Help

Frequently asked questions

How do I send an invoice without email?

Open the invoice, tap Mark as sent, then copy the share link. Your client opens it in the browser — no SpanBill account needed.

Can one invoice cover multiple jobsites?

Yes. Add line items from different active projects for the same client (GC). SpanBill totals tax and subtotal on one invoice.

What is a magic link?

A secure, time-limited URL for clients to view an invoice or estimate. Links expire after the validity period shown on the document.

How do province tax presets work?

In Settings you pick your province preset (HST/GST). You can still adjust the label and rate before sending.

How do estimates become invoices?

Send the estimate to get a share link. When the client accepts (or you convert manually), SpanBill can create a draft invoice from the estimate lines.

Can I import my price list?

Use Import CSV from the home screen to upload contractors and work types. Review rows before confirming.

Where is PDF download?

Use Print / Save as PDF in the browser from the invoice or estimate document view. Hosted PDF storage arrives with a future update.

How does referral work?

Share your six-letter code from the dashboard. Friends enter it at signup. Rewards are tracked in-app; payout details will be announced later.