01 — Write it
Text it the way you would tell your office.
No fields. No accounting shorthand. Just what you sold and to whom.
Sarah Taylor, Vancouver. Built-in shelving $650 and $200 installation.
Invoicing for people doing the work
Finish the job.Send the invoice before you leave.
Text or speak the customer, work and price. Mobillify turns those few words into a numbered, tax-ready invoice with your logo and terms. You check it before anything is sent.
WhatsApp, SMS or voice note No bookkeeping language required HOW MOBILLIFY WORKS
Step 1 of 6
9:41▰ ●
M
MobillifyBusiness messaging
✓Today · Messages
Invoice9:41 ✓✓
Message Mobillify…➤
CCoastal BuildINVOICE #1043
BILL TOSarah Taylor
Vancouver, British Columbia
Custom shelving$650.00
Assembly$200.00
Subtotal$850.00
GST · 5%$42.50
PSTNot charged
Total$892.50
Draft · waiting for approval
Illustrative example · Messages are not actually sent from this preview.
One text, start to finish
Watch an $850 B.C. job become a finished invoice.
Every step stays visible—including the tax.
- 01Text it
- 02Sort it
- 03Make it yours
- 04Check & send
02 — Sort it
Names, work and numbers land where they belong.
Mobillify separates supplied facts and flags the gaps. It does not make up the rest.
CustomerSarah TaylorProvinceBritish ColumbiaItemCustom shelvingAssembly$200Subtotal$850
03 — Make it yours
Your name should be remembered—not the invoice app.
Your logo, colour, payment terms and tax numbers take the page.
Coastal BuildCompany identityInvoice colours
GST/PST numbers · Payment due in 14 days
04 — Check & send
Taxes shown. Total checked. You decide when it leaves.
GST and PST stay separate, with PST applied only where your configured sale requires it.
INVOICE #1043 · BC TAXABLE EXAMPLE
Subtotal $850.00GST · 5% $42.50
$892.50Sarah Taylor · Due in 14 daysThe part after send
Who paid, who did not, and what you collected in tax.
The working record behind every invoice—without opening a spreadsheet.
Invoices18 records
+ New invoice⌕ Search invoices or customers…
InvoiceCustomerDateAmountStatus
#1001Sarah TaylorMay 4$850.00Sent
#1000James CarterMay 2$420.00Paid
#0999Emma WilsonApr 28$275.00Overdue
#0998Michael BrownApr 24$620.00Draft
Make the invoice yours
Your business should be the memorable part.
Set the identity once. Every invoice carries your logo, colour, terms and registration details—not ours.
- Your logo and business details
- Your colour and payment terms
- GST/PST registration numbers
⌂
Northline ContractingBuilt well. Billed clearly.
INVOICEDescriptionAmount
Custom millwork$3,400.00
Materials$450.00
Subtotal $3,850.00GST · 5% $192.50PST · 7% $269.50
Total$4,312.00
Thank you for building with us. · PST applies where required.One plan. The complete workflow.
Less paperwork. More time for the work that pays.
From a quick job note to a professional invoice: Mobillify helps you capture details, review taxes, apply your branding and send without the usual back-and-forth.
Built for the way you actually work
One place to go from job done to invoice ready.
Spend less time on admin
Turn SMS, WhatsApp, voice notes or a web form into a draft instead of typing every field twice.
Stay in control before sending
Review the customer, line items, totals and tax treatment before the invoice leaves your business.
Look professional on every job
Send sharp, branded PDFs and keep client history, invoice records and follow-ups organized.
THE REAL VALUEFewer manual steps. Clearer invoices. More time back.
All without needing to learn bookkeeping software just to invoice a customer.
Mobillify ProEverything in one plan
C$59/ month
For service businesses and small teams that want a complete invoicing workflow.
INCLUDED WITH PRO
- Unlimited invoices and downloadable PDFs
- Text, WhatsApp and voice-to-draft workflows
- Your logo, business details and invoice designs
- Editable GST, HST and PST review
- Approval before invoices are sent
- Client history, reminders and invoice tracking
See all plan features and messaging limits +
- Create invoices by WhatsApp, SMS or web
- Voice-to-invoice with a review step
- All five premium invoice designs
- Business branding and client history
- Canadian GST, HST and PST assistance
- PDF invoices and client payment links
- Recurring invoices and reminders
- Team and reporting tools
- Up to 500 messaging actions per month
Built to stop expensive mistakesA draft is not a send button.
You make the final call
Every message becomes a draft. Nothing reaches a customer until you approve it.
One business cannot see another
Protected accounts and server-side controls keep each workspace isolated.
The math is never hidden
Subtotal, GST, PST and the final amount remain visible and editable before send.
Before you trust it
The questions a careful business owner should ask.
Short answers about messages, taxes, branding and who controls the send.
You approve before sending
Review each draft, amount and recipient before an invoice goes out.
Canadian tax review
GST, HST and PST stay visible and editable so you can verify the applicable treatment.
Your branding stays consistent
Reuse your business identity, logo and invoice details on every draft.
How does message-to-invoice work?+
Send the client, work and amount in a normal WhatsApp or SMS message. Mobillify organizes those details into a draft invoice for your review.
Can I use both WhatsApp and SMS?+
Yes. Authorized business numbers can use the supported messaging channels available on the selected plan.
Can invoices use my own branding?+
Yes. Add your business identity, colours, details, terms and notes once, then reuse them consistently.
Can I review an invoice before sending?+
Always. Mobillify creates a draft first. You decide whether to edit, download or send it.
How does Mobillify handle GST, HST and PST?+
Choose the customer location and your tax profile. Mobillify keeps GST, HST and provincial taxes on separate, reviewable lines and applies PST only to items you configure as taxable. Tax rules still require your review and do not replace legal or accounting advice.
Do customers need a Mobillify account?+
No. Customers receive the invoice through the delivery channel you choose.
How is my data protected?+
Mobillify uses secure email authentication and server-side access controls. Private service credentials are never exposed in the browser.
The next job is already waitingFinish this invoice before the next job starts.
Add the business details once. After that, a message is enough to begin every draft.
Make the first draft Account → Your brand → Messaging