You measured the shower. Why type it into the quote, the shopping list and the invoice? In BidWell the measurements fill the estimate, the client signs on their phone, and the bill goes out on schedule.
The quote form or a text becomes a lead in your pipeline, with where it came from.
Templates measure, your price book prices, and the proposal goes out before you leave the driveway.
The client types their name to approve. The deposit invoice sends itself.
Final invoice with the lien waiver at the walk-through. The review ask and referral link go out on their own.
The rest applies to every trade: proposals the client signs on their phone, invoices that send themselves, materials at cost or with your markup, change orders in writing, lien waivers and draw packages, subcontract proposals, follow-ups and review asks. Texas forms today, other states as they are added.