Estimate with confidence
Import an Excel budget or build an estimate with your crew rates. Review cost codes, departments, quantities and pricing before sending to QuickBooks.
Excel imports · Detailed budgets · Service estimatesBuilt for QuickBooks Desktop
Less paperwork.
More progress.
Your field, office and books.
Working together.
From the first estimate to the final invoice, keep your jobs, people and paperwork in one place. Built for the way contractors actually work.
On site with your phone. In the office on your desktop.
Made for the work you do.
From the field to the officeReceipt captured. Job assigned. Ready for review.
EXAMPLE WORKFLOWOne connected workspace
Estimates · Contracts · Jobs · Time · Receipts · Invoices
A place for every part of the job
Keep the work moving.
Keep the details together.
Your crew needs clear instructions. Your managers need work to review. Your office needs accurate records. Tally brings those steps together.
Move from approval to a job
Choose a contract template and let clients sign through a Tally link. Admin and Accounting review proposed jobs after signing or recorded client approval.
Contract templates · Online signing · Office reviewGive every job a home
Find customers and subjobs in one organized view. Keep editable client details, job history, Field Docs and private Office Docs together.
Client information · Folders · Shared documentsKeep your crew in the loop
Share the schedule, job notes, manager and truck details. Record the crew’s time against the right jobs and cost codes, ready for approval.
Schedules · Timesheets · Personal time historyGet receipts out of the truck
Capture a receipt, assign one job or split the costs, and choose a reviewing manager. Accounting checks the automatically read vendor details before posting.
Receipt reading · Job allocations · Assigned approvalsBring billing into focus
Build invoices from QuickBooks hours and purchases. Review descriptions, markups and margins, then send the finished draft to QuickBooks.
Department formats · Line-by-line review · Clear totalsClear handoffs. Fewer loose ends.
The right next step,
for the right person.
A receipt is a good example. Everyone sees what they need to finish their part.
- 1
The foreman captures
Take a photo, select jobs and cost codes, and choose the manager who will review it.
- 2
The manager checks
Open the home-screen notification. Review the allocations, amounts and descriptions, or request a correction.
- 3
The office confirms
Admin or Accounting verifies the vendor and payment details, then sends the approved receipt to QuickBooks.
Tally ///MANAGER WORKSPACE
Ready for review
Needs reviewA clearer view of the details.
RECEIPT #104 · EXAMPLE$246.00
Submitted by Sam · Assigned to Alex
Garden renovationMaterials · Lumber and fasteners
$180.00Courtyard plantingMaterials · Soil and compost
$66.00All costs assigned$246.00 / $246.00
Review → Approve → Accounting
Illustrative data. Your actual jobs and cost codes come from your company.
Connected to your existing books
Your QuickBooks setup.
A better way to work with it.
Tally works with QuickBooks Desktop through the Tally bridge on your office Windows PC. Your team uses the website from their phone or computer.
A few things to knowUse your own lists
Work with your synced QuickBooks customers, jobs, employees, cost codes and classes.
Review before sending
Keep financial posting with Admin and Accounting. See the status of each transfer in Tally.
Keep access appropriate
Give each role the tools it needs, including separate Field Docs and Office Docs permissions.
Good to know
A few answers
before you start.
Does Tally work with QuickBooks Online?
Tally currently connects to QuickBooks Desktop through the Windows bridge. It is not a QuickBooks Online integration.
Does everyone need access to the office PC?
No. Your team uses Tally in a browser. Keep QuickBooks and the Tally bridge running on the office PC when you want to sync lists or send approved work.
Can I import an estimate before a job exists?
Yes. Leave the customer/job blank while preparing the estimate. Before sending to QuickBooks, select a destination. For accepted work, Admin or Accounting can record an existing client approval and review the new customer and job setup.
How do clients sign contracts?
Prepare a contract from a saved estimate and choose a company template. Share its Tally signing link with the client. After acceptance, Admin or Accounting reviews the proposed job before confirming its creation in QuickBooks.
Will the foreman see invoices and office documents?
No. Foremen can see jobs, schedules and their time, submit timesheets and receipts, and use permitted Field Docs. Invoices, estimates and Office Docs are restricted by role.
Does sending an invoice to QuickBooks email it to the client?
No. Tally creates the invoice in QuickBooks. Your office reviews and sends it to the customer from there.
Bring the job together
A productive day starts
with a clearer picture.
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