For tradespeople and small crews

Invoice the job before you leave the driveway.

TallyGlide puts estimates, invoices, your schedule and payments on your phone. Write it up on site, text the customer a link, and mark it paid when the money lands. No laptop, no paperwork.

Works on iPhone and Android. Install it from your browser, no app store needed.

DWDana Whitfield

Today 2:41 PM

Hi Dana, here's your invoice from Ridgeline Plumbing for $340.00. You can pay by Zelle to (555) 014-2290 (please put invoice #1042 in the memo). tallyglide.com/i/…
Got it, sending now. Thanks for coming out so fast!

Sample conversation

Installs from the browser

Add it to your home screen in seconds. No app store account.

Made for one to three trucks

Big buttons, few screens. Built for the field, not an office.

Your data stays yours

Every account is private, and one tap exports everything.

How it works

Three steps from finished job to paid.

No office day for paperwork. Everything happens on your phone while you are still on site.

  1. 1

    Write it up on site

    Customer, work done, price. Returning customers fill in as you type, so most invoices take under a minute.

  2. 2

    Text or email a link

    The customer gets a clean, professional invoice on their phone, with the amount due and how to pay you.

  3. 3

    Mark it paid

    Tap cash, check, card or Zelle and add the check number if you like. The same link turns into their receipt.

Features

Everything a small crew needs. Nothing it doesn't.

TallyGlide covers the whole job, from the first quote to the follow-up visit, without the screens you never use.

Estimates and invoices

Flip one switch to write an estimate. When the customer says yes, it becomes an invoice with one tap.

Send by text or email

A private link with your logo and details. Unpaid, it shows what is due. Paid, it becomes a receipt.

Get paid your way

Record cash, check, card or Zelle, with check numbers and confirmation codes saved for your records.

Maintenance that books itself

Tag a flush or filter change on the invoice, and the next visit shows up when it is due.

Jobs and family, one calendar

See the week's jobs next to school pickups and appointments, with clashes flagged before they happen.

Export everything

One tap downloads every invoice, customer and job as a spreadsheet. Handy for backups and taxes.

One link

From bill to receipt, without sending a thing twice.

The link you text is live. When you mark the invoice paid, the customer's copy updates on its own.

  • Your logo, license number and contact details on every invoice
  • Shows the amount due and your Zelle details until it's paid
  • Customers can print it or save it as a PDF from their phone

When you send it

INVOICENo. 1042
Oct 6, 2026

Bill to

Dana Whitfield

Work done

Replaced water heater relief valve, tested pressure.

TOTAL$340.00
AMOUNT DUE$340.00

How to pay

Zelle: (555) 014-2290

After they pay

INVOICENo. 1042
Oct 6, 2026

Bill to

Dana Whitfield

Work done

Replaced water heater relief valve, tested pressure.

TOTAL$340.00

PAID: ZELLE · CONF 8F2K

Repeat work

Maintenance reminders that bring customers back.

List the services you do on a schedule once. Tag one on an invoice and TallyGlide sets the next visit, then reminds you when it comes due.

  • Due-soon list with what to bring on the truck
  • One tap texts the customer that they're due
  • Schedule it, snooze it or skip it

Due soon

Marcus Lee

Due in 6 days

Tankless water heater flush

Bring: Descaler, pump kit, hoses

TextSchedule itDone

Priya Shah

Overdue 2 days

3-stage filter change

Bring: Sediment, carbon and block cartridges

TextSchedule itDone

Sample data

Your week

Jobs and family on one calendar.

Running a business and a household means two schedules. TallyGlide puts them side by side and warns you when they collide.

  • Give each family member a color
  • Month, week, day and list views
  • Clash warnings when a job overlaps a family event
TueWedThu
Leak repair · 8am
Estimate · 1pm
Dentist · 9am
⚠ Water heater
⚠ School pickup
Repipe · 10am

⚠ Water heater job clashes with school pickup on Wednesday

Sample week

Pricing

Free while we're in early access.

TallyGlide is being shaped by the tradespeople using it. Join now and help decide what comes next.

Early access

$0 / month

  • Unlimited estimates and invoices
  • Text and email invoice links
  • Payment tracking with check and Zelle references
  • Customers, schedule and family calendar
  • Maintenance reminders
  • Spreadsheet export
Get started free

FAQ

Questions, answered.

Do I need to download it from an app store?

No. Open tallyglide.com on your phone, sign up, and use Add to Home Screen. It opens full screen with its own icon, like any other app.

Does it work on iPhone and Android?

Yes. It works in any modern phone browser, and on a computer too.

Do my customers need an account?

No. They tap the link you send and see their invoice right away. They can print it or save it as a PDF.

Can customers pay by card through TallyGlide?

Not yet. You record payments however you take them: cash, check, card on your own reader, or Zelle. Your Zelle details print on every unpaid invoice.

Is my data private?

Yes. Every account is completely separate, and only you can see your customers and invoices. You can download all of it as a spreadsheet at any time.

Can my crew use it?

Right now each account is for one person. Crew accounts, with what each person can see, are being planned.

Spend less time on paperwork and more time on the next job.

Set up takes about five minutes. Your first invoice takes about one.