SiteQuote Support

Last updated: August 2026

Contact Us

Email: support@lyc.yun

We typically respond within 1-2 business days.

Frequently Asked Questions

How do I create a quote?

Tap the "+" button on the Quotes tab. Select a company, add client details, then add line items with descriptions, quantities, and prices. Preview the PDF and share it with your client.

How do I add photos to a quote?

When creating or editing a quote, tap the "Add Photos" button to take a photo with your camera or choose from your photo library. Photos are embedded in the generated PDF.

How do I turn a quote into an invoice?

Open an accepted quote and tap "Convert to Invoice". Line items and photos are copied over as an independent snapshot — later edits to either document don't affect the other. The invoice moves from Draft to Sent to Paid as you go.

How do I record payments?

Open any invoice that isn't a draft and tap "Record Payment". You can record partial or full payments by cash, check, card, transfer, or other. Overpayments are kept as credit and applied to your next invoice automatically.

Can SiteQuote remind my clients to pay?

Yes. You get due-date notifications and overdue badges, plus three escalating reminder email templates (friendly, formal, final notice). When an invoice is fully paid, you can send a clean paid-in-full receipt in one tap.

How does the QR code booking work?

Go to your company's detail page and tap "Generate Booking QR". Share the QR code with your clients — they scan it to open a booking form where they can submit an appointment request. You'll receive a push notification instantly.

How do my clients book appointments?

  1. You share your company's QR code (print, email, or display it)
  2. Your client scans it with their phone camera
  3. They fill in their name, email, phone, preferred date, and job description
  4. You receive a push notification on your iPhone
  5. Open SiteQuote → Bookings tab to confirm or decline

How do AI suggestions work? PRO

When creating a quote, you can use AI to:

AI features require a Pro license and iOS 26+ with Apple Intelligence. All processing happens on your device.

Is my data sent to AI servers?

No. All AI features run entirely on your device using Apple's on-device Foundation Models. Your quote data never leaves your iPhone. No internet connection required.

Does SiteQuote work offline?

Yes. SiteQuote works fully offline for creating quotes, generating PDFs, and managing your business. Booking sync and push notifications require an internet connection.

What does the Free version include?

The Free version includes one company, up to 5 line items per quote, up to 3 invoices per month (drafts included), PDF generation with sharing (with a light promotional watermark), basic quote and invoice tracking, and QR code booking.

What does Pro include?

Pro is an auto-renewable subscription — $9.99/month or $69.99/year (about $5.83/month, save 42%). It unlocks unlimited companies, unlimited invoices, unlimited line items, photo attachments, CSV export, calendar integration, AI-powered suggestions, and watermark-free PDFs. Payment is charged to your App Store account; you can manage or cancel anytime in your App Store subscription settings.

How do I export my data?

Go to the Companies tab, select a company, and use the CSV export option (Pro feature). Individual quotes and invoices can be exported as PDFs via the share button — invoice PDFs include the payment history and balance due.

How do I schedule a quote?

Open a quote and tap the calendar button (Pro feature) to create a calendar event with a reminder. The reminder fires 1 hour before the scheduled time.

Bug Reports

If you encounter a bug, please email us with the following details:

Data & Privacy

SiteQuote does not sell or share your personal data. Quote data is stored locally on your device. Booking data submitted by clients is stored on our secure backend to enable the booking workflow. AI features run entirely on-device. See our Privacy Policy for details.

Legal