Your back office,
in your back pocket.
Quote on the driveway, collect the deposit before you pull away, and let the bookkeeping finish itself. The whole business — run from the truck.
Quote it. Sign it. Get paid.
The books are already done.
The field app and the back office are the same app. Everything a job touches — quotes, schedule, payments, costs, taxes — lands in one place and reconciles itself.
Dashboard
A quote they can sign before you leave the driveway.
Built in sections like you’d explain it, branded your colour, with optional upsells the client toggles themselves. Your costs and margin stay private.
Every client writes their own history.
Quotes, opens, approvals, payments, photos and receipts file themselves onto each client’s timeline. Win-back nudges surface the revenue you forgot to chase.
Snap a receipt. The bookkeeping already happened.
AI reads the vendor, amounts and GST, then routes it to the right job — and can split one bill across jobs. CRA-categorized and accountant-ready, automatically.
Say the job out loud. The quote drafts itself.
Tell the assistant who and what — it finds the client, prices the work from your services, totals it with the right tax, and hands you a draft to approve. Nothing is created or sent without your confirmation.
Follow the money.
From the first quote to filed books, every step happens in the same place — no exports, no re-keying, no shoebox.
Quote
Build it on your phone with live, private margin.
Q-0042 · 47%Sign
One-tap client approval with a real signature.
Signed · SarahDeposit
Collected up front, held and credited later.
$2,825 heldDo the job
Scheduled both ways; receipts hit job cost.
Day 2 of 3Paid & filed
Invoice with deposit credited; GST & P&L done.
Books doneStop paying for a stack of tools.
A typical contractor stitches together bookkeeping, CRM, scheduling, a receipt scanner, quoting and invoicing — roughly $235.00/mo. Upkote does all of it for $68.99/mo per seat.
Your business, in safe hands.
We treat your money, your taxes, and your data as seriously as you do.
Tenant-isolated by design
Every business is walled off — the server enforces it on every request, backed by automated security tests on every change.
Canadian tax, done right
GST, HST, PST and QST computed per province from a maintained, dated rate table — with tests behind every rate change.
Never locked in
Export everything anytime. Cancelling never deletes your data — it stays yours, always.
Built for the field
Mobile-first and glove-friendly: large tap targets, high contrast, and it works straight from the truck.
Coming from Jobber or Housecall Pro?
One price. Five-minute setup. An app built for your phone — not shrunk onto it.
UpkoteSimple plans that grow with you.
Start free. Move up to Pro for AI receipt scanning and accounting reports, and add Project Accounting when you want full books.
Core
Everything to quote, win, and invoice — run from your phone.
- ✓ Unlimited quotes, jobs, clients & invoices
- ✓ Client approvals with signatures
- ✓ Live profit tracking on every job
- ✓ Your crew, with scoped access
- ✓ Receipt photo capture & storage (manual entry)
- ✓ Upkote AI assistant — 10 credits / month included
Pro
Core, plus AI receipt scanning and your accounting reports.
- ✓ Everything in Core
- ✓ AI receipt & bill scanning — ~50 scans / month
- ✓ Accounting reports: expense & invoice summaries
- ✓ Expense-by-category & GST/HST reports
- ✓ Mileage & reimbursement tracking
- ✓ Upkote AI assistant — 10 credits / month included
Pro + Project Accounting
Full bookkeeping — P&L, statements, accountant seat.
- ✓ Everything in Core
- ✓ AI receipt & bill scanning — ~50 scans / month
- ✓ Accounting reports: expense & invoice summaries
- ✓ Expense-by-category & GST/HST reports
- ✓ Mileage & reimbursement tracking
- ✓ Upkote AI assistant — 10 credits / month included
- ✓ Project-wise job posting
- ✓ Profit & loss, balance sheet
- ✓ Vendor & customer statements
- ✓ Read-only accountant seat
- ✓ +50 AI scans / month (≈100 total)
Prices are per user — each teammate adds a seat at the same price, pro-rated; a sub-trade seat is $5.00 a month instead. 30-day free trial — no credit card. Cancel anytime; your data is always yours to export. Need longer? Ask about our 6-month founding offer.
Every plan includes the Upkote AI assistant (10 credits/mo). Want more? +30/mo for $9, or a $19 top-up of 100 credits that never expire.
30-day free trial, no credit card — or ask about the 6-month founding offer. See full pricing & FAQ
Your next quote could win the job.
Set up in 5 minutes and send it from the truck. 30 days free — no card required.