itemise parts and labour with VAT on every invoice. Send it before you leave the site and clients pay same day far more often. No more chasing payments weeks after the job is done.

Landscaping Contractors

Quote for hard landscaping, groundworks, and maintenance contracts with full material and labour breakdowns. Track costs against invoiced amounts to protect margins on every project.

Multi-Trade Contractors

Run multiple trading names from one account with completely separate invoicing, CRM, and expense records per entity. Switch between businesses in one tap.

Self-Employed Contractors

Log materials, fuel, tools, and subcontractor costs alongside your invoices. Everything is categorised for self-assessment and your accountant gets clean records at year end.

Why Contractors Choose BillMate

Built for trades, freelancers, and growing contractor businesses

Unlimited
Businesses & Invoices
Professional
PDF Documents
Legal
Support Tools
Priority
Support

Trusted by Smart Businesses

AJ

Alex Johnson

Freelance Designer

★★★★★
"Creating professional invoices used to take me hours. With BillMate, I send them out in seconds from my phone, and clients pay much faster. A total game changer."
SM

Sarah Miller

Consultant

★★★★★
"The payment tracking is brilliant. I get a notification the moment a client views the invoice, so no more 'I didn't receive it' excuses. My cash flow has never been better."
DR

David Ross

Construction Business

★★★★★
"I run three different companies and being able to switch profiles and invoice from the correct brand instantly is invaluable. The legal support feature is great peace of mind too."
EP

Emma Patel

Marketing Agency

★★★★★
"The automated reminders are my favorite feature. I don't have to have awkward conversations about money anymore; the app handles the chasing politely and effectively."
MJ

Mike Jones

Plumber

★★★★★
"Sending an invoice before I even drive away from the job site is amazing. The templates look professional and it makes my small business look like a big corporation."
LW

Lucy White

Copywriter

★★★★★
"I love that I can track expenses against my invoices to see my real profit. The dashboard gives me a perfect snapshot of my business health every morning."
TB

Tom Baker

IT Contractor

★★★★★
"The multi-currency support is flawless. I invoice clients in the UK, US, and Europe, and BillMate handles the conversions and formatting perfectly every time."
RC

Rachel Clark

Event Planner

★★★★★
"Best invoicing app on the App Store. Simple, clean, and fast. The ability to download PDF reports for my accountant saves me days of admin work at tax time."
SV

Stuart Vickers

Civil Engineering Contractor

★★★★★
"I move between sites and clients constantly. BillMate keeps all my invoicing, client records, and expenses organised wherever I am. It's the one app I couldn't do without on the road."
KW

Kevin Walsh

Electrical Contractor

★★★★★
"I invoice the moment a job is signed off, right from the site. Clients get a professional PDF before I've even packed my tools away. Payment turnaround has improved massively."
MP

Mark Preston

Mechanical Contractor

★★★★★
"Contracting means juggling multiple clients at once. BillMate keeps every job, every invoice, and every client record completely separate and I can pull up anything instantly."
OC

Owen Cross

Groundworks Contractor

★★★★★
"Plant hire, diesel, skip costs — groundworks jobs have serious expenses. Logging them all in BillMate as I go means I always know my true margin and nothing gets missed at invoice time."
JF

Jamie Ford

IT Contractor

★★★★★
"I contract through my own limited company and invoice end clients directly. BillMate keeps everything clean and professional — procurement teams never query my invoices."
NB

Nathan Booth

Roofing Contractor

★★★★★
"The legal support tools recovered a £1,800 invoice a client had been sitting on for weeks. I sent the formal letter through the app and had the money within ten days. Brilliant feature."
LH

Lee Hobbs

Plumbing Contractor

★★★★★
"I quote on site, get the job approved, and convert to an invoice the moment the work is done. No retyping, no errors, no delays. The whole process takes minutes."
PG

Paul Griffiths

General Contractor

★★★★★
"I run two contracting businesses under one BillMate account. Completely separate records, separate invoicing, and I can switch between them in one tap. Exactly what I needed."
DM

Dean Mitchell

Drainage Contractor

★★★★★
"Tax time used to mean a weekend sorting through receipts and bank statements. Now every expense is logged in BillMate the moment I make it. Self-assessment is actually manageable now."
RN

Rob Nash

Scaffolding Contractor

★★★★★
"Large clients expect itemised invoices with proper references and breakdown of labour and materials. BillMate delivers exactly that every time and I've never had a payment dispute."
CJ

Craig Jones

Flooring Contractor

★★★★★
"I used to track everything in a spreadsheet. BillMate replaced it entirely — invoicing, client records, expenses, and quotes all in one app. It's saved me hours every single week."
TH

Tony Harding

HVAC Contractor

★★★★★
"Commercial clients pay on 30-day terms and BillMate tracks every one. I can see exactly what's coming in and when, which makes managing my own outgoings so much easier."
WD

Wayne Doyle

Demolition Contractor

★★★★★
"Demolition jobs have skips, disposal costs, and subcontractor fees on top of labour. BillMate lets me itemise everything clearly and clients never question what they're being charged for."
IB

Ian Byrne

Building Contractor

★★★★★
"Stage payments on longer contracts are handled perfectly in BillMate. Clients always know what milestone they're paying for and I've never had a slow payer question a staged invoice."
GF

Gary Fleming

Painting Contractor

★★★★★
"Paint, sundries, equipment, van costs — I log every job expense as I go. Knowing the real cost of each contract means I finally price my quotes where they should be."
FH

Frank Holt

Steel Fixing Contractor

★★★★★
"I was sceptical a phone app could handle everything a busy contracting business needs. BillMate proved me wrong on day one. It's solid, fast, and does exactly what it says."
AM

Andy Marsh

Insulation Contractor

★★★★★
"My clients include housing associations and local councils who have strict invoicing requirements. BillMate produces invoices that pass their finance teams every single time without revision."
BW

Barry Webb

Concrete Contractor

★★★★★
"Ready mix, pump hire, reinforcement bar — concrete jobs have real upfront costs. Tracking them all in BillMate alongside my invoices means I know exactly which contracts are worth tendering for."
HK

Harry King

Groundworker

★★★★★
"The cash flow dashboard tells me every morning what's outstanding, what's overdue, and what's coming in. That visibility has completely changed how I manage my contracting business finances."
SB

Simon Brennan

Carpentry Contractor

★★★★★
"Timber, fixings, hardware costs — I track every material purchase against each contract. I used to guess at my margins. Now I know exactly where I stand on every single job."
ET

Ed Turner

Cladding Contractor

★★★★★
"My quote acceptance rate went up after switching to BillMate. Clients take a professional PDF quote more seriously than a rough number sent over text. The difference is noticeable."
JR

Joe Richards

Drainage & Utilities Contractor

★★★★★
"I've tried three different invoicing apps. BillMate is the only one that works the way a contractor actually needs. Fast, clear, reliable, and everything connects together properly."
PL

Pete Lawson

Joinery Contractor

★★★★★
"I photograph every receipt on site and log it immediately. By the time my accountant asks for my year-end figures everything is already organised and ready. It's transformed how I handle my books."
CN

Connor Neill

Tiling Contractor

★★★★★
"Tiles, adhesive, grout, specialist tools — every job has costs I used to absorb without tracking. BillMate changed that and my margins are finally where they should be."
DF

Danny Fox

Security Systems Contractor

★★★★★
"My clients range from homeowners to large commercial premises. BillMate lets me keep all their records, site details, and invoicing history perfectly separated and accessible whenever I need them."
MO

Martin O'Brien

Plastering Contractor

★★★★★
"I went from sending invoices as text messages to professional PDFs through BillMate. Clients started paying faster immediately. The presentation alone made a real difference to how they respond."
RB

Ray Bennett

Landscape Contractor

★★★★★
"Paving, walling, planting, irrigation — landscape contracts have lots of moving parts. BillMate keeps every quote and invoice organised and I never lose track of where a job stands financially."
VH

Vic Harding

Window & Door Contractor

★★★★★
"Supply and fit jobs need a clear split between materials and labour on the invoice. BillMate handles the itemisation perfectly and clients can always see exactly what they're paying for."
AL

Adam Lloyd

Fit-Out Contractor

★★★★★
"Commercial fit-out clients have strict payment processes. BillMate produces invoices with the right references, the right breakdown, and the right format every time. Nothing comes back for correction."
TB

Terry Burns

Roofing & Cladding Contractor

★★★★★
"I needed something that worked as hard as I do on site. BillMate does exactly that — fast invoicing, solid expense tracking, good CRM, and legal backup if I ever need it. It's the complete package."

Contractor CRM & Invoicing FAQs

Can I customize the invoice design? +

Yes! You can add your logo, choose from multiple professional templates, change colors to match your brand, and customize payment terms and footer notes.

How do I know if an invoice is viewed? +

When you send an invoice link, BillMate tracks when the customer opens it. You'll receive a notification instantly, so you know they've received it.

Does it support VAT and tax calculations? +

Absolutely. You can set up custom tax rates (like VAT) and apply them to specific items or the entire invoice. The app calculates totals automatically.

Can I send invoices in different currencies? +

Yes. BillMate supports multi-currency invoicing. You can select the currency for each customer, and the system handles the formatting and symbols correctly.

What happens if a customer doesn't pay? +

BillMate sends automated reminders first. If payment is still overdue, our built-in Legal Support feature helps you escalate the issue and recover unpaid funds professionally.

Can I use this for multiple businesses? +

Yes, BillMate is built for multi-business owners. You can create separate profiles for each business, with unique logos and invoice sequences, all under one account.

Is my data secure and backed up? +

Your data is encrypted with bank-level security and stored in the cloud. It's automatically backed up, so you can access your invoices from any device safely.

Can I export my invoices for accounting? +

Yes, you can export all your invoice data to CSV, PDF, or Excel formats, making it easy to share with your accountant or import into other software.

Get Started with Contractor CRM & Invoice Management

Download the iOS app for on‑site invoicing or sign up to the online CRM to manage from the web.