Quotes, Invoices & Payments

Turn a deal into money without leaving the customer record — quote, get a signature, invoice, and take the payment, all in one place.

Quotes

Build a quote by picking products and materials from your catalog; the totals add themselves up. Send it to the customer and capture their e-signature — including on-site, on a device, for field work.

Invoices & change orders

Convert an accepted quote into an invoice in a click. If the job changes, raise a change order for the customer to approve, so scope and billing always match.

Taking payment

Collect card payments through Stripe right on the invoice, and the payment records back to the customer and your accounting package automatically. See Payments Setup.