Estimates, invoices & payments
From quote to receipt without retyping anything.
Build an estimate from the catalogue, send a secure link (no login needed), let the customer accept and sign online or on the technician's phone, convert it to a job, invoice it and record the payment. Each step is numbered, audited and emailed.
Included in every plan.
What it does
- Estimates with options
- Line items from services, parts and equipment options; good/better/best option groups; whole-document or per-line discounts; PDFs.
- Accept online or in person
- Secure guest links with acceptance, signature or decline-with-reason; 'Sign on this device' for the field. Edits after sending create a new revision so the customer always approves what they saw.
- Invoices and receipts
- Invoices from a completed job or from scratch, numbered receipts for every payment, guest receipt links, overdue marking on a schedule.
- Payments of any method
- Record cash, cheque, card-terminal and bank payments against an invoice. Online card payments inside the customer portal are still in development.
- Follow-up built in
- Stale estimates expire automatically; unsold estimates and overdue invoices appear as ranked opportunities with a suggested next action.
Works with
See it with your own company name on it.
Create your company, pick a layout, and book your first job — the trial is free and needs no card. 14-day free trial.