Help & Support
Answers to common questions, and a way to reach a human when you need one.
Frequently asked questions
How does the free trial work?
Every new account starts with a 14-day free trial with full access to estimates, invoices, credit memos, expenses, and the AI features. The trial includes a set number of AI actions so you can try the AI estimating and assistant. When the trial ends, you can upgrade to keep going — your data stays exactly where it is.
What does it cost after the trial?
We're finalizing plan pricing. During your trial you'll see an Upgrade option in the app, and you can also email support@sayquote.app and we'll get you set up on a plan that fits your business.
What counts as an "AI action"?
An AI action is any single request to the AI: generating estimate line items from a description or plan, analyzing an uploaded document, or a message to the in-app assistant that does something for you. Each generation, analysis, or assistant request counts as one action. Ordinary work — creating clients, typing invoices by hand, logging expenses, printing PDFs — does not use AI actions. You can see how many you've used under Settings.
How do I create and send an estimate?
Go to Estimates → New estimate (or use ✨ Generate with AI to build the line items from a plain-language description or an uploaded plan). Pick the client, review the line items, and save. To share it now, open the estimate and tap the print/preview icon to save or print a clean PDF you can email or text to your client. A one-tap in-app Send with email delivery is on the way.
How do I get the AI to read my plans or photos?
Upload the plan, photo, or PDF from the Documents tab or attach it directly to a client, project, estimate, or invoice using the upload icon. Then tap ✨ Analyze (or Generate with AI inside an estimate) and the AI will read it and suggest square footage, materials, and pricing. Clear, well-lit photos and single-page exports read best.
I've hit my AI limit or my trial ended.
Your trial or monthly plan includes a set number of AI actions. If you run out, you can still do everything else in the app by hand. To raise your limit or move to a paid plan, tap Upgrade in the app or email support@sayquote.app.
How do I delete a record or my account?
You can delete any client, estimate, invoice, credit memo, expense, or document from within the app using the trash icon. To delete your whole account and all its data, email support@sayquote.app from your account email and we'll take care of it. See our Privacy Policy for details.
Inside SayQuote, tap the round AI button in the bottom-right corner. It can answer "how do I…" questions and also do the work for you — "create a client named John Smith," "invoice Sarah $1,200 for attic spray foam," "mark invoice 2003 paid." It's the quickest way to get unstuck.
Still need help? Contact us
Send us a message and we'll get back to you. You can also email support@sayquote.app directly.