Field operations

Document Builder

Drag-drop authoring for invoices, estimates, inspection reports, and anything else your business needs.

Available on the Pro plan and above.

The problem

Off-the-shelf templates never quite match your trade. You either accept a generic look or pay a designer hundreds of dollars per template and wait two weeks. Once you have them, editing means another design round-trip.

What Stelid does

The Stelid document builder is a drag-and-drop authoring tool with 12 block types (text, table, signature, photo grid, line items, totals, etc.) and 10 starter templates. You build the document once, in-app, and it auto-fills from your job, customer, and property data forever.

Capabilities

What you actually get.

12 block types

Text, heading, table, line items, totals, signature, photo grid, divider, image, customer block, property block, AI text.

10 starter templates

Invoice, estimate, inspection report, scope of work, proposal, change order, completion report, warranty letter, work order, service plan.

Auto-fill from job data

Customer, property, line items, photos, technician notes — all pulled from the job automatically.

Brand controls

Logo, colours, header, footer, accent.

PDF + email delivery

One-click PDF export, one-click send via Stelid email or download.

Customer signing

Estimates and proposals support customer e-signature with audit trail.

FAQ

Questions, answered.

  • No — the builder is structured-blocks only. This guarantees PDF rendering parity and avoids the fragility of HTML email.
  • Unlimited on Pro / Team plans.
  • Yes — inspection-report-style templates designed for field use render in the mobile UI with form controls.

Ready when you are.

7-day free trial on every paid plan — document builder is one of the things you get. Cancel anytime before billing starts.