Mstr. Pro is in beta. We're still building and improving features, so things may change. Your feedback helps.

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Popular: Send your first estimate (quick start)Connect Stripe to take card payments Put the request form on your website Set up recurring jobs Send an estimate and get it approved Add your team and choose what they can see

Getting started Create your account, set up your company and send your first estimate. 4 articles Estimates Create, send and get estimates approved. 4 articles Invoices & payments Invoices, payments, reminders and online payments. 5 articles Clients & requests Clients, properties, the request form and the client hub. 3 articles Schedule & jobs Visits, recurring jobs, routes, field work and job costing. 5 articles Products & services Your item list, markups and the Home Depot catalog. 2 articles

Getting started

Create your Mstr. Pro accountSign up and get into your account in a couple of minutes. 2 min Set up your company info and logoYour logo, contact details and license show on every estimate and invoice. 3 min Send your first estimate (quick start)From a blank account to an estimate in your client's inbox in five minutes. 5 min Add your team and choose what they can seeGive each person their own login with the right access. 3 min

Estimates

Create an estimateClients, line items, photos, sections, discounts and deposits. 4 min Offer optional items and upgradesLet clients choose extras on the estimate link. 2 min Send an estimate and get it approvedEmail or text the link; clients approve and sign online. 3 min Convert an estimate into an invoiceTurn approved work into an invoice in one click. 1 min

Invoices & payments

Create and send an invoiceInvoice from scratch, from an estimate or from completed visits. 3 min Record a paymentCash, check, Zelle, Venmo — full or partial. 2 min Connect Stripe to take card paymentsClients pay by card, Apple Pay or Google Pay from the invoice link. 3 min Add PayPal and VenmoA Pay with PayPal button with the amount filled in. 1 min Automatic follow-ups for estimates and invoicesFriendly reminders sent for you. 2 min

Clients & requests

Add clients and their propertiesContact details, tags, notes and service addresses. 2 min Put the request form on your websiteGet new work requests from your website and social media. 3 min Share the client hubOne private link with everything for your client. 2 min

Schedule & jobs

Schedule a visit and remind your clientBook visits, assign your team and send reminders. 3 min Set up recurring jobsWeekly or monthly work that schedules and invoices itself. 3 min Plan the best route for the dayVisit order, driving time and Google Maps directions. 2 min Checklists, photos and time on a visitEverything your crew does on site. 2 min See the real profit of a jobRevenue minus item costs, labor and expenses. 2 min

Products & services

Build your products & services listSave the work you do most with cost, markup and photos. 3 min Add materials from The Home DepotSearch products with price, photo and nearby stock. 2 min

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