Quotes & estimates
Build an estimate from the job scope, add line items, discount, and tax, and share a link the customer can accept.
Send a quote in minutes, turn the job into an invoice, share a Stripe or Square payment link, and let AI Follow-Up chase the balance.
Estimates and invoices in one flow from $49/mo
One record from quote to payment so you do not rebuild the job on every invoice.
Build an estimate from the job scope, add line items, discount, and tax, and share a link the customer can accept.
Convert the accepted quote or completed job into an invoice with a Stripe or Square payment link and tracked due dates.
AI Follow-Up sends friendly nudge reminders until the balance is paid, with approve-or-auto-send control.
Connect your own Stripe or Square account and collect card, ACH, or tap-to-pay without a new merchant setup.
Every invoice links to its job, customer, and property so reconciliation starts from one record, not a search.
Sent, viewed, paid, and overdue events are tracked so you know which balances need a nudge today.
Build a line-item quote from your service prices and share an accept link with the customer.
When the crew completes the job, create the invoice without rebuilding customer, pricing, or service details.
Share the payment link. AI Follow-Up reminds overdue balances so you do not chase them by hand.
Send clean estimates, share payment links, and follow up overdue balances from the same job record.
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