My Book Pad replaces the patchwork. Track jobs — claim numbers, change orders, or just an address — log receipts with photo OCR, split profit with partner workspaces, and settle up automatically. Built for the way contracting actually moves.
📱 Get the app — free on the App Store & Google Play.
Same money math, same partners, same OCR — just different fields per project so the form matches the work.
Water · Fire · Mold · Sewage
Renovations · New builds · Trade work
Receipts, partners, profit splits, cross-org collaboration, and settle-up math work identically across both. Mix Insurance and Retail projects in the same workspace — pick the right type when you create each job.
Designed for the way real jobs flow — restoration claims, GC renovations, builds, or trade work.
Insurance tracks claim numbers, adjusters, dates of loss, and Emergency/Rebuild phases. Retail handles GC work — quotes, change orders, and progress billing. Pick the right form per job.
Snap a receipt with your phone — Gemini vision reads the vendor, total, and date. Auto-categorized. No typing required.
Sub out part of a job to another contractor? Invite them as a partner workspace. They log their own expenses; settle-up math handles the rest.
Partners, employees, and external workspaces all factor into the math. You always know exactly who owes whom — to the penny.
Download it from the App Store or Google Play. Field crews log receipts and photos from the truck; managers run the numbers from anywhere.
Send work authorizations and payment agreements as one secure link. Clients sign on their phone with a guided walk-through, you counter-sign, and signed jobs spin up into projects.
Photo-catalog a client's damaged belongings. The AI names each item, prices a replacement, and applies depreciation for actual-cash-value totals — export to Excel or a photos ZIP for the adjuster.
Build polished invoices and estimates with five templates, email the PDF, and share a no-login view/pay link. See exactly when a client opens it.
Per-workspace SQLite. Export anytime. Delete anytime. No selling your job data to ads or AI training.
The math you used to do on a notepad — Revenue minus Expenses minus partner shares minus HST — happens live, every time you log an expense or collect a payment. Avatars on every row so it's instantly obvious who's owed what.
Sitting in the truck cab after a Home Depot run? Open the app, tap "+ Expense", point your phone at the receipt. Vendor, total, date, HST, and a sensible category come back populated. Tap once to assign to the job. Move on.
Upload your work authorizations and payment agreements once, drop the signature and fill-in fields where they go, and send any client a single secure link. They read it and sign right on their phone — no printer, no login, no app to download. Your company counter-signs, and the signed job turns into a live project with the PDFs already filed.
Walk a flooded basement or a fire-damaged living room and snap each damaged item. The AI reads the brand and model, prices a replacement, and even finds where to buy it — biased to stores near you. Set depreciation per item and it all totals to actual cash value, room by room, ready to hand an adjuster as an Excel sheet or a photos-plus-spreadsheet ZIP.
Side-by-side with the tools restoration contractors usually try first.
| Feature | My Book Pad | QuickBooks | FreshBooks | Spreadsheets |
|---|---|---|---|---|
| Insurance-specific fields (claim #, adjuster, date of loss) | ✓ | — | — | — |
| Emergency + Rebuild phases on one project | ✓ | — | — | manualif you remember |
| Receipt photo → parsed expense (OCR) | ✓ | photo onlyno auto-fill | photo only | — |
| Partner profit splits + take-back math | ✓ | — | — | DIY formulas |
| Cross-company workspace collaboration | ✓ | — | — | — |
| Per-partner HST/sales tax reporting | ✓ | workspace-wide | workspace-wide | DIY |
| Native iOS & Android apps + mobile web | ✓ | native app | native app | — |
| Flat pricing (no per-seat) | ✓ | —per user | —per user | ✓ |
| Daily encrypted backups + 30-day restore | ✓ | manual | manual | — |
| Change orders without rewriting the original quote | ✓ | workaround | workaround | — |
| Starts at (USD / month) | $39company-wide · unlimited users | $30+per user | $19+per user | $0+ your hours |
QuickBooks and FreshBooks are great accounting tools — they're not built for the way restoration jobs flow. My Book Pad sits where they leave off.
No onboarding calls. No training videos. Just sign up and start logging.
Pick a workspace name, confirm your email, and you're in. Full 3-month trial, every feature unlocked.
Restoration? Drop in the insurance estimate PDF — claim number, adjuster, address all auto-fill. GC work? Quick form with quoted total, client, and address. Phase it however the work splits.
Snap a receipt photo from the truck. OCR fills it in. Assign to the job. Done in 10 seconds.
No per-seat scams. No "Enterprise — call us." One price, every feature. All prices in US dollars.
For solo operators running a handful of jobs at a time.
For growing contractors juggling multiple active claims.
For larger restoration operations with high project volume.
All plans start with a 3-month free trial. No card required to try.
Don't see your answer? Email support@mybookpad.com.
Both. Insurance restoration crews use it with claim numbers, adjusters, and Emergency + Rebuild phases. General contractors use it with quotes, change orders, and progress billing on renovations, builds, and trade work. The Project Type picker (Insurance vs Retail) tells the app which fields to show; everything else — receipts, partners, profit splits, cross-org collaboration, settle-up — applies equally to both.
If you don't subscribe, your workspace becomes read-only — you can still log in and see everything, but you can't add new expenses, payments, or projects until billing is set up. Your data is kept safely either way for at least 30 days.
If you sub out part of a job to another contractor who also uses My Book Pad, you can invite them to collaborate on that specific project (or all your projects). They log their own expenses on the shared job; both sides see the work; settle-up math tracks who owes whom.
Yes. Manage your subscription from Org Settings → Billing → Manage subscription. Cancellation is immediate (you keep access until the end of the current billing period). No "talk to retention" runaround.
Each workspace has its own SQLite database. We don't share your job data with anyone. You can export to CSV from any list page. You can delete your workspace yourself from Org Settings → Danger zone (30-day grace period for restore).
It uses Google Gemini's vision model. Vendor, total, date, tax, and category come back populated about 95% of the time for clear receipts. Smudged or angled photos can miss — but you can edit anything OCR fills in before saving.
Yes. Upload your forms once — work authorizations, payment agreements, scope sheets — and drop signature, initials, date, and text fields on them. Send a client one secure link (no login, no app) and a guided walk-through takes them field-by-field on their phone. Your company can counter-sign, and once every party has signed, the job can turn into a live project with the signed PDFs attached.
The contents inventory lets you photo-catalog a client's damaged belongings room by room. Snap a photo and the AI identifies the item, prices a replacement, and finds a buy link; set depreciation per item for actual-cash-value totals, flag salvageable vs non-salvageable, and export an Excel sheet or a photos-plus-spreadsheet ZIP for the adjuster.
3 months free. No card. Setup takes 60 seconds.
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