Multi-option estimates
Present three tiers side by side. The customer picks one in the portal and the approved option becomes the job.
Estimates to cash
Quote it, sell it, invoice it, get paid
Good/Better/Best options that a customer can approve from their phone, converted to a scheduled job in one click, invoiced and settled without re-keying anything.
Payment where the work is
Card and ACH through Stripe, deposits up front, and receipts sent automatically.
Tax that matches the address
A sales tax engine that looks up the rate by service location, so a job across a city line bills at its own rate rather than yours.
What's in it
- Customer portal with online approval
- One-click convert from approved estimate to job
- Estimate pipeline as a kanban or a list
- Deposits and recurring invoices on agreements
- AR aging and outstanding-invoice reporting
- Estimate win-rate reporting by salesperson and source
- Fee, discount and tax rules applied per line
- Custom document builder for proposals and forms
- Automatic payment receipts
See it running on your own numbers
Twenty minutes, screen-shared, your trade's pricebook already loaded.