Source: https://billingmart.com/solutions Built for the way professionals actually bill # Billing for contractors, insurance agencies and law firms — with AI built in Estimate the work, send the bill, collect payment, automate follow-ups and keep every transaction organized. BillingMart starts with the terminology and billing workflow for your industry, and lets an AI assistant help you operate it. [Start free](https://app.billingmart.com/sign-up) [See how AI billing works](https://billingmart.com/solutions#assistant) No credit card required to sign up · Upgrade only when you need more scale ## Choose how your business bills BillingMart changes its terminology, fields, common line items, payment cadence and workflow defaults based on your business. Start with a preset and customize anything later. Contractors & Trades ### Quote the job. Do the work. Get paid. Send estimates, collect deposits, bill labor and materials, create progress invoices, put change order numbers on the bill and automatically follow up on unpaid work — from the office or the jobsite. - Estimates & approvals - Deposits - Labor & materials - Progress billing - Change order # - Retainage - Payment links - Automatic reminders - Bill with your AI assistant > Ask your assistant “Invoice Mike $1,850 for the panel upgrade, add $240 in materials, and send it.” [Explore contractor billing](https://billingmart.com/solutions/contractor) [Start free](https://app.billingmart.com/sign-up?industry=contractor) Insurance Agencies, Brokers & MGAs ### Premium billing without another spreadsheet. Bill agency-billed premiums, collect the binding down payment, schedule installments, invoice endorsements and agency fees, and automatically remind insureds when payments are due. - Policy billing - Down payments - Installment schedules - Endorsements - Agency fees - Insured payment portal - Card autopay in the portal - Payment reminders - Bill with your AI assistant > Ask your assistant “Create the down-payment invoice for the new commercial auto policy and schedule the remaining balance over nine monthly payments.” [Explore insurance billing](https://billingmart.com/solutions/insurance-agency) [Start free](https://app.billingmart.com/sign-up?industry=insurance-agency) Attorneys & Law Offices ### Turn time and matter activity into invoices faster. Bill attorney and paralegal time, flat fees and reimbursable costs by matter. Show the retainer applied, send monthly statements and let clients pay online. - Matter-based billing - Attorney/paralegal time - Flat fees - Disbursements - Retainer applied - Monthly statements - Client payment links - Automated reminders - Bill with your AI assistant > Ask your assistant “Create September’s invoice for the Acme matter using all unbilled attorney time and court costs, then show me the draft.” [Explore legal billing](https://billingmart.com/solutions/legal) [Start free](https://app.billingmart.com/sign-up?industry=legal) Bill by asking ## Your AI can do the billing work with you Connect your billing workspace to a supported AI assistant and ask for work in plain language. It prepares estimates, invoices, follow-ups and billing summaries from your BillingMart data, within the permissions and approval mode you choose. You control what your assistant can read, prepare and execute. In Ask, the default, each request waits for a signed-in person to approve it; Plan is a dry run that saves, sends and charges nothing; in Auto, which only the workspace owner can switch on for a connection (signing in again with a second factor, on a plan with auto-approve rules), the owner’s capped rule approves the requests it covers, and for a connected assistant refunds, voids, card or bank entry and the other never-auto requests still wait for a person. Which plans include hosted MCP server is on the [pricing page](https://billingmart.com/pricing) . Powered by BillingMart’s hosted MCP server and API. [For developers](https://billingmart.com/developers/mcp) An example conversation, not a live one. You Invoice Johnson $2,450 for the AC condenser replacement. Add the $185 permit and send it due on receipt. Assistant Draft ready: $2,635. The customer, job information and line items are in. Review and send? 1. 1. Invoice drafted 2. 2. Approved 3. 3. Sent 4. 4. Payment link delivered ## From work completed to money collected BillingMart keeps the billing workflow in one place without forcing every business into the same terminology or invoice template. 1. Step 1 ### Create or approve the work An estimate, an engagement estimate, a quote, or a policy’s billing details — whatever starts a job in your business. 2. Step 2 ### Generate the bill Turn the approved work into an invoice, or into a schedule that issues invoices for you. 3. Step 3 ### Send it immediately By email with a payment link, and in the customer portal. Text delivery is there where you have turned texting on. 4. Step 4 ### Collect payment Customers pay by card from the link, or you record a cash or check payment you received yourself. 5. Step 5 ### Follow up automatically Reminders on a cadence you set, recurring schedules, and each customer’s balance in one place. Contractors & Trades ## Built for the job that needs to get billed today — and the project that lasts six months Whether it is a $250 service call or a $25,000 remodel, BillingMart gives you one path from estimate to payment. Build the quote, get approval, collect the deposit, invoice the completed work and follow up automatically if it stays unpaid. ### Every day, in the field - Estimate or quote - Customer approval - Deposit - Labor - Materials - Service charges - Job address - Invoice by email - Payment link - Automatic reminders ### What goes on the bill - Labor - Materials - Equipment - Permits - Disposal - Mobilization - Mileage you record - Expenses you record - Discounts - Taxes ### Get paid before you leave the job Finish the work, send the invoice from your phone’s browser and give the customer a payment link straight away. BillingMart keeps the invoice, the customer, the payment and the follow-up history together. ### Bigger job? The billing model grows with it. - Deposits - Progress draws - Percent-complete billing - Change order numbers - Retainage - Final retainage release - Job, permit and change order fields The contractor preset starts at a 30% deposit and 10% retainage, and you can change both. [See contractor billing](https://billingmart.com/solutions/contractor) Insurance Agencies, Brokers & MGAs ## Billing built around the policy lifecycle From the binding down payment through installments, endorsements and agency fees, BillingMart gives agencies a billing workflow that understands policies, insureds and recurring premium schedules. ### On every invoice - Policy # - Carrier - Effective date - Term ### Billing concepts - Down payment - Scheduled installments - Additional premium (AP) endorsements - Return premium (RP) by credit note - Agency fees - Reminder cadence - Card autopay in the portal ### Works alongside your agency management system Keep policy servicing, carrier records and trust accounting in the systems designed for them. Use BillingMart for the customer-facing billing, the payment schedule, the reminders and the payment experience. BillingMart manages billing workflows and payment requests. It does not replace your agency management system, carrier accounting, premium trust accounting, or regulatory recordkeeping, and BillingMart does not hold premium trust funds. ### Things you can ask - “Which insured installments are overdue?” - “Prepare the endorsement invoice for the additional vehicle.” - “Show all unpaid invoices due this week.” - “Create the down-payment invoice and the monthly schedule.” Every action respects your plan, your workspace permissions and your approval settings. [See insurance agency billing](https://billingmart.com/solutions/insurance-agency) Attorneys & Law Offices ## Billing that understands matters, time and client costs Turn billable time, flat fees and reimbursable expenses into clear client invoices by matter, while the trust-account responsibilities stay in your legal and accounting systems. ### On every invoice - Matter # - Matter - Retainer applied - Billing period ### Line types - Attorney time - Paralegal time - Flat fee - Disbursement ### Built for different billing models - Hourly billing - Flat-fee matters - Retainer invoice - Retainer applied on the invoice - Reimbursable costs - Monthly statements Time is recorded in minutes, so a 6-minute entry bills as 0.1 of an hour at the rate on that entry. ### Billing, not trust accounting BillingMart can show a retainer amount you recorded as applied to an invoice. It does not hold or reconcile IOLTA or client trust funds. BillingMart is a billing and payment workflow platform. It does not hold or manage client trust funds and is not a substitute for legal practice management, IOLTA/trust accounting, conflict checking, or jurisdiction-specific professional responsibility requirements. ### Things you can ask - “Show me unbilled time for the Smith matter.” - “Draft this month’s invoice from the time entries.” - “Add the filing fee as a disbursement.” - “Which client invoices are more than 30 days overdue?” Every action respects your plan, your workspace permissions and your approval settings. The assistant prepares drafts from what you recorded. It does not decide what is billable or what is permissible; that stays with the attorney reviewing the invoice. [See legal billing](https://billingmart.com/solutions/legal) Payments ## Keep more of every payment BillingMart takes no percentage of the payments you collect. You pay a flat monthly price for your plan, and your card processor’s normal rate applies, unless the optional customer card-fee program is set up for your workspace: your customer then pays a Handling Fee on card payments. The pay page shows it before they pay, and a charge to a saved card includes it. - No percentage taken: BillingMart takes no percentage of the payments you collect. The plan is a flat monthly price. - Your card processor’s normal rate applies to each payment, as set in your processing agreement. - Optional customer card-fee program: off unless it is set up for your workspace. With it on, your customer pays a Handling Fee on card payments. Each invoice can use the workspace setting, its own rate, or no fee. The pay page shows it before they pay, and a charge to a saved card, card autopay included, includes it. Card-network rules and some laws limit or prohibit fees on card payments: it is for you to use it only where it is allowed. Alongside your other systems ## BillingMart is the billing, not the books Keep the system your business already runs on. BillingMart takes the part your customers see. ### Works beside what you already use Your accounting, agency or practice system stays the system of record. BillingMart does the customer-facing bills, payment links and reminders. CSV import, the API, accounting export and webhooks are on the plans that list them. Plans ## Start free. Upgrade when your business needs more. Use BillingMart for real billing work before paying for a subscription. Paid plans raise billing volume, team capacity, automation and developer access. Reading the published plans… [See every plan and limit on the pricing page.](https://billingmart.com/pricing) [Start free](https://app.billingmart.com/sign-up) [Compare plans](https://billingmart.com/pricing) ## More industries using BillingMart Every one starts from its own preset, with the words, fields and terms that business already uses. ### Auto Repair Repair-order billing with labor, parts, diagnostics, vehicle details and payment due at completion. - Repair order # - Vehicle and VIN - Labor and parts - Due on completion [See Auto Repair billing](https://billingmart.com/solutions/auto-repair) ### Towing & Roadside Bill hook-up, mileage and storage with vehicle, pickup and drop-off, and motor-club references. - Hook-up and mileage - Storage days - Pickup and drop-off - PO # [See Towing & Roadside billing](https://billingmart.com/solutions/towing-roadside) ### Property Management Send owner and tenant statements for rent, management fees and maintenance charges. - Statement per property - Unit and period - Management fees - Maintenance [See Property Management billing](https://billingmart.com/solutions/property-management) ### Medical / Dental Patient statements and installments for the balance after insurance. Not a claims clearinghouse or a practice-management system. - Date of service - Provider - Paid by insurance - Installments [See Medical / Dental billing](https://billingmart.com/solutions/medical-dental) ### Freelance & Agency Proposal-to-invoice billing for deposits, milestones, retainers and reimbursable expenses. - Proposals - Deposits - Milestones - Monthly retainer [See Freelance & Agency billing](https://billingmart.com/solutions/freelance-agency) ### General Small Business Flexible estimates, invoices, payment links and reminders without industry-specific terminology. - Estimates - Invoices - Payment links - Reminders [See General Small Business billing](https://billingmart.com/solutions/small-business) ## You stay in control The assistant works inside the permissions of the person who connected it. ### Drafts first What an assistant writes is a draft or a record in your workspace until it is approved. ### Approval, by a person A request that reaches a customer or moves money goes ahead only once a signed-in person, or the workspace owner’s capped rule for a connection the owner put in Auto approves it. ### Your totals, calculated by BillingMart Totals, deposits, retainage and balances are calculated on the server, never taken from the assistant’s arithmetic. ## Start with the way your business already bills Choose your industry, create the first estimate or invoice and connect your AI assistant when you are ready. Industry settings are customizable, and you can start free with no card. [Start free](https://app.billingmart.com/sign-up) [Compare plans](https://billingmart.com/pricing) --- This is the Markdown copy of https://billingmart.com/solutions. Live plans, prices and limits are published as JSON at https://billingmart.com/plans.json and https://billingmart.com/agent-info.json.