The moment a job closes, the invoice writes itself from the signed estimate and change orders. Customers pay from their phone in a tap, and the money and the paperwork land where they should.
Finishing the work is the easy part. Getting paid is where the money stalls. Invoices get written days later, checks sit in trucks, and "I'll pay you Friday" turns into a month of awkward reminder calls. Every day an invoice goes unsent is a day your cash is in someone else's account.
The signed estimate and approved change orders become a clean invoice the moment the job closes.
By card or bank, right from the portal they signed in. Receipt sent, payment posted, automatically.
Collect up front and bill by phase, so cash comes in as the work moves, not all at the end.
As the crew marks the work done, the invoice assembles from the signed estimate and any change orders.
They get a branded invoice in their portal and pay by card or bank in a tap, with a receipt sent automatically.
The payment posts to the job and your ledger, and anything outstanding gets a gentle automatic nudge.
“The fastest invoice is the one that builds itself from what the customer already signed. Same line items, same numbers, no re-keying. There's nothing to dispute and nothing to chase.”
It's built automatically from the signed estimate and any approved change orders, so what you quoted, changed, and delivered is exactly what gets billed, with no double-entry.
By card or bank transfer, right from the portal where they approved the estimate. They get a receipt automatically, and the payment posts to the job.
Yes. Collect a deposit up front and bill the rest by phase or milestone, so cash comes in as the work progresses rather than all at the end.
You can still record cash and check payments against the job, so your outstanding balances and books stay accurate no matter how they pay.
Yes. Outstanding balances get gentle, automatic reminders in your voice, so you collect faster without making the awkward calls yourself.
Every pillar shares one workspace. The call becomes the estimate becomes the job, with nothing retyped in between.
Book a walkthrough and we'll set it up around your trade, services, and pricing.
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