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.

Weekly: £3.99
Monthly: £5.99
Annual: £49.99 BEST VALUE

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."

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.