Make your estimates and invoices look like your business

Settings → Document style decides how your paperwork looks: the pages that print, the PDF you save, the pages your client reads before they sign, and the signed copy they get a link to. It works the same in every trade. As you change something, the letter-size pages beside it change too.

Set it up

1. Open Settings → Document style.
2. Open each section and fill it in. The live preview shows a sample estimate as you go; switch it to Invoice to see a sample invoice.
3. Click Save style.

Until you save, estimates use a plain built-in look, so nothing breaks while you’re getting to it. Your first save stores your style as Standard and makes it the default.

Letterhead

• Letterhead: Crewtavo’s (the default) prints your name, logo and details in the style you pick below. Your own prints your own letterhead instead (see below).
• Header style: Classic (logo and name on the left, your details on the right), Centered, or Banner (a band of your color across the top).
• Logo: comes from Settings → Company. Owners and admins can change it here too. See Add your logo.
• Color: your brand color, one of the suggested colors, or a custom one.
• Lettering: Modern (the same lettering as the app) or Classic (a serif, like a printed letterhead).

Use your own letterhead

If you already have letterhead, from Word or a printer, Crewtavo can print on it.

1. Under Letterhead, choose Your own.
2. Click Upload your letterhead and pick the file. A PDF of a blank page prints cleanest (in Word, choose File → Save as PDF); Crewtavo uses its first page. A PNG, JPEG, SVG or HEIC picture, or a scan or photo of a printed page, works too.
3. In Your letterhead, drag Header ends to where your letterhead’s top ends, and Footer starts to where its bottom starts. Your estimate prints between the two lines.
4. Click Use this letterhead, then Save style.

The header prints at the top of the first page, in place of Crewtavo’s, so Header style and Logo go away and your letterhead’s details replace the ones under Business details. The footer prints along the bottom of every page, in place of the footer’s words. To change it, click Upload a different one.

To leave a part out, drag its line to the very top or bottom of the page. Without a top, Crewtavo’s header prints there, in the style you pick; without a bottom, the footer’s words do.

Tip

A photo can print with gray paper, and Crewtavo warns you when it looks like one. For a clean letterhead, upload a PDF from Word or a flat scan.

Business details

Your business name, address, phone, email and website come from Settings → Company: click Change in Settings → Company to change them. Here you add:

• Under the name: a short line under your name, like “Roofing · Siding · Gutters”.
• License number and Insured by, each with a switch to show or hide it on the page.

Contract

• Printed above the signatures: a few lines in plain words, like your payment terms, what’s extra and your warranty. Each line prints on its own line. Use the suggested wording puts in a plain starting point to change to your own.
• Sections on estimates: tick the sections from Settings → Contract terms that every estimate prints, after the words above.
• Sections on invoices: tick the ones every invoice prints, after its totals.

Write, change and reorder your sections in Settings → Contract terms. See Write your contract terms.

Tip

If your contract sections already cover payment, changes and your warranty, clear Printed above the signatures so they don’t print twice.

Signatures

Turn the customer’s line and your company’s line on or off, change the words under each line, and choose whether a date prints beside each signature.

Your salespeople don’t sign by hand every time: each person saves their signature once in Settings → Profile → Your signature, or the first time they sign an estimate on site, and it goes on every estimate they sign after that.

Footer

Along the bottom of every page: a line like “Licensed and insured in Ohio · Family owned since 1998”. With your own letterhead, its bottom prints there instead. Page numbers adds “Page 2 of 3” to every page.

How the pages print

Estimates and invoices are real US Letter pages, the same on screen as on paper:

• Page 1 has the letterhead. Later pages have a slim header with your name and the estimate’s number, so a loose page is easy to place.
• Your contract sections print above the signatures or on their own pages after the estimate, under “Terms and conditions”, depending on where each one is set to print.
• While the client is still deciding between options, the estimate shows them side by side. Once they choose, it says which (“Your choice: Better · Designer shingle”).

More than one style

Use New style for a second look, like one for storm and insurance work. The ⋯ menu beside the Style picker has Rename, Make it the default and Delete style. A quote uses the default unless you pick another under Document style on the quote page (it only shows when you have more than one).

Where it shows

• On a quote: switch Lines to Paper to see the estimate as it prints. Print or save PDF in the quote’s ⋯ menu prints those pages, with the exact price, from the office. On an invoice, Print or save PDF opens the client’s copy, ready to print.
• The Client Hub: the client reads these pages in the Review step before they sign, and gets this page when they print a quote or invoice from their link. Once a quote is signed, their link shows the signed copy, with the customer’s and your company’s signatures on their lines.
• Signing on site: the salesperson’s iPad shows these pages while the homeowner signs. See Get a roof estimate out from the aerial.

Tip

Print a sample prints the preview, so you can check it on your own printer before a client sees it.