Quote to Cash

Support

Need help, found a bug, or have an idea? Email support@carvatechsolutions.com and you'll hear back within a couple of days. Tell us what you were doing when the problem happened and which phone you're on — it makes fixes much faster.

Common questions

How does my customer sign a quote?

Send the quote and they get a link. Opening it shows them the quote as you built it — there's no app to install and no account to create. They can tick any options you offered, sign with a finger, and accept. The moment they do, the job updates on your phone and the history shows what they agreed to.

Do I need a signal to write a quote?

No. Quotes and updates written with no connection queue on your phone and sync in order once you're back in range, so a basement or a new-build with no service doesn't stop you working. The app tells you when it's holding something for you.

What does a subscription actually unlock?

Invoicing. Quoting is always free and always unlimited — you can run your whole estimating process without paying us anything. When you want to issue invoices, Solo covers one user and Crew covers up to five. Every plan includes every feature; the only difference is how many of you there are.

How do I cancel, and how do refunds work?

Subscriptions bought in the iPhone app are billed through your Apple account. To cancel, open Settings on your iPhone, tap your name, then Subscriptions. Refunds are handled by Apple at reportaproblem.apple.com. Cancelling stops future invoicing — your quotes, jobs and history stay exactly where they are.

I subscribed, but the app still says I'm on the free plan.

Open Settings → Your plan and tap Restore purchases. That asks the App Store what you own and re-applies it. If it still looks wrong after that, email us — don't buy it a second time.

Can I add my crew?

Yes, on the Crew plan. Invite them from Settings, and give each person the access their job needs: a field tech can quote, send and collect, while issuing invoices and changing the business stay with owners and admins.

Will my customers see my branding?

Yes. Add your logo and colours in Settings and every quote, invoice and receipt your customer opens carries them.

How do I delete my account?

Settings → Account → Delete account. That removes your business and everything under it, permanently. Encrypted backups age out over up to 12 months, which is explained in the privacy policy.

Is my customers' information safe?

We don't run ads or trackers and we never sell personal information. Card numbers never touch our servers — Stripe collects those directly. The details are in the privacy policy.