How it works
From sign-up to getting paid.
Sign up
Fill in the 10-minute Join form.
- Your business details and logo
- Your HST number, WSIB and insurance
- Your rates, your costs and your payment terms
We set up your office
We build your quote and invoice templates and your price book.
- Send us 2 or 3 of your old quotes so we match your style
- Your first test quote is free
- You send us a quick invite from your QuickBooks or other software, so we can enter your quotes and invoices for you. No passwords needed. Here’s how
Send us jobs
Send the job details straight from your phone.
- A voice note and photos by WhatsApp or Telegram
- Or an email to hello@sitetodesk.ca
- Just describe the job the way you’d explain it to an office assistant
Check it and send it
Your quote is waiting the same business day.
- Jobs sent by 3 pm come back the same day, later ones next morning
- It’s in your own software, or as a PDF
- Change anything you want, then you hit send
Get paid and stay on top
We keep the paperwork moving after the quote.
- Deposit, progress and final invoices
- Payment reminders and lead follow-ups drafted for you
- Monthly job and profit reports on the Full Office plan
What we do
Everything we take off your plate.
Quotes and estimates
- Built from your photos, measurements and voice note
- Your logo, your wording, your prices from your price book
- Your exclusions, deposit and payment terms on every quote
- Good, Better, Best options when you want them
- Your WSIB clearance and insurance certificate attached
Invoices and getting paid
- Deposit, progress and final invoices
- Entered in your own QuickBooks or other software
- A weekly list of who still owes you
- Friendly payment reminder emails drafted for overdue invoices
Email and lead replies
- New leads get a reply drafted the same day
- Questions from customers answered in your voice
- Everything waits as a draft for you to send
Lead follow-ups
- A friendly reminder email drafted for every quote with no answer after a week
- Keeps warm jobs from going cold
Accept online and pay the deposit
- We switch on online approval and deposits in your own software
- Customers click accept and pay, so jobs lock in faster
Job and profit reports
- A monthly report on every job: billed, cost and what you made
- A profit and loss summary for the month
- Sub and supplier invoices tracked against each job’s budget
Your private profit check
- Your cost next to your price on every quote
- Only you see it. It never goes on anything a customer sees
WSIB, insurance and licences
- We keep your WSIB clearance and certificate of insurance on file
- We remind you before they expire, so an expired one never goes out
Your price book
- Your rates, your costs and how you estimate materials, saved to your profile
- Prices change? Text us and every quote after uses the new number
Review requests
- A short “would you leave us a Google review?” message drafted after each job
Instagram and social media
Add-on, priced separately- Posts and videos from your job photos, handled by our marketing partner
Plans
What’s in each plan.
Starter
For trades sending a few quotes a month.
- Up to 8 quotes a month
- All invoicing: deposit, progress, final
- Weekly “who owes you” list
- Payment reminders drafted
- Your price book and templates
- WSIB and insurance on every quote
Pro
Everything in Starter, plus:
- Up to 20 quotes a month
- Email and lead replies drafted
- Lead follow-ups
- Good, Better, Best quotes
- Online accept and deposit set up
- Review requests
Full Office
Everything in Pro, plus:
- Up to 35 quotes a month
- Job profit tracking against sub and supplier invoices
- Monthly job reports
- Monthly profit and loss summary
- Your private profit check on every quote
Bigger crews, several estimators or large commercial bids get a custom plan built around how you work.
Costs
What you pay, and what you don’t.
The numbers
| Monthly plan | $299 to $899 |
| Over 35 quotes a month | Custom plan |
| One-time setup (templates and price book) | $250 |
| Launch offer, first 60 days (2 spots left) | $199/month, no setup fee |
| First test quote | Free |
| Instagram and social media add-on | Priced separately |
All prices in Canadian dollars, plus HST.
The fine print, in plain words
- Month to month. Cancel with 30 days’ notice, no fee.
- Busy month and go over your quotes? We’ll tell you and suggest the plan that fits. No surprise charges.
- Regularly over 35 quotes a month? We’ll set you up on a custom plan.
- Your own software (like QuickBooks) stays on your own account and bill.
- Nothing to install and no new app to learn.
Your software
Connecting your QuickBooks takes a minute.
You never give us your password. You invite us from inside QuickBooks, and you can remove us anytime.
QuickBooks Online
- In QuickBooks, click the gear ⚙, then Manage users.
- Open the Accounting firms tab and click Invite.
- Type hello@sitetodesk.ca and click Save.
- We accept the invite, and we’re in. That’s it.
Adding us as your accounting firm doesn’t use up one of your QuickBooks user spots. To remove us later, go back to Manage users and remove SiteToDesk.
Jobber, Housecall Pro and others
Same idea. In your software’s Team or Users settings, add hello@sitetodesk.ca as a user. We’ll walk you through it on the phone if you like.
No software yet? No problem. We send you finished PDFs, and we’ll tell you if a switch would save you time. Your call.
Your files and privacy
Where everything lives.
In your own software
- Quotes and invoices go straight into your QuickBooks or other program
- Your customer list stays yours
In your private SiteToDesk folder
- Your profile, price book, certificates and finished documents
- Kept in a secure, backed-up folder just for your business
- Ask for a copy anytime, or ask us to delete it
Nothing goes out without you
- We draft every quote, invoice and email
- You check it and you hit send
- We never email or text your customers
What we never ask for
- No passwords
- No banking details
- No SIN
- Your costs and margins never appear on anything a customer sees
More detail in our privacy policy.
FAQ
Questions trades ask us.
Do I have to give you my QuickBooks password?
No, never. You invite us from inside QuickBooks: gear ⚙, then Manage users, then the Accounting firms tab, then Invite, and type hello@sitetodesk.ca. You can remove us the same way anytime.
What can you see once I add you to QuickBooks?
As your accounting firm, QuickBooks gives us access to your whole company file, the same as a bookkeeper. We only work on what you ask for, and your confidentiality is in writing in our service agreement.
Does adding you use up one of my QuickBooks users?
No. Accounting firms don’t count toward your QuickBooks user limit, so it works even on the Simple Start plan.
What if I use Jobber, Housecall Pro or something else?
Same idea: add hello@sitetodesk.ca as a user in your software’s Team or Users settings. No software yet? We send you finished PDFs.
Do I need to install anything?
No. Nothing to install and no new app. You keep using your phone, your WhatsApp and your own software.
Where are my files kept?
Quotes and invoices go into your own software. Your profile, price book and certificates are kept in a private, backed-up SiteToDesk folder just for your business. Ask for a copy or to delete it anytime.
Will you send anything to my customers?
Never. We draft, you review and send. Every quote, invoice and email goes out from you.
Whose prices do you use?
Yours. We build your price book from your rates and two or three of your old quotes, and we never change a price without your OK.
How fast is it?
Jobs sent by 3 pm come back the same business day. Later than that, next morning.
Is there a contract?
Month to month, 30 days’ notice, no cancellation fee. Your customer list and prices stay private, in writing.
Which trades do you work with?
General contractors, painters, electricians, plumbers, HVAC, reno, drywall and flooring crews, and auto detailers across the GTA.