Welcome to Tallie
The AI-powered operating system for trade contractors. Create professional estimates in minutes, manage jobs, and get paid faster.
Quick Links
Configure your business
Create estimates by conversation
Create & send estimates
Schedule & manage work
Bill & get paid
Manage relationships
Capture & convert leads
Plan your work
Get Started in 4 Steps
1 Set Up Your Account
Tell Tallie about your business - your trade, location, and markup preferences. This takes about 2 minutes and helps generate accurate estimates.
2 Explore the Dashboard
Your command center for everything. View stats, create estimates, manage jobs, and track your business at a glance.
3 Create Your First Estimate
Use AI to describe the work and get an instant estimate, or build one manually line by line.
What Can Tallie Do?
| Feature | Description |
|---|---|
| AI Chat | Describe a job in plain English and get a complete estimate with accurate pricing |
| Jobs | Create jobs from approved estimates, assign crew, schedule work, and track completion |
| Invoicing | Create invoices from completed jobs, send payment links, and track who’s paid |
| Deposits | Request and collect deposits on estimates before work begins |
| Change Orders | Track billing adjustments and scope changes during a job |
| Client Management | Keep client info, addresses, and job history organized |
| Leads Pipeline | Capture leads from your website and track them through your sales process |
| Scheduling | Plan jobs on a calendar and coordinate with your team |
| Team Dashboard | Give crew members a focused view of their assigned work |
| Stripe Payments | Accept credit cards and ACH transfers directly |
Popular Articles
- AI Chat - Create Estimates by Conversation - The fastest way to build professional estimates
- Leads Pipeline - Turn website visitors into paying customers
- Change Orders - Document scope changes and price adjustments
- Setting Up Stripe Connect - Accept online payments from clients
- Member Dashboard - A focused view for your crew members
- Tracking Payments - See who’s paid and who hasn’t
Need Help?
Can’t find what you’re looking for? Email us at support@tallie.io and we’ll get back to you quickly.