Add your business details so your invoice is ready to send. You only do this once.
Start a job
Speak it or import it
Client & job
Labor
Description
Hours
Rate
Amount
Materials
Item
Qty
Unit cost
Amount
Extras / subcontractors
Description
Qty
Cost
Amount
Totals
Added on top of your costs. Saved for next time, never shown to the client.
Taken off the subtotal before tax. Shown to the client.
Base cost (labor + materials + extras)$0.00
Margin$0.00
Subtotal$0.00
Discount-$0.00
Tax (15%)$0.00
Total$0.00
Notes
Export to Xero
Invoices only
Downloads your invoices as one file Xero can import, so nothing is retyped.
In Xero: Sales → Invoices → Import, choose the file, leave the other answers as they are. Send invoices to your client from QuoteForte, not from Xero, so they don't get it twice. Step-by-step guide
Set these once. They are saved as you type and used on every quote and invoice.
Your business
Saved to this device
No logo
Shown at full quality on the PDF — this is just a small reference preview.
Not registered — documents will show as plain Invoices with no tax line.
Payment details
Shown on your invoices
Adds a scannable QR code to your invoices — generated on your device, never sent anywhere.
Sign in and sync
Phone and computer
Everything saves on this device automatically. Add your email and a password to also see it on another device.
Keeps your business details, drafts, finished jobs and unpaid invoices the same on your phone and computer. The first time, this creates your sign-in; after that, use the same email and password on each device.
Use the same email and password on every device you want synced. The password stops anyone who knows your email from pulling your client list and prices. With sync on, a copy is kept on our server: what is stored.
Email message
Sent with every quote and invoice
These are filled in for you each time: {client}, {type}, {number}, {total}, {due}, {business}.
Xero
Only if you export to Xero
Most people can leave both as they are. Change them only if your Xero uses a different sales account or a renamed tax rate.
Xero's standard Sales account is 200.
Leave blank for Xero's standard name. Change it only if you've renamed the rate in Xero.
Backup
⚠Your saved profile — including business and banking details — lives in this browser unless you turn on sync above. Export a backup before clearing your browser data. The backup file is plain text: store it somewhere safe.
10 free exports left this month
Before your first export
Enter your email so your free exports — and free voice and AI features — follow you, not just this browser.
We only use this to keep track of your free usage — no spam. Privacy
Speak your quote or invoice
Tap the mic and talk naturally. Each one is saved as a draft to check later, so you can go straight into the next.
Try phrasing it like this:
"Invoice for John Smith at 12 High Street. Labor 3 hours at 65 dollars an hour. Materials 4 sheets of ply at 35 dollars each. Extras skip bin hire at 150 dollars. Notes, fix the leak under the sink."
Got more than one job to log? Keep talking and just say "next job" in between — each one gets split out and saved as its own draft.
Start from an email or file
Paste the email or job description, or choose a PDF, photo or screenshot of it. The client, the job and the lines are filled in for you to check.
Prices the email doesn't give are filled from what you charged this client before. Counts as one AI use. What you paste or choose is sent to an AI service to be read, along with your past rates. Privacy
Fix something by voice
Say the change out loud, e.g. "change the labor rate to 75 dollars", "the client is actually Jane Smith", "remove the skip bin line", or "add a 10 percent discount".
What you made on each job
For every finished job: what you charged, what it cost you, and what you kept. Type in what a job really cost, or scan the supplier receipts, to see your real profit.
Unpaid invoices
Every invoice you send starts out unpaid here. Once one is overdue, a ready-to-send reminder is drafted for you.
You've used your 10 free AI quotes this month
Your free AI-assisted quotes renew automatically on next month — or get unlimited AI parsing right now with a 14-day free trial of QuoteForte Pro.
