Question 1

Do I need a credit card to start?

Accepted Answer

No. Sign up with just your name, company, and email — no card, no trial countdown. The Free plan stays free for as long as you use it.

Question 2

What happens if I go over the Free plan limit?

Accepted Answer

Free covers up to 15 estimates and 10 invoices in your account — not a monthly quota, and deleted documents don't count. Converting an approved estimate into an invoice always works, even at the limit. At the limit, everything you've already sent keeps working exactly as before; to create more, delete documents you no longer need or subscribe to Pro from Billing, which lifts the limit right away.

Question 3

Can I use my own logo and branding?

Accepted Answer

Yes, on the Pro plan — your logo shows up on every PDF, the client portal, and any document you send, along with the Professional and Premium templates. Free accounts use the standard template without a custom logo.

Question 4

When a client pays online, does the money pass through MCR System?

Accepted Answer

No. Online payments are a Pro feature built on Stripe Connect: you connect your own Stripe account once, and every payment settles straight into it. We don't hold the funds or take a cut of what your client pays — same account the trust section above is talking about.

Question 5

How can my clients pay an invoice?

Accepted Answer

On Pro and Business, by card — and also by Apple Pay, Google Pay or US bank account (ACH) when those methods are turned on in your Stripe account. A bank (ACH) payment takes a few business days to clear, so the invoice only shows as paid once the money is confirmed. We email a receipt to the address the payer enters at checkout and send you an alert; every payment also shows up in your account. You can also record cash, check, Zelle or Venmo payments by hand.

Question 6

Can I bill a client on a schedule, like a quarterly service?

Accepted Answer

Yes, on Pro and Business. From any invoice, choose "Repeat this invoice" — every month, 3 months, 6 months or year, with an optional end date. Each new invoice is created on its date and either emailed to the client automatically or saved as a draft — and we email you to review and send it. You can pause, resume or stop it anytime.

Question 7

What happens after my client signs an estimate?

Accepted Answer

We email you, the estimate becomes a draft invoice for you to review, and a locked PDF copy of the signed estimate — with their signature, name and date — is kept with it. A signed estimate can no longer be edited; to change the work, duplicate it and send it for approval again.

Question 8

Can I give my numbers to my accountant?

Accepted Answer

Yes, on every plan. In Reports, download your invoices and payments as CSV files (for a month or all time) and open them in Excel or Google Sheets. There's no direct QuickBooks connection yet.

Question 9

Can I import data from a system I'm already using?

Accepted Answer

Not yet. Today you add your clients, services, and catalog by hand inside MCR System — it takes a few minutes for a typical service business. We'd rather tell you that plainly than promise an import feature we haven't built.

Question 10

Is my data isolated from other businesses on MCR System?

Accepted Answer

Yes. Every business's data sits behind organization-level access rules enforced by the database itself, not just the app — so even a bug in our code couldn't return another company's records. A security review in September 2026 — including live attempts to break that isolation with forged requests and injection payloads — found no way for one business to reach another's data.

Question 11

Can I cancel anytime?

Accepted Answer

Yes — open Billing inside the app and manage your subscription straight through Stripe's own customer portal, including canceling. No email or phone call needed to stop billing.

The job is yours.
The details are handled.

The job takes shape.

Every step moves
the job forward.

Quote it while the details are fresh.

Different trades.
One beautiful way to run the work.

The work is professional.
The paperwork should be, too.

More time for the work.
Less chasing the paperwork.

A real free plan. A Pro plan with no catch. Business for job-level profit.

Free

Pro

Business

Questions before you sign up

The job is yours.The details are handled.