For owner-led trade businesses
Run your business from the job. Simply text it.
DoneSimpli has its own number. Text it like you'd text your right hand: a note, a photo from the site, a customer's message or a question. It files it on the right job, drafts the quote or invoice from prices you've already charged, and tells you what needs you.
Nothing goes to a customer and nothing touches money until you look it over and tap Approve.
Narrated and captioned. Four short demos, about two minutes in all.
How it works
Three steps, every time. You stay the one who decides.
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1Text it
From the thread you already use. Plain words, a photo, or a customer's text you forward.
Ortiz needs a new panel, 200 amp. Quote it. -
2It gets it ready
It finds the job, prices from your own past work, and asks when something's missing.
Drafted from your last 3 panel jobs. What do you charge for the surge protector? -
3You approve
One link shows every line and where its price came from. Tap Approve, or don't.
Quote 1051 for Dana Ortiz is $3,700.00, 4 lines. Review and approve ›
See it. Decide it. Done.
Your evenings back. Without learning new software.
Most software asks you to move your business into it. DoneSimpli starts from the phone in your pocket and the way you already work.
What it does for you
- Invoices go out the day the job ends. Not on Sunday night, and not forgotten. A finished job that hasn't been billed is the first thing it tells you.
- Quotes while you're still standing there. Text the job, and it drafts the quote from what you've charged before. You check it and send it.
- Nothing slips through. A customer's text, a change on site, a call you promised to make: each one lands on the right job, with a reminder when you need one.
- You know who owes you. Who's late, who's due, and which quotes haven't had an answer, without opening a spreadsheet.
Why it fits the way you work
- Nothing to set up first. Start with one text. No training, no weekend spent importing. It asks a few plain questions and learns as you go.
- Keep what you already use. A carbon-copy invoice book, a spreadsheet or QuickBooks: it starts there. Text it a photo of a handwritten quote and it learns your prices.
- Works from the truck. Texting works with one thumb, between jobs, on any phone. The app is there when you sit down, not something you have to live in.
- You stay in charge. It drafts and files; you decide. Nothing reaches a customer or touches money until you approve it.
What you can text it
The work that piles up between jobs.
A quick note
Novak needs a GFCI by the sink. Remind me Thursday.Goes on the Novak job, with a reminder for Thursday.
A customer's text
Forwarded · Dana Ortiz: Breaker in the garage keeps tripping.Filed on her job. If two jobs could match, it asks which.
A photo from the site
Filed to the job, or it texts back "Which job is this photo for?"
A quote
Quote the Ortiz panel upgrade.Quote 1051 for Dana Ortiz is $3,700.00, 4 lines. Review and approveDrafted from your past jobs, with where every price came from. Anything you've never priced, it asks. Nothing goes to the customer until you tap Approve.
An invoice
Ortiz is done. Bill the panel plus the outlet she okayed.Built from the accepted quote and the extras, waiting for your approval.
A question
Who owes me?Answered from your own records. Ask once and it can text you every week.
The rules it never breaks
These are built into the product, not promises in a brochure.
It never makes up a price.
Every price comes from your own quotes, invoices or what you've told it. No source, no number: it asks you instead.
It never sends without you.
Notes and drafts happen right away. Anything for a customer or for money waits until you tap Approve. A "yeah" or a thumbs-up never counts.
It texts you, never your customers.
DoneSimpli never writes to anyone as you. Quotes and invoices go out the way you choose, after you approve them.
It never guesses which job.
If a note, photo or receipt could belong to two jobs, it asks. One reply and it's filed.
And the app, when you want to see everything.
Texting handles the quick stuff. Sit down with the app on your phone or laptop and the same jobs, quotes and invoices are laid out for you, with where every number came from.
What you can do in the app
- TodayWhat needs you, money first: a finished job to invoice, who's late, where you're headed. The next step is one tap.
- JobsEvery job and where it stands. Open one for its whole story: what was agreed, what's left to invoice, notes, to-dos and photos.
- MoneyWho owes you, what's late, and quotes with no answer. Record a payment when it comes in.
- Quotes and invoicesBuild a quote by hand, by asking, or straight from the job, priced from your own work. Approve it and get a PDF with your letterhead.
- PricesWhat you charge, read from your own quotes and handwritten invoices. Every price shows where it came from.
- DocumentsEvery quote, invoice, receipt and job photo in one place you can search.
- Ask SimpliType it, say it, or go hands-free with Talk while you load the truck. Approving is still a tap.
- Your recordsDownload everything you've given it, any time.
On a laptop too: the full tour on a computer.
About a minute: Today, Jobs, one job's whole record, Money, Prices, Ask Simpli, and how setup links what you already use.
Want to try it?
We're looking for a few trade owners for the founding pilot. Reply to the message this link came in with a few words, or a voice memo:
- What would you hand off first?
- Would you rather text it, or open an app?
- Where would this fall apart for the way you work?