Invoice and Quote Generator Bundle for Contractors, Invoice Tracker for Self Employed, Small Business Invoicing, Editable Web App

INVOICE & QUOTE GENERATOR + TRACKER, TOOL FOR CONTRACTORS WHO'D RATHER BE ON SITE THAN BUILDING SPREADSHEETS

Fieldkit Essentials is an all-in-one invoice \ quote generator & invoice tracker tool built for contractors, tradesmen, and self-employed small business owners — quote the job, invoice the client, and track who's paid, all from one offline web app. No subscriptions, no install, no internet required.

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🆓 TRY BEFORE YOU BUY
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Not sure if Fieldkit is right for you? Try the free trial version of Essentials on our website before purchasing — no sign-up needed.

→ Free Trial: https://tallybox.app/fieldkit/fieldkit-essentials-trial.html

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WHO IT'S FOR
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- Contractors and tradesmen who quote jobs and invoice clients regularly
- Self-employed tradespeople who need a faster way to send quotes and get paid
- Small trade businesses (plumbing, electrical, HVAC, construction, landscaping) replacing spreadsheets or paper invoices
- Anyone who wants both Fieldkit tools at a bundle discount

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WHAT'S INCLUDED
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- Fieldkit Quote / Invoice Generator
- Fieldkit Invoice Tracker
- Fieldkit Essentials Demo File — preloaded with sample data so you can practice before adding your own
- Combined together as Fieldkit Essentials at a discount versus buying both tools separately
- Single offline HTML web app — opens in any browser, no install, no internet connection needed
- Detailed PDF user guide
- BONUS: Small Business Starter Checklist (printable PDF) — included free with every purchase
- Instant digital download, lifetime access to the files you download

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FEATURES
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Quotes & Invoices
- Live preview as you build — see the document update in real time
- Convert quotes to invoices in one click, with automatic number matching
- Multi-currency support (USD, AUD, NZD, GBP, CAD, EUR) and editable tax label/rate (GST, VAT, Sales Tax)
- Upload your own logo, choose from 8 colour themes
- One-click PDF export, ready to print or email

Job Tracking & Payments
- Full job lifecycle tracking: Draft → Sent → Approved → Invoiced → Paid
- Automatic overdue detection
- Record deposits and partial payments, with backdating support
- Searchable, sortable job list with CSV export

Dashboard & Reporting
- Revenue and outstanding balance summaries by month, quarter, or year
- Aged receivables report (Current, 1–30, 31–60, 61–90, 90+ days)
- Visual pipeline chart and six-month revenue trend

Client Management
- Save unlimited clients for one-click reuse on new jobs

Data & Privacy
- 100% browser-based — no account, no login, no subscription
- All data stored locally on your device, with one-click backup
- Fully responsive — works on phone, tablet, and desktop

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WHY CONTRACTORS USE IT
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- No more switching between a quoting app and a separate tracking spreadsheet
- Know exactly what's owed, what's overdue, and what's coming in — at a glance
- Built for how trades actually invoice: deposits, partial payments, GST/VAT/TAX handling
- Save a client once, reuse them on every future job — no retyping details
- Pay once, own it — no monthly fees eating into every job

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➕ ALSO NEED EXPENSE TRACKING?
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Essentials tracks money coming in. If you also want to track where it's going, add the Fieldkit Expense Tracker — built the same way, works the same way, no subscriptions.

→ Fieldkit Expense Tracker: https://www.etsy.com/mx/listing/4525323056/expense-tracker-app-offline-job-costing

Browse all Fieldkit tools: https://www.etsy.com/shop/Tallybox?ref=dashboard-header§ion_id=59113042

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HOW IT WORKS
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1. Download the file after purchase
2. Open it in any web browser (Chrome, Safari, Edge) — no install needed
3. Start creating quotes and invoices straight away
4. Use the built-in tracker to mark invoices as sent, paid, or overdue

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FAQ
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Q: Do I need to install anything?
A: No. Fieldkit Essentials is a single HTML file that opens in your browser. Nothing to install, nothing to configure.

Q: Does it work without internet?
A: Yes — it runs fully offline once downloaded, so it works on site or anywhere without signal.

Q: What devices does it work on?
A: Any device with a modern browser — Mac, Windows, iPhone, iPad, and Android.

📱 iPhone & iPad Users — Please Read
FieldKit works great on desktop and Android devices. If you're on an iPhone or iPad, there's one extra step: Apple restricts how local files save data in Safari, so you'll need a free app like "Discit" or "HTML Viewer Q" from the App Store to run FieldKit with full functionality.
Desktop (Chrome, Edge, Firefox) and Android users can open the file directly with no extra steps.

Q: Do I need an account or login?
A: No — Fieldkit runs entirely in your browser. No Google account, login, or sign-up required.

Q: Will I know how to use it?
A: Yes — the app has a built-in help section for quick reference, plus a detailed PDF user guide and a preloaded demo file so you can practice before adding your own data.

Q: What happens to my data if I clear my browser?
A: Your data is saved in your browser's local storage, so it stays on your device. If you clear your browser data it will be erased — that's why Fieldkit includes a one-click backup. Export your data regularly to keep it safe.

Q: Should I buy Essentials or one of the standalone tools?
A: If you only need to send quotes and invoices, get the standalone Quote/Invoice Generator. If you only need to track invoices and payment status, get the standalone Invoice Tracker. If you want both, Essentials is the cheaper option versus buying them separately.

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⬆️ WANT THE FULL TOOLKIT?
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Fieldkit Pro includes everything in Essentials plus the Expense Tracker, Client CRM, and Mileage & Job Log — one app, one purchase, no subscriptions, ever.

→ Fieldkit Pro (All-in-One): https://www.etsy.com/mx/listing/4527655800/small-business-finance-tracker-invoice

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DELIVERY
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Instant digital download — no physical item is shipped. You'll receive the file immediately after purchase, ready to open in your browser.

📢 PLEASE NOTE:
- This is a digital product — no physical item will be shipped
- Due to the digital nature, all sales are final
- Data is stored locally in your browser, not in the cloud — it does not automatically sync across devices. Use the built-in backup/export feature to move your data to a new device or browser
- This is a single-business license for your own use — resale, redistribution, or sharing of the file is not permitted
- Fieldkit Essentials helps you create quotes and invoices but doesn't provide tax or legal advice — please confirm tax rates and compliance requirements for your own region
- Not connected to accounting software like Xero or QuickBooks — this is a standalone tool, not an integration

📱 iPhone & iPad Users — Please Read
FieldKit works great on desktop and Android devices. If you're on an iPhone or iPad, there's one extra step: Apple restricts how local files save data in Safari, so you'll need a free app like "Discit" or "HTML Viewer Q" from the App Store to run FieldKit with full functionality.
Desktop (Chrome, Edge, Firefox) and Android users can open the file directly with no extra steps.

Questions before you buy? Message me — happy to help you figure out if Essentials or one of the standalone tools is the better fit for your business.

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🏪 More tools from Tallybox: tallybox.etsy.com
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