Send the quote before your competitor calls back
Build professional estimates, convert them to invoices, and collect payment by text, email, or card on file, with automatic reminders that chase the money so you don’t have to.
The Problem
Slow quotes lose jobs; slow invoices lose cash
You promise to “send the quote tonight” and it goes out three days later. Approved work sits uninvoiced until the weekend. Checks get “mailed.” Every gap between the work and the paperwork is money delayed or lost, and evenings spent on admin.
How it works
Build estimates from templates
Create branded estimates with your services and pricing, saved as reusable templates so quotes go out in minutes from the office or the field.
Send by text or email
Customers review and approve digitally, no printing, scanning, or “I never got it.”
Convert approved work to invoices
One click turns an approved estimate into an invoice tied to the same contact and job record.
Collect payment online
Customers pay by card or bank payment through a secure link, with automatic receipts and payment reminders for overdue balances.
What you get
Quotes out while you’re still top of mind
Template-based estimates mean same-visit quotes instead of same-week quotes.
Shorter time from work to payment
Online payment links remove the friction of checks and “I’ll call with a card.”
Less awkward chasing
Automated payment reminders follow up professionally so you don’t have to.
Clean financial records
Estimates, invoices, and payments live on the contact record, easy to find, easy to report on.
A typical workflow
- 1
Quote to close
Estimate sent → automated follow-up if unviewed or unsigned → approval → job scheduled → invoice generated.
- 2
Same-day payment
Job completed → invoice texted → customer pays by card on the spot → receipt sent → review request triggered.
- 3
Overdue follow-up
Invoice unpaid at due date → polite reminder sequence → escalation to a personal call for aging balances.
Where it earns its keep
Home services
A plumber quotes from the truck, gets approval by text, and collects payment before leaving the driveway.
Real estate
A property manager invoices owners for maintenance and collects management fees with automated monthly reminders.
Professional services
A design studio sends milestone-based estimates and invoices, with deposits collected online before work begins.
Related features
Frequently asked questions
Through a secure online payment link, credit card or bank payment, sent by text or email. No account creation required on their end.
Yes. Invoices support deposits and partial payments, which is useful for larger jobs and milestone billing.
Standard payment processing fees apply through the integrated payment processor. We’ll walk through current rates during your demo.
Yes. Set up recurring invoices for maintenance agreements, retainers, or subscription-style services.
See Estimates, Invoices & Payments working on your leads.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.