From the Quote to the Payment, on the Job.
Quote from your price book, turn the accepted quote into the work order, record the charges as the work is done and invoice the moment it is signed off. Nothing else to connect.
What You Get
Quotes customers accept online
Build quotes from your price book with optional lines and a deposit. Customers open a link, choose the options, type their name and tick to accept.
Charges on the job
Quoted lines arrive on the work order as charges. Add labour, parts and variations as the work goes, from the office or the app, frozen at sign-off.
Invoices drafted at sign-off
Signing off a job drafts its invoice from the charges. Check it, issue it with the next number and email the customer a link, or batch a month of jobs.
Getting paid
Outstanding, overdue and aged debt at a glance. Record the payments you collect, part payments included, and let reminders do the chasing.
Each client in their currency
Quotes, charges and invoices in the client's currency, with prices entered per currency and totals kept apart, never converted.
Prices only for who you choose
Engineers record what they use without seeing prices. See prices and costs is switched on per person, and the server leaves money out for everyone else.
How It Works
Set up your billing details, tax rates and price book, then quote a client from it.
The customer accepts online, and the quote becomes the work order with its lines as charges.
The team adds labour, parts and variations as the work is done, and signs the job off.
The invoice is drafted from the charges. Issue it, send the link and record the payment.
Common Questions
Works Hand in Hand With
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