Product · Estimates & Invoices
Estimate to paid, on-site.
Build an estimate from your price-book catalog, offer Good / Better / Best options, and let the customer approve online. The moment they do, the invoice is ready, pay by card, ACH, or financing, right from the phone.
Pick an option, then approve, watch it turn into a paid invoice.
How it works
Three steps, then it just runs.
Build it
Assemble the estimate from your catalog with Good / Better / Best options.
Customer approves
They review and e-sign in a clean portal, no printing, no callback.
Get paid
The approved estimate becomes an invoice they pay by card, ACH, or financing.
What you get
Everything in estimates & invoices.
Good / Better / Best
Present tiered options side by side. Customers pick the one that fits and approve in a tap.
Price-book catalog
Techs build estimates from your saved items and services with set prices and tax rules.
Online approval & e-sign
A clean customer portal to review, choose an option, and approve, no printing, no callback.
Invoices & payments
Approved estimate becomes an invoice instantly. Card, ACH, and financing built in.
Automatic follow-up
Unapproved estimates and unpaid invoices chase themselves until they close.
More in product
See estimates & invoices on your jobs.
Estimates & Invoices: common questions
Can I show tiered pricing?
Yes. Present Good / Better / Best options side by side; the customer approves and e-signs online in a tap.
How do customers pay?
By card, ACH, or financing. Payments run through Stripe at Stripe's standard rate with no markup.
What happens after an estimate is approved?
It becomes an invoice instantly, and unpaid invoices chase themselves until they close.
Does it sync with QuickBooks?
Yes. Estimates, invoices, and payments sync two-way with QuickBooks on the Business plan.