Clear scope.
Professional paperwork.
Show customers what the work includes and what it costs. Create branded estimates and invoices, keep them connected to the customer and job, and carry the details forward when it is time to bill.
Illustrative document and pricing, shown for design purposes.
Keep the details consistent.
Prepare documents that customers can understand and your team can track.
Explain the work clearly.
Build itemized documents with descriptions, quantities, prices, tax, and discounts. Add your business branding, notes, headers, footers, and terms to make the details clear.
Carry the scope forward.
Link documents to a customer and job. Track estimate status and convert an estimate into an invoice, bringing its line items forward without rebuilding the document.
Keep the business view.
Set expiration or due dates, track document status, and record actual line-item costs for internal profit tracking. Preview the customer version and print or save a PDF.
Prepare once. Keep moving.
Build the estimate.
Select the customer and related job, enter the line items, and set the terms and expiration date.
Record the decision.
Preview or save your document, share it through your process, and update its sent, accepted, or declined status.
Turn the scope into an invoice.
Convert the estimate, review the billing details, and create an online payment link when your Stripe connection is ready.
Professional details.
Practical controls.
Can the documents use our business identity?
Yes. Customer-facing documents use your configured business details and branding, with fields for your notes, headers, footers, and terms.
Can we turn an estimate into an invoice?
Yes. Estimate conversion carries the document details into an invoice and preserves the relationship between the original estimate and the resulting bill.
Are our internal costs visible to customers?
Actual-cost fields support internal profit tracking. The customer document presents the quoted or invoiced line items, totals, and customer-facing notes and terms.