BillDee is a business task and document management app that helps you manage everything from quotations and scheduling on-site visits to tracking status, issuing invoices, and recording warranty history, all in one place.
Ideal for installers, repair technicians, contractors, freelancers, service business owners, and small teams that need to manage multiple clients, tasks, appointments, and outstanding payments simultaneously.
Manage tasks from start to finish:
- Create quotations with product and service lists.
- Share quotation links or print as PDF documents.
- Have clients review and approve quotations.
- Convert quotations into service jobs without re-entering information.
- Record appointment dates, locations, issues encountered, and job details.
- Record deposits, remaining balances, and job status.
- Convert completed jobs into invoices.
- Store client job history and warranty information.
Invoice and Bill Tracking Features:
- Create invoices with itemized lists and totals.
- Set due dates and bill statuses.
- Support full, weekly, monthly, or custom payment installments.
- Share bill pages with clients via link.
- Display QR PromptPay with invoice amount.
- Prepare polite messages for quotations and invoices.
- Easily view pending, paid, or overdue payments.
Manage Clients and Job History
- Save client information for future projects.
- View quotes, service jobs, invoices, and warranty history from previous clients.
- Reduce searching across multiple chats or documents.
- Help teams systematically track projects.
BillDee offers a technician mode for users who need to manage quotes, services, and warranties in a comprehensive manner, and a general billing mode for freelancers or businesses that don't require technician processes.
BillDee organizes information and prepares documents for use. Users retain control over communication, job confirmation, and payment processing with clients.
BillDee is a business task and document management tool; it is not a banking app, lender, digital wallet, or money transfer service.
Manage quotes, projects, clients, invoices, and warranties all in one app.