ESTIMATES, INVOICES & PAYMENTS

Close faster. Get paid faster.

Professional estimates that win jobs. Invoices that get paid. Integrated payments that hit your account next day. All automated.

45%
Faster payments
87%
Paid within 7 days
2.9%
Payment processing
Payment Received

,847

Invoice #4521

CustomerJohnson Residence
Method**** 4242
Professional estimates
Automatic invoicing
Integrated payments
QuickBooks sync
THE PROBLEM

Stop chasing payments

Paper estimates get lost. Invoices sit unpaid for weeks. You waste hours every week following up on payments instead of doing billable work.

THE SOLUTION

Digital estimates approved with one click. Automatic invoicing on job completion. Integrated payments that process instantly. Get paid 45% faster on average.

Estimate #EST-2024-147Pending
HVAC System Replacement
Johnson Residence
Good
Standard efficiency
,500
Better
High efficiency
,800
Best
Premium system
,200

Everything you need to get paid

From estimate to payment in one seamless flow

Professional Estimates

Smart Templates

Build estimates in seconds with templates. Include photos, material lists, and labor breakdowns automatically.

  • Service templates
  • Material database
  • Photo attachments

Good-Better-Best Options

Present multiple options to increase average ticket size. Customers choose premium options 40% more often.

  • Tiered pricing
  • Visual comparison
  • Upsell tracking

Instant Approvals

Customers approve and sign estimates on any device. No printing, scanning, or waiting for signatures.

  • E-signatures
  • Mobile-friendly
  • Deposit collection

Smart Invoicing

Auto-Invoicing

Invoices generate automatically when jobs complete. Send instantly or batch for your approval.

  • Job completion trigger
  • Batch processing
  • Custom branding

Payment Reminders

Automatic friendly reminders get invoices paid without awkward calls. Escalation rules handle late payments.

  • Smart scheduling
  • SMS & email
  • Late fee automation

AR Dashboard

See who owes what at a glance. Track aging, send statements, and manage collections efficiently.

  • Aging reports
  • Customer statements
  • Collection tracking

Integrated Payments

All Payment Types

Accept cards, ACH, cash, and checks. Process payments in-person, online, or over the phone.

  • Credit/debit cards
  • ACH transfers
  • Mobile payments

Next-Day Deposits

Get paid fast with next-day deposits. No more waiting weeks for payment processing.

  • Fast funding
  • Low fees (2.9%)
  • No monthly fees

Secure & Compliant

PCI compliant processing keeps customer data safe. Fraud protection and chargeback management included.

  • PCI compliant
  • Fraud protection
  • Encrypted storage
QUICKBOOKS INTEGRATION

Syncs with your accounting

Two-way sync with QuickBooks keeps your books perfect. No double entry, no reconciliation headaches.

Customer sync
Invoice sync
Payment sync
Tax tracking
QB
Customers
1,247
Invoices
3,891
Payments
2,156
Last sync: 2 minutes ago
“Our average days to payment dropped from 32 to 7. The good-better-best options increased our average ticket by 40%. This system literally pays for itself.”
RK
Robert Kim
Kim Electric - Los Angeles, CA

Get paid faster

7
Days
Average payment time
87%
Paid
Within first week
40%
Higher
Average ticket size
2.9%
Only
Processing fee

Start getting paid faster today

Join 50,000+ businesses collecting payments 45% faster

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