Numulo questions and answers

Can I send a proposal from Numulo that the customer accepts online?

Yes. Numulo sends your customer a link they open on their phone; they tick any optional extras, type their name to accept, and you keep a record of who accepted what and when.

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Can customers pick optional add-ons on a Numulo proposal?

Yes. In Numulo you mark any line as optional, and the total updates as the customer ticks it; you see exactly what they chose.

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Is accepting a Numulo proposal a legal e-signature?

Yes. Numulo records the customer's consent to sign electronically, their typed name, the time and the device, which is what the US ESIGN Act and UETA ask for. Some state notices also have delivery rules of their own.

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Can a customer draw their signature on a Numulo proposal?

Yes. Numulo lets a customer draw their signature with a finger or mouse as well as typing their name; it is optional unless you require it, and anyone who cannot draw can still sign by typing.

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Can I record a Numulo proposal that my customer signed on paper?

Yes. In Numulo you can record a paper signature on a proposal: the name as signed, the date, any options they chose, and a scan or photo if you have one. It is recorded as a paper signature, not an electronic one, and the invoices are created the same way as after an online acceptance.

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Can I sign a Numulo proposal myself as the contractor?

Yes. Numulo lets you sign before you send, or after your customer accepts; your signature shows to the customer and prints on the signed copy.

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Can I choose who signs a Numulo proposal first?

Yes. Numulo lets you set who signs first as a default and change it on any proposal. If your customer signs first, you sign after they accept, and the deposit invoice can wait until you have signed.

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Does my customer need a Numulo account or app to sign?

No. Customers sign a Numulo proposal in any phone or computer browser, with no account and nothing to install.

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Can I put my own contract in a Numulo proposal?

Yes. Numulo takes your contract in the terms (up to 50,000 characters) and can add checkboxes, initials, dates or short answers the customer fills in before they can accept.

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Does Numulo do estimates as well as proposals?

Yes. Numulo estimates are approved online by typed name and turn into an invoice in one click.

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Can I save standard jobs as templates in Numulo?

Yes. Numulo saves any proposal, estimate or invoice as a named template you start the next job from, on every plan.

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Can I change a job in Numulo after the customer has signed?

Yes. Numulo sends a change order; the customer signs it online and the balance invoice moves by exactly the signed amount.

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Does Numulo follow up on quotes for me?

Yes, if you turn it on. Numulo reminds the customer 3 days and 10 days after you send, then stops.

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Can I attach my own forms for customers to sign in Numulo?

Yes. Numulo takes any PDF you already use (a state notice, lien notice, waiver or work authorization); you mark where the customer signs, initials and ticks, and it goes out with the proposal or invoice. Pro.

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Can I fill in my part of a form for each job in Numulo?

Yes. Numulo lets you type your own boxes on a form, such as a start date or a job site, on each proposal or invoice before you send it. Boxes can also fill from the job, or keep one value for every job.

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Can a text box on a Numulo form hold several lines?

Yes. A text box on a Numulo form wraps long text onto more lines by itself and holds up to 2,000 characters. Text that does not fit at a readable size prints on an attached page, which your customer initials before signing.

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Does Numulo change my original form?

No. Numulo stores the PDF exactly as you uploaded it and draws the answers on a copy, with a signature certificate page and a fingerprint of the original.

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Can Numulo add a form to every proposal automatically?

Yes. In Numulo you set a form to Automatic for proposals, invoices or both.

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Does Numulo tell me which forms my state requires?

No. Numulo warns about some state deposit limits, but which notices you need, and how they must be delivered, is for you and your licensing board to check.

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Can I attach photos and files to Numulo documents?

Yes. Numulo takes up to 6 photos or PDFs per invoice, estimate or proposal; the customer sees them online, and photos can be added to the PDF. Pro.

More: Getting paid

Does Numulo have printable blank forms?

Yes. Numulo's blank invoice, estimate, proposal and change order pads are free to print, and carry your logo on Pro.

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Do Numulo PDFs carry Numulo branding or a watermark?

No. Numulo never puts its name or a watermark on your documents, on any plan.

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Can customers pay a Numulo invoice by card?

Yes. With Numulo you connect your own Stripe account, and customers pay on Stripe's checkout from the invoice page; the money goes straight to you. Pro.

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Does Numulo process payments or hold my money?

No. Numulo never holds the funds; Stripe processes card payments under your own Stripe account.

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Does Numulo take a cut of my payments?

No. Numulo charges nothing on payments; you pay Stripe's normal fees only.

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Can customers pay a Numulo invoice by bank transfer (ACH)?

Yes. Numulo shows ACH at checkout when you turn it on in your own Stripe account.

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Can Numulo take a deposit when a proposal is accepted?

Yes. Numulo sends the deposit invoice the moment the customer accepts. Pro.

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Can Numulo split a job into progress payments?

Yes. Numulo handles up to five payments plus the balance, each its own invoice to send when you reach it. Pro.

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Can I put Zelle, Venmo, Cash App, PayPal or check details on Numulo invoices?

Yes. Numulo prints them as "How to pay" on the invoice and the customer's page. It refuses bank account numbers, because invoices get forwarded.

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Can I record part payments and cash in Numulo?

Yes. Numulo records every payment, and the invoice shows the balance still owed.

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Does Numulo send payment reminders?

Yes, if you turn them on. Numulo reminds before the due date, on it, and weekly after, with at most four overdue reminders.

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Can Numulo match payments from my bank statement?

Yes. Numulo matches deposits from a CSV you download from your bank; it never connects to your bank.

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Does Numulo warn me about state deposit limits?

Yes. Numulo warns, and never blocks, for the states with a known cap or waiting period, such as California's lesser of $1,000 or 10%.

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Is the Numulo invoice generator really free?

Yes. Numulo's invoice generator makes unlimited invoices and PDFs with no signup, no watermark and no cap.

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Can I email invoices from Numulo?

Yes. Numulo emails the customer the PDF and a link to pay online, and shows you when they open it.

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Does Numulo do recurring invoices?

Yes. Numulo creates recurring invoices weekly, monthly, quarterly or yearly, as drafts or sent automatically if you choose. Pro.

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Can I tax some lines and not others in Numulo?

Yes. Every Numulo line has its own Tax box, so labor and materials can be taxed differently.

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Can I break a price into parts and labor in Numulo?

Yes. Any Numulo line can carry a breakdown, and you choose whether the customer sees the amounts.

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Can Numulo show units like square feet or hours?

Yes. Each Numulo line takes a unit such as "sq ft" or "linear ft".

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Which currencies does Numulo support?

Numulo invoices in US, Canadian and Australian dollars, pounds, euros and yen; reports total your main currency only.

Does Numulo send receipts when an invoice is paid?

Yes. Numulo sends the receipt in one click or automatically, and the customer can download it from their page.

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Do my customers get their own page in Numulo?

Yes. Numulo gives each customer one link with everything they have with you: open invoices, quotes waiting, past jobs and receipts. Pro.

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Can I keep private notes about a customer in Numulo?

Yes. Numulo's private notes never appear on anything the customer sees.

Can I import my customers into Numulo from QuickBooks or another tool?

Yes. Numulo imports from QuickBooks, Wave, Square, FreshBooks, Google Contacts or a vCard file, and you can undo an import for 30 days.

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How much does Numulo cost?

Numulo's invoice generator is free. Pro is $9 a month or $90 a year for one login; Team is $15 a month or $150 a year for up to 5 logins on one business.

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What can I do on Numulo's free plan?

Numulo's free plan keeps the invoice generator unlimited and gives an account 3 proposals and 3 invoices a month, plus every invoice from a proposal your customer accepts.

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Does Numulo have a free trial?

Yes. Numulo's trial is 14 days of every feature, with no card.

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What happens when my Numulo trial ends?

Numulo moves you to the free plan. Your data stays, signed proposals stay on file, and everything you made stays downloadable.

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Can I cancel Numulo any time?

Yes. You cancel Numulo from Settings and keep every feature until the end of the month or year you paid for; the unused part is not refunded.

More: Terms

Does Numulo charge per invoice or per user?

No. Numulo is one price per business.

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Can I try Numulo without signing up?

Yes. Numulo's live demo opens a sample plumbing business you can click through, and nothing reaches a real customer.

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Can my office staff or crew share a Numulo account?

Yes. Numulo Team gives up to 5 logins on one business.

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Can I give my bookkeeper read-only access to Numulo?

Yes. A Numulo viewer sees everything and changes nothing, inside the 5 Team logins.

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Does Numulo track expenses and receipts?

Yes. Numulo reads a photo of a receipt into an expense and keeps the photo, searchable. Pro.

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Does Numulo have reports?

Yes. Numulo reports income and expenses by month, top customers, what is owed, and a cash forecast for the next 30, 60 and 90 days.

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Can Numulo make a tax package for my accountant?

Yes. Numulo builds a quarterly or yearly zip of figures, invoices, receipts and a summary. It is a record, not tax advice.

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Does Numulo track warranties?

Yes. Numulo tracks coverage dates from paid invoices, callbacks logged on the job, and an estimate of what open warranties could cost you. Pro.

More: Warranty tracking

Does Numulo sync with QuickBooks or Xero?

No live sync. Numulo exports CSV files that QuickBooks and Xero import.

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Can I export all my data from Numulo?

Yes. Every Numulo document downloads as a PDF, and your records as CSV.

More: Terms

Does Numulo do scheduling or dispatch?

No. Numulo covers quoting, signing and getting paid, not crew scheduling.

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Does Numulo do payroll or time tracking?

No. Numulo has no payroll or time tracking.

Does Numulo track inventory?

No. Numulo has no inventory tracking.

Does Numulo connect to my bank account?

No. Numulo matches payments from a statement file you upload.

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Can Numulo add a card fee surcharge?

No. Numulo does not add surcharges to card payments.

Does Numulo have a mobile app?

Yes, on Android. Numulo is on Google Play; on iPhone it works in Safari, and the iPhone app is not out yet.

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Does Numulo work with ChatGPT or Claude?

Yes. On Pro you can connect your assistant to Numulo to read your own numbers and draft quotes. It can never send anything, and customers show as codes unless you allow names.

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Does Numulo's AI see my customers' names?

No, by default. Numulo replaces customers with codes, and AI features that summarise your figures send anonymised totals only.

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Does Numulo sell my data or use it for ads?

No. Numulo does not track organic visitors, and your records belong to you.

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Can I delete my Numulo account?

Yes. You can delete your Numulo account and its data.

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Who is Numulo for?

Numulo is for contractors and small service businesses: plumbers, electricians, HVAC, roofers, cleaners, landscapers, painters, handymen and freelancers.

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Can I sign up for Numulo from outside the US?

Yes, from the US, Canada, Mexico, the UK, Ireland, Australia and New Zealand. Numulo's free invoice generator works everywhere.