Frequently asked questions

SoloSidekick is simple software built for solo and small-crew tradespeople — electricians, plumbers, HVAC, and similar trades. It handles quoting, invoicing, getting paid, and asking happy customers for reviews, all in one place. No bloated features you'll never use — just the tools to run the business side without the headache.

SoloSidekick offers a straightforward monthly plan built for solo operators and small crews — no confusing tiers, no hidden add-ons. Check the pricing page for current details.

When a customer pays an invoice, the money goes straight to your bank account through Stripe — the same secure payment system used by major companies worldwide. SoloSidekick never holds your money or touches your bank account directly.

Yes. You can break a job into phases with different amounts due at each stage, or keep it simple with one flat quote — whatever fits the job.

Not really. SoloSidekick is built to replace the shoebox-of-receipts approach without adding a bunch of new complexity. Most people are creating their first quote or invoice within minutes of signing up.

Yes. Your data is stored securely, and sensitive information like payment details is handled directly by Stripe, not stored on SoloSidekick's servers.

You can choose to have SoloSidekick automatically ask customers for a review a day after their invoice is paid, or you can send review requests manually whenever you'd like. It's entirely up to you.

You can export your records before cancelling. Reach out to support if you need help with this.

Reach out through the support form in the app or on the site, and a real person will get back to you — not a chatbot.