Help Center

Go to the Register tab, enter your name, email, and a password (or continue with Google). You'll pick your country and state/province during registration — that's what sets your default tax rate and regional pricing.

Check your spam or junk folder first — this is by far the most common cause. Automated account emails sometimes get filtered even when everything's working correctly.

Still nothing after a few minutes? Go back to the sign-in screen and use Resend the email on the confirmation screen. If you signed in with Google instead of email/password, you don't need to verify at all — Google accounts skip this step.

Yes, from Account. This updates your default tax rate and which currency your billing is shown in going forward — it doesn't retroactively change estimates or invoices you've already created.

Yes — use Continue with Google on the sign-in page. Since Google has already verified your email address, you skip the email-confirmation step entirely.

Estiquik installs straight from the browser — there's nothing to download from the App Store or Google Play. Once it's on your home screen it opens like any other app, without the browser address bar, and the pages you've already opened keep working when you have no signal.

On an iPhone or iPad (Safari):

1. Open estiquik.com in Safari and sign in.
2. Tap the Share button at the bottom of the screen — the square with an arrow pointing up.
3. Scroll down the list and tap Add to Home Screen.
4. Tap Add. The Estiquik icon appears with your other apps.

It has to be Safari — Chrome and Firefox on an iPhone can't add apps to the home screen.

On an Android phone (Chrome):

1. Open estiquik.com in Chrome and sign in.
2. Tap the ⋮ menu at the top right.
3. Tap Add to Home screen (some phones say Install app), then Install.

On a computer (Chrome or Edge): look for the small install icon at the right-hand end of the address bar — a screen with a downward arrow — and click Install. Estiquik then opens in its own window.

You'll also see a card with these steps on your home page inside Estiquik, tailored to the device you're using. It disappears once the app is installed.

Yes, automatically. The home-screen version is the same Estiquik, so anything we release reaches you the next time you open a page — there's no update to approve and no app store to wait on. If you're offline when we release something, you'll pick it up as soon as you have a signal again.

Seven starting points, each pre-loaded with typical line items so you're not starting from a blank page — plus a blank Custom Estimate for anything else:

• Whole House Renovation
• Kitchen Renovation
• Bathroom Renovation
• Basement Renovation
• Painting Project (interior & exterior)
• Flooring Project
• ADU (Additional Dwelling Unit)
• Custom Estimate — an empty sheet you fill in yourself

Every number in every template is a starting point, not a fixed price — add, remove, and edit line items freely once you're in an estimate.

Est $ is the placeholder price the template started with (adjusted for your region). Actual $ is what you enter once you have a real quote or receipt — paste the product's URL into the Link column, click through to check the price, then type it into Actual $. Once an Actual price is entered, it's used for all your totals instead of the estimate.

Contingency is a buffer for the unknowns every renovation runs into — it's a cost you're planning to absorb, not extra profit. Markup is your margin on top of cost.

Both are separate percentages you set per estimate, and both compound into the final total along with tax. Set either to 0% if you don't want it included.

Yes — the Valid until field in the estimate header. It's optional, and it prints on the copy your client sees, which protects you if material prices move before they sign off.

Yes. In the toolbar above the line items, check Hide breakdown of prices and unit rates to send a description-only list (quantities, unit rates and line amounts all come off together), and/or Hide markup & contingency breakdown to fold those into a single subtotal. The same two options are on the invoice page. They only affect the printed/PDF/emailed copy — your own working view on screen always shows full detail.

Yes — Export CSV gives you a spreadsheet-friendly breakdown of every line item plus totals. Export backup saves the complete estimate as a JSON file you can re-import later with the Import button — useful before a big edit, or to move an estimate to another account.

Use Print and choose "Save as PDF" in your browser's print dialog (or print it directly). What prints is the client copy — your business details, who it's prepared for, the project, priced line items and totals, carrying the Estiquik mark — not the working sheet, so collapsed rooms, unpriced template lines, product links and status columns never appear. On Pro, Email to client sends exactly the same document.

Every invoice is generated from an existing estimate — open the estimate and create its invoice from there, or start from the Invoices page. Line items, client info, and region carry over automatically; you're free to adjust markup, contingency, discount, and tax before sending.

A brand-new invoice starts with the same Markup % and Contingency % you set on the estimate, as a starting point — you can change either independently on the invoice from there without affecting the original estimate.

Yes — click Record payment on the invoice and enter the amount, date, and method. Each payment is its own record, so you can log a deposit now and further payments later; the invoice shows the running total paid and the remaining balance due.

Yes — the Apply tax to setting lets you choose "Everything" or "Materials & goods only." Rules on whether labour is taxable vary by location, so confirm what applies where you work.

It's a simple CRM — save each client's contact info once, then pick them from a dropdown when starting a new estimate or invoice instead of retyping it. Each client's page shows every estimate and invoice linked to them, plus running totals for outstanding and collected amounts.

On the Contracts page (Pro), pick the client and link the invoice — the price and parties prefill, and the contract drafts around them with a scope of work, payment schedule, and editable contractor terms. Print it for signing or email it straight to the client, then attach the signed copy (a photo or scan is fine) so it's filed with the job.

A change order is a signed record of work that wasn't in the original estimate — the mid-job "while you're here, could you also…" requests, or surprises like hidden damage behind a wall. Instead of doing the work on a verbal OK and arguing about it at invoice time, you price it, get a signature, then do the work.

Use one any time the scope, price, or schedule changes after the client has agreed to the original estimate — even for small amounts. It's exactly the small ones that get forgotten and eaten.

Open Change orders in the sidebar (Pro) and hit New change order. It gets the next CO number automatically. Link the estimate it amends and the client and tax rate fill in from the job; then describe the change, add priced line items — the same way you build an invoice — and note any schedule impact in days. Email it for sign-off or print it for a wet signature, and attach the signed copy when it comes back.

It's the one number that ends disputes: the original estimate total plus every approved change order on that job. You'll see it in the form as you price a change, and it prints on the document the client signs — so both of you always agree on what the job now costs. Draft, sent, or rejected change orders don't count until they're marked Approved.

Yes. Enter a negative rate on the line items and you get a deductive change order — a credit. It subtracts from the revised contract value the same way an extra adds to it, and it's just as worth getting signed: a written record of what came out of scope protects you when the client later asks where it went.

Draft is your working copy. Emailing it flips it to Sent automatically. When the client signs, mark it Approved — that's when it starts counting toward the revised contract value. Rejected and Void keep the record without counting it, so your history shows what was proposed, not just what stuck.

Both are part of Pro (and included in Crew), alongside document emailing, expense tracking, and QuickBooks sync. On Starter you'll see the pages, and upgrading unlocks them.

Yes — Import CSV in the sidebar takes a client list or an invoice export from Joist, Jobber, QuickBooks, or any spreadsheet with a header row.

Do clients first, then invoices. That way each imported invoice is attached to the client it belongs to and shows up in their history, instead of just carrying their name as text.

The importer matches your columns by their headings, shows you exactly what it worked out, and lets you correct anything before a single record is written. Nothing is saved until you press Import on the preview step.

On a desktop or laptop, sign in to Joist on the web. For clients, open Clients and use the menu to export. For invoices, open Invoices and use the Export button — Joist exports one month at a time, so grab each month you need and paste them into one spreadsheet before importing.

One thing to know up front: Joist's invoice export doesn't include line items — only the subtotal, tax and total. Those invoices import as a single line at the right total, which keeps every figure correct even though the itemised breakdown isn't in the file to begin with.

For clients, open Clients → More Actions → Export Clients and choose CSV. For invoices, run the Invoice Report under Insights → Reports and use Export to CSV.

Jobber writes one row per client and property, so a client with three job sites appears three times. The importer recognises this and folds those rows back into one client, keeping each site address in their notes — it tells you how many rows it merged.

Jobber's own client and invoice import templates work too, including the ones with Line Item 1, Line Item 2 … columns spread across the row.

Yes — on the Check the columns step every field has a dropdown listing all the columns in your file. Change any of them, and the preview updates. Columns Estiquik has no home for are listed underneath so you can spot one that should have been used.

If your dates are ambiguous — every day in the file is 12 or under, so 03/05 could be March 5th or the 3rd of May — the importer says so and gives you a button to read them the other way round.

Because the line items in the file don't add up to the total the file states — usually rounding, a fee that wasn't itemised, or a discount recorded outside the lines. The importer flags every invoice this affects on the preview step rather than quietly picking one number.

By default it imports what the line items actually come to. If the totals in the file are the ones your clients were billed, turn on match the stated totals exactly and it adds an “Adjustment” line for the difference so every invoice matches the paperwork your client already has.

Nothing gets duplicated. Clients are matched on email, or on name and postal code; invoices on their invoice number. Anything already in your account is listed as a duplicate and skipped, so re-running a file after a partial import picks up only what's missing.

You can also choose to update the existing records from the file, or import them as second copies — the preview tells you how many of each before you commit.

Yes, when the file records them — a deposit, an amount paid, or a balance due is enough to work out what was collected. The importer adds one payment to each invoice for that amount, so the balances on your Invoices page are right from the moment the import finishes rather than showing everything as unpaid.

Up to about 5 MB, which is comfortably tens of thousands of rows. Larger than that, split it in a spreadsheet and import the pieces one at a time — duplicate detection means overlapping pieces are safe.

The file is read entirely inside your browser. It's never uploaded anywhere, and only the records you approve on the preview step are saved to your account.

Yes — QuickBooks Online. Connect your company from the Integrations page and your Clients, Invoices, and Payments sync across automatically as you save them in Estiquik.

Go to Integrations in the sidebar and click Connect to QuickBooks. You'll sign in to Intuit and approve the connection, then land back on Estiquik connected. Use Sync now afterward to push anything you created before connecting.

Estiquik pushes to QuickBooks — Clients become Customers, Invoices become itemized Invoices, and recorded Payments link to the right invoice. It's one-way: changes made directly in QuickBooks don't flow back into Estiquik.

No — only QuickBooks Online. Desktop uses a completely different connection method that isn't supported.

On the Integrations page, click Disconnect. Syncing stops immediately; nothing already sent to QuickBooks is deleted, and you can reconnect at any time.

Starter is CA$24.99/month or CA$249.99/year, Pro is CA$34.99/month or CA$349.99/year, and Crew is CA$79.99/month or CA$799.99/year. Accounts outside Canada are billed in US dollars ($19.99, $29.99 and $69.99 a month) — your region on the Account page decides which, and the price you see at checkout is the one you are charged, not a conversion. The annual plan works out to about two months free compared to paying monthly.

Yes — 14 days free on either plan for new subscribers, no card required to start. If you add a payment method before the trial ends, billing begins automatically; if you don't, the trial simply ends and you're not charged.

Go to Billing and click Manage billing / cancel — this opens a secure Stripe page where you can cancel, switch plans, or update your payment method yourself, no need to contact anyone.

Yes — checkout and billing are handled entirely by Stripe. Your card number is never seen or stored by Estiquik. See our Security page for the full picture.

On the Billing page, under "Have a coupon / test-access code?"

On the sign-in screen, click Forgot password? after entering your email. You'll get a reset link by email.

The estimate or invoice you're actively working on is cached in your browser, so a brief connection drop won't lose your work — it syncs once you're back online. A full internet connection is needed to sign in, sync across devices, or load client records.

No — every record is isolated to your account and enforced on the server side, not just hidden in the interface. Full details are on the Security page.