A lighter Housecall Pro alternative for field techs

What PunchDocs does

• Estimates and invoices from your phone's browser, no app to install
• Saved clients, items, and rates, so repeat work takes seconds
• One tap turns an approved estimate into an invoice
• Email it from PunchDocs with a View & pay button, or text a link, and see when your customer opens it
• Record deposits and partial payments; the balance updates itself
• Clean PDFs with your logo, license number, and payment instructions

Pro ($9.99/month) adds unlimited invoices, automatic payment reminders, job photos, your signature and client Approve & sign on estimates, expenses with receipt photos, a mileage log, profit & loss, and a tax-prep export. Your Pro rate is price-locked while you stay subscribed.

Where Housecall Pro fits better

Housecall Pro includes online booking, scheduling and dispatch, a price book, job costing, review management, native iOS and Android apps, and team plans (see Housecall Pro's pricing page). PunchDocs doesn't do booking, dispatch, or GPS tracking, and it runs in the browser rather than as an app-store app.

Where PunchDocs fits better

• A free plan (1 new invoice every 30 days) with unlimited estimates, not just a trial
• Pro is $9.99/month, month to month, price-locked while you stay subscribed
• Estimating built for low-voltage and field work: markup, labor takeoff, and assemblies like a Cat6 drop on Pro
• Deposits and partial payments on every plan
• One-file import from Invoice Simple

Get paid online

• A Pay button on the invoice link, and a QR code on the PDF that opens the same page
• Card, Apple Pay / Google Pay, or bank transfer (ACH), on Stripe's secure checkout
• Money goes to your own Stripe account and pays out to your bank
• The invoice is marked paid automatically, your client gets a receipt, and you get an alert

Fees, plainly: Stripe's processing fee (about 2.9% + 30¢ for cards, less for bank transfers) plus a PunchDocs fee of 1% on Pro or 2.5% on the free plan. Online payments are optional; you can always take checks, cash, or Zelle and record them yourself.

Questions