For trades, builders, and site crews

Bookkeeping for contractors and trades

Estimates that turn into invoices, deposits you can actually track, supplier bills against the right job, and a sales tax total that is ready when the return is due.

Why contractors and trades end up doing this the hard way

Nobody got into the trades to do paperwork. But quotes still have to go out, deposits have to be chased, material receipts pile up in the truck, and the sales tax return arrives whether the books are ready or not. Pynse Books is built so that side of the business takes minutes a week instead of a Sunday.

The usual friction

What actually gets in the way

Quotes written on the tailgate

A number scribbled on a pad is not a record. Send a proper estimate with your logo, your line items, and your terms — then turn the approved one into an invoice without retyping a thing.

Deposits and progress payments

Most jobs are not one invoice. Track the deposit, the progress bill, and the final amount against the same customer, and see at a glance what is still owed.

Receipts in the glovebox

Material and fuel spend hits the card long before anyone types it in. With a connected bank feed, those transactions land in the books on their own.

Sales tax on materials and labour

You pay tax on materials and charge it on the work. Pynse Books tracks both directions so the return is a report you open, not a number you reconstruct.

How it works

Set it up once and the routine takes minutes rather than evenings.

  1. Send the estimate

    Build the quote with your own branding and line items, and email it from the app. The customer sees a document, not a text message.

  2. Convert it to an invoice

    When the job is approved, the estimate becomes an invoice with the same detail. Add the deposit or progress amounts as you go.

  3. Let the bank do the data entry

    Connect your business account and card. Fuel, lumber, and supplier payments arrive automatically and get matched to the bills you recorded.

  4. Check the job actually paid

    Profit and loss for the period, plus what is still outstanding, tells you whether the crew's week was worth it.

Inside Pynse Books

Everything the books need, in one place

Invoices and estimates

Send branded estimates, convert the approved ones into invoices in a click, and set recurring invoices for work you bill every month.

Connected bank feeds

Link your business chequing and credit card accounts so transactions arrive on their own instead of being typed in from a statement.

Bills and vendors

Record supplier bills, track what you owe, and keep vendor history in the same place as the money going out.

Sales tax handled

Set your tax rates once and let Pynse Books total what you collected and what you paid, so filing season is a report instead of a weekend.

Reconciliation that ends

Match bank lines to invoices and bills, clear the exceptions, and know the books tie out to the account balance.

Reports you will actually read

Profit and loss, balance sheet, and transaction detail refresh as the data lands, so you can check the month without waiting on anyone.

Frequently asked questions

Can I turn a quote into an invoice without redoing it?

Yes. Estimates in Pynse Books carry their line items, taxes, and customer details straight through to the invoice, so an approved quote becomes a bill with a click.

Does it handle deposits and progress billing?

You can invoice a job in stages — a deposit up front, progress amounts through the work, and a final invoice — and see the outstanding balance per customer as payments land.

How do I track what materials cost me?

Record supplier bills against your vendors and connect the bank account you pay from. Those costs then appear in the same period as the revenue they supported on your profit and loss.

Will it keep my sales tax straight?

Set your rates once — HST, or GST and PST depending on your province — and Pynse Books totals what you charged customers and what you paid suppliers, ready for the return.

Do I still need an accountant?

Most contractors still want one for year end and tax planning. Pynse Books keeps the day-to-day records clean so your accountant spends their time on advice instead of sorting receipts.

Stop dreading the bookkeeping

Set up your business, connect the bank, and send the first invoice today.