20+ features · everything included · no add-ons

Built for how contractors
actually work.

Every feature was built because a real contractor needed it — from the first estimate to the final payment. No bloat. No steep learning curve.

20+built-in features
5 minto send an estimate
1-clickinvoice from job
0contracts
Client Portal·Smart Invoicing·Job Pipeline·Expense Tracking·Online Payments·Recurring Jobs·Automated Follow-ups·Review Requests·Job Photos·Online Booking·Preset Templates·Job Checklists·Time Tracking·Direct Bank Payouts·Business Dashboard·Activity Logs·Print Preview·Stripe Connect·Customer CRM·Client Portal·Smart Invoicing·Job Pipeline·Expense Tracking·Online Payments·Recurring Jobs·Automated Follow-ups·Review Requests·Job Photos·Online Booking·Preset Templates·Job Checklists·Time Tracking·Direct Bank Payouts·Business Dashboard·Activity Logs·Print Preview·Stripe Connect·Customer CRM·
01

Billing & Payments

Get paid faster — from the first invoice to the final deposit.

🧾

Smart Invoicing

Core

One-click invoices from completed jobs. Line items auto-fill from the estimate. Add notes, set due dates, send instantly.

💳

Online Payments

Stripe

Send clients a secure Stripe payment link. They pay by card — invoice marks Paid automatically. No chasing checks.

⚙️

Processing Fee Toggle

Pass the card fee to the client with a single toggle on any invoice. No manual math required.

🏦

Direct Bank Payouts

Stripe Connect

Stripe Connect routes client payments straight to your bank — not to MartyFlow. It's your money, in your account.

Invoice #0014 — Bathroom Reno

$3,400.00

Due Mar 30
Demo + haul-away1 · $400
Tile & grout180 sqft · $1,800
Fixtures & labor1 · $1,200
💳 Pay Securely with Stripe →
02

Client Experience

Give every client a seamless, professional experience — from booking to paid.

🌐

Client Portal

Included

A personal portal link for every customer. View invoices, approve estimates, pay by card — no login required. Works on any device.

📅

Online Booking Page

New

Your own booking URL at martyflow.com/book/your-name. Embed on any website with one snippet. Customers book 24/7.

📱

SMS Payment Reminders

Coming Soon

Text your client their payment link directly from the invoice page. One tap — no copying, no extra apps needed.

Review Requests

After a job completes, send a one-tap review request by email. Link directly to Google, Yelp, or Facebook.

martyflow.com/portal/terry-smith

Client Portal

Hello, Terry S. 👋

Invoice #0012 — Kitchen Remodel💳 Pay Now
Estimate #0007 — Deck Repair✍ Approve
Invoice #0009 — Porch Paint✓ Paid
03

Job Management

Track every job from first call to final photo — nothing falls through the cracks.

🔨

Job Pipeline

Core

Live pipeline: Lead → Scheduled → In Progress → Completed. See every job's status at a glance, every time.

📸

Photo Documentation

Before, during, and after photos attached to every job. Visual proof, dispute protection, and a portfolio of your work.

Job Checklists

Reusable checklist templates on every job. Nothing missed — from safety checks to the final walkthrough.

⏱️

Time Tracking

Log crew hours and hourly rates. See total labor cost and real margin on every project.

💸

Expense Tracking

Log materials, labor, and equipment per job. Know your actual profit on every project, not just revenue.

📝

Activity Log

Every note, status change, and update tracked automatically. Full history on every job, no questions asked.

Roof Inspection — Mark D.
Scheduled
Gutter Replacement — Lisa R.
In Progress
Fence Install — Tony B.
Completed
04

Automation & Growth

Set it once and let MartyFlow run your follow-ups, schedules, and reviews for you.

Automated Follow-Ups

New

Build rules once — MartyFlow sends emails automatically. Follow up on estimates, remind about overdue invoices, thank clients after jobs.

🔄

Recurring Job Schedules

Weekly, monthly, or quarterly jobs auto-created on schedule. Perfect for maintenance contracts — no manual re-booking ever.

📢

Review Automation

Trigger a review request the day after job completion. Fully customizable email templates per automation rule.

Automation Rules
📄

After estimate sent

After 3 daysFollow-up email

⚠️

Invoice overdue

After 1 dayPayment reminder SMS

Job completed

After 1 dayReview request

🧾

Invoice created

After 7 daysFollow-up email

05

Business Tools

Everything you need to run a professional operation — estimates, templates, and reports.

📋

Fast Estimates

Core

Build professional quotes in minutes with line items, quantities, and unit prices. Preview what the client sees before you send.

🗂️

Preset Templates

Save your most common jobs as one-click templates. Load all standard line items instantly — stop re-typing the same quote.

👥

Customer Management

Every client's contact info, job history, open estimates, and notes — searchable in one place. Find any customer in seconds.

📊

Business Dashboard

Revenue collected, outstanding invoices, active jobs, and overdue alerts — all visible the moment you log in.

🖨️

Print-Ready Documents

Clean, professional print view for every estimate and invoice. PDF-quality output — no design skills needed.

Estimate — Roof Replacement
Architectural shingles28 sq · $4,200
Felt underlayment1 · $380
Drip edge + flashing1 · $290
Labor — tear off + install2 days · $1,600
Total$6,470.00
What's next

On the roadmap.

Requested by real contractors — built next.

📱Soon

SMS Messaging

Text customers directly — payment reminders, appointment confirmations, and automated follow-ups via SMS.

📐Soon

Area & Sqft Calculator

Measure job sites directly on a map. Accurate square footage before you write the first estimate.

📲Soon

Mobile App

Full iOS & Android. Update jobs, upload photos, collect signatures on-site — no laptop needed.

📦Soon

Inventory Tracking

Track materials per job. Low-stock alerts. Know exactly where your supplies and budget are going.

🔗Soon

QuickBooks Integration

Auto-sync invoices and payments to QuickBooks Online. No double-entry, no spreadsheets.

End-to-end

Everything connects.

One platform, every step of the job — from first call to final deposit.

👥

Customer

Add contact

📋

Estimate

Send quote

🔨

Job

Track work

🧾

Invoice

1-click bill

💳

Paid

Card online

Try every feature free.

14-day free trial. No credit card. Cancel anytime.

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Up and running in minutes
🤝No contracts, ever