Mobillify

How it works

From job note to invoice in three replies.

Describe the work. Check the draft. Pick where the PDF lands. That is the whole system, and you stay in control at every step.

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A worked example

One job, start to finish.

Northshore Carpentry finishes a kitchen for Alex Morgan in Surrey, BC. Both are fictional.

  1. The message“Invoice Alex Morgan, Surrey BC. Kitchen cabinet fitting $390, hardware $48. $438 before tax.”
  2. The draftMobillify saves draft MOB-001 and checks the details, tax and totals. Cabinet fitting $390.00 plus hardware $48.00 makes $438.00 before tax.
  3. The reviewNorthshore reads it and replies CONFIRM. A wrong amount would be fixed first with a reply starting EDIT.
  4. The PDFNorthshore replies SEND TEXT. The finished invoice arrives on their own phone and they forward it to Alex.
INVOICEInvoice No.: MOB-001
  • ServiceCarpentry Services
  • PaymentInterac Transfer, Credit Card
  • Tax setupGST / HST (As Applicable)
Northshore CarpentryCustom carpentry, cabinet installation, hardware and related services
Confirmed
Invoice #MOB-001
Invoice date2026-10-27
Total due$438.00

SERVICE DATE:2026-10-27

DUE DATE:Upon Receipt

Billed toAlex Morgan
  • 604 555 0199
  • alex.morgan@email.com
  • Surrey, BC
FromNorthshore Carpentry
  • 12345 67 Ave
    Surrey, BC, V3W 2M5
  • 604 000 0000
DescriptionRateQtyTotal
Kitchen cabinet fittingCabinet installation and adjustments$390.001$390.00
HardwareHandles, hinges and related hardware$48.001$48.00

Payment MethodInterac Transfer, Credit Card

Terms & ConditionsPayment to be made in full upon receipt of this invoice.

Sub Total$438.00

Total Due (Before Tax)$438.00

Thank you for your business!Powered by www.mobillify.com

Reply words

Four words run every review.

No menus and no settings to hunt for. Reply with one of these and Mobillify does the rest.

  • EDIT

    Add your change after the word. Mobillify updates the draft so you can check it again.

  • CONFIRM

    The invoice is saved, ready for its PDF.

  • DISCARD

    The draft is thrown away and nothing is kept.

  • SEND TEXTSEND WHATSAPPSEND EMAIL

    The final PDF goes to you, the owner, on the channel you pick.

Before you start

Four things to have in place.

  • A registered business account.
  • A linked, verified messaging number. Registering alone does not activate text or WhatsApp invoicing.
  • For voice notes, a clear recording under 10 MB. Voice support is English at launch.
  • Your branding and tax profile, set once, so every draft starts from the right details.

Mobillify is in a controlled beta. Access can be limited to invited businesses.

By text

Send the details from your registered number.

By WhatsApp

Use a linked and verified WhatsApp sender.

For your trade

See how crews on site use it.

Common questions

How it works, in short answers.

How does a text become an invoice?

Send the customer, city, work and price before tax from your registered business number. Mobillify drafts the invoice and checks the details, tax, totals and PDF. Correct it with EDIT, then reply CONFIRM. There is no new app to install.

Does Mobillify send the invoice to my customer?

No. The final PDF is sent to you by text, WhatsApp or email, and you forward it yourself.

What do I need before I can invoice by message?

A registered business account and a linked, verified messaging number. Registering alone does not activate WhatsApp or text invoicing.

Your next invoice can start in the driveway.

Register for Mobillify Pro, link your number and send the first job the way you just saw.

Get started See pricing