How It Works

From a sentence to an invoice, bill, quote, or receipt in minutes

This quick guide explains the normal workflow so new users can start fast and understand exactly where Pricing and Billing fit into the product.

Step 1

Start from Dashboard

Open Dashboard and describe the job in plain language. You can attach photos and include customer context before generating.

Step 2

Velocity Ticket creates line items, totals, and professional formatting. Every new document starts in Generated so you can review before finalizing.

Step 3

Use Buddy for natural-language edits or switch to Manual for direct field-level changes (recipient details, line items, tax, notes, and branding).

Step 4

When ready, save your document and download a polished PDF for the recipient. Saved documents remain searchable and editable in your dashboard.

What happens after the free trial?

You can choose a paid plan on Billing to continue creating new documents. Plan limits reset each UTC month.

Can I change plans later?

Yes. Open Billing to upgrade or switch plans as your monthly document volume changes.

Can I use it on mobile?

Yes. The app is optimized for phone and desktop so you can create documents in the field.