SquareQuote Help

Support

Use this page for SquareQuote purchase restoration, scanning help, OCR review questions, PDF/export help, local-data support, and pre-release TestFlight readiness questions.

Restore purchases

  • Open the Subscription screen in SquareQuote.
  • Tap Restore Purchases.
  • Make sure the same Apple Account used for the subscription is signed in on the device.

Receipt scan and OCR help

  • Use clear receipt images with the full receipt visible.
  • Review OCR line items before continuing to markup or quote generation.
  • If a row looks wrong, edit or remove it before saving the quote.
  • If a supplier product or line item is missing, add it manually or rescan with a clearer receipt image.

PDF and export help

  • Client quote PDFs are intended for customer-facing quotes.
  • Monthly CPA exports package receipts, quotes, internal reports, and ledger data for the selected month.
  • If a file is missing from an export, review the saved job history and receipt archive before exporting again.

Reset local data

  • SquareQuote includes a local-data reset action for clearing app data from the device.
  • Resetting local data may remove customers, jobs, receipts, quotes, PDFs, and usage counters stored locally.
  • Review the confirmation alert carefully before completing a reset.

Subscription help

  • Apple handles billing, renewal, and cancellation for SquareQuote subscriptions.
  • Manage or cancel subscriptions from Apple ID subscription settings.
  • Solo, Pro, and Business features depend on the resolved StoreKit entitlement state.

Local-first and privacy FAQ

  • Receipt OCR is intended to run on device.
  • Company, customer, job, receipt, quote, PDF, and export data are intended to remain local unless the user shares or exports them.
  • SquareQuote does not use third-party ads or sell personal data.
  • No cloud sync or backend account system is included unless it is added in a future version.

Contact

Email support requests to [email protected]. Include the device model, iOS version, and a short description of the issue when possible. Support is handled in English unless another language is explicitly arranged.