Quotes, orders & invoices
Build professional estimates, turn approved work into orders and invoices, and create polished PDFs at every step.
- Online estimate acceptance
- Recurring invoices
- Customer statements
Run sales, money, people, projects, and field work from one connected place. Covered keeps the details together, so each part of your day helps the next.
Explore the featuresCovered connects the work customers see with the work that happens behind the scenes.
Create a smooth path from a new customer request to an accepted quote, completed job, and paid invoice.
Build professional estimates, turn approved work into orders and invoices, and create polished PDFs at every step.
Let customers choose a service and available time, then keep them informed with reminders and rebooking messages.
Keep customer history and conversations in one workspace, and see which customers have gone quiet, with outreach ready to send.
Quotes and invoices move each customer to the right stage on their own, work that has stalled comes to the top, and every lead source is measured on what it actually invoiced and collected.
Price a landscaping or roofing job from measurements, using a ready-made catalogue that becomes a finished estimate.
Keep an eye on what customers are saying and prepare thoughtful content for the places your business shows up online.
Google and Yelp listings watched on a schedule, new reviews brought into one place with an email when they land, and response drafts prepared for your approval.
Turn business updates, completed work, and seasonal ideas into ready-to-review social post drafts that sound like you.
Keep everyday transactions, banking, stock, bills, and financial reports connected without maintaining separate records.
Invoices, bills, payroll, purchases, and inventory automatically keep your books up to date.
Link your bank once and transactions arrive on their own. Access is read-only, your login never reaches us, and syncing twice never creates a duplicate.
Matches are suggested for you, differences are easy to review, and every completed reconciliation is kept with its history.
View profit and loss, balance sheet, cash flow, account details, and customer or vendor aging—with PDF and CSV exports.
Manage purchases and recurring bills, scan receipts into itemized expenses, and connect costs to the right project.
Track products, services, quantities, costs, adjustments, and current inventory value as you buy and sell.
Printable count sheets freeze the expected figures when they are created and leave them off the page, so nobody counts toward a number. Count half the yard today and the rest tomorrow.
Free stock allows for what is promised to customers and what is already on its way, shows how long the shelf will last, and groups the buying into one purchase order per supplier.
Drag and drop work across day, week, or month views, including jobs, office time, training, and time off.
Send work orders to crews as a link—no app and no login—then collect clock-in times, job photos, completion notes, and customer signatures from any phone.
See revenue, labour, materials, equipment, and margin together, with the detail behind every number.
Approve timesheets from schedules or field clock-ins, then carry those hours directly into the next pay run.
Today's jobs and your machines on one map, with the nearest available crew ranked by distance. Crew positions appear only for people who have agreed to it.
A register for your machines with service due in engine hours rather than dates, a maintenance log with its costs, and machine time charged straight to the job.
Prepare payroll, remittances, and corporate tax information using the same records that run the rest of your business.
Run salary or hourly payroll and produce pay stubs and payroll reports, with deductions calculated from CRA tables that are kept current for you.
See what is owed and when for your remitting schedule, record what you paid against each period, and compare it with what was withheld.
Prepare employee slips and the employer summary, and produce the CRA file for filing online—checked for problems before it is handed over.
Draft an ROE with the hours and earnings worked out from your own payroll, and see the five-day deadline counting down.
Review HST collected and paid, include eligible expense credits, and export remittance details.
Organize financial statements, tax adjustments, asset information, shareholder details, and key T2 schedules into a single preparation package.
Prepare the T2125 statement of business activities, including the home office claim and the vehicle facts behind it.
Track business use for owned, financed, or leased vehicles, and reimburse employees for their own kilometres at the prescribed rate.
Units, tenancies, rent, and Ontario notices in one place—with the dates that decide whether a notice holds up worked out for you.
A unit outlives its tenants, so utility costs belong to the property and tenancies come and go around it. Last year's receipts still make sense after somebody moves out.
Record rent by period and payment method, issue a receipt every time, and see what was due, paid, and outstanding for each tenancy.
Rent reminders a set number of days ahead and overdue notices a set number after—or off entirely, if that is what suits you.
N1, N4, N5, N7, N8, and L1 filled in from the tenancy and shown for review before they are issued, with the valid dates worked out from the day rent falls due.
How and when each notice was served, kept with the tenancy—and service by email only where the tenant has agreed to it in writing.
The records a financing, a sale, or a lender's lawyer will ask for—checked against what the Act actually requires of you.
Your records checked against Ontario or federal rules, with findings sorted by what they cost you: a breach, a gap, or something simply to be aware of.
Elections, appointments, and departures each recorded with their dates—a register of everyone who has held an office, not just who holds one today.
The register of individuals with significant control, required even where there is only one shareholder, with the annual review date recorded as proof it happened.
Directors', shareholders', and joint resolutions by date, with minutes for annual, special, and committee meetings.
Shareholdings by class with their transfers, land holdings where they apply, and a record of every governing document and where the signed original is kept.
Everything assembled into one PDF for your accountant, your lawyer, or the other side of a deal.
An assistant grounded in Covered's own written walkthroughs and your own figures, and kept to what it is allowed to do.
Ask how something works and the answer comes from the written walkthrough for that screen, shown alongside it. Where nothing is documented, it tells you so instead of inventing a menu path.
Account balances and cash position, overdue customers, unbilled time, stock levels, what needs ordering, machines due for service, and where your work is coming from.
It can draft an invoice, an estimate, a bill, a purchase order, or a time entry—and then stop. Nothing is created until you press the button, and it cannot move money or run payroll.
Choose the information you want to see, then rearrange and resize it to fit your day.
Create custom roles, give people more than one role, and control who can view or change each part of the business.
Build repeatable views across customers, work, and transactions, then share, export, or schedule them by email.
Carry your business name and look across customer emails, documents, invoices, estimates, and reports.
See who changed important records and when, with activity history attached to the work itself.
Use Covered from desktop, tablet, or phone, with an installable app experience for quick access.
Turn on the areas of Covered your business actually uses, and leave the rest out of the way.
Anything posted to your books is reversed rather than removed, so the history stays intact and the numbers still balance.
Every record belongs to one business. There is no shared data between workspaces and no route from one to another.