Business Invoicing, Estimates & Payment Management
Create and send professional estimates, invoices, contracts, and payment requests from one connected platform. Give customers a simple way to approve, sign, and pay while keeping everything organized in one place.
Payment Received
Invoice Paid
Contract
Signed
Estimate
Approved
What's Included
Everything You Need to Bill Professionally
Manage the process from the first estimate through final payment in one connected platform, giving your team and customers a simpler way to handle billing, agreements, and payments.
Invoices and Estimates
Create professional invoices and detailed estimates with itemized services, labor, materials, taxes, and totals. Send them directly to customers for review and approval.
Digital Contracts
Send contracts, proposals, and agreements directly to customers by text or email so they can review and sign from their preferred device.
Recurring Billing
Set up recurring invoices and payment schedules for ongoing services, maintenance plans, retainers, memberships, and other repeating billing needs.
Flexible Payments
Give customers convenient ways to pay through connected payment processing options including cards, bank transfers, digital payments, and supported payment methods.
Recurring & Automatic
Set It Once. Get Paid on Repeat.
For maintenance contracts, monthly retainers, or subscription-based services — set up automatic recurring invoices that send and collect payment on your schedule. No manual work, no missed billing cycles.
- Automatic invoices sent weekly, monthly, or custom intervals
- Recurring payment plans with auto-charge on file
- Auto-generated quotes based on saved service templates
- Clients receive reminders until payment is complete
- Full payment history tracked per client automatically
Recurring Invoice
$450.00 / mo
Next invoice sends automatically on the 1st
12
Invoices Sent
100%
Collection Rate
$5,400
This Year
Payment Delivery
Send It Your Way. Get Paid Their Way.
Every client is different. Give them the payment option that works for them — and still get paid the same day.
SMS Payment Request
Send a direct text message with a payment link. Clients tap and pay from their phone in under a minute — no app download needed.
Email Invoice
Send a branded invoice via email with a secure payment button. Clients can view, download, and pay directly from the email.
Tap to Pay
Accept contactless payments on-site using your phone or device. No card reader required — just tap and collect payment on the spot.
Invoices & Estimates
Build and Send in Minutes, Not Hours
Create detailed, branded invoices and estimates from any device. Add line items, photos, and notes — then send directly to your client via text or email.
- Branded with your business logo and colors
- Itemized line items for labor, parts, and services
- Automatic tax calculations and totals
- Send via SMS, email, or share a link
- Clients approve estimates with one tap
Digital Contracts
Contracts Signed Before You Leave the Job Site
Send proposals and agreements in seconds. Clients review and sign from their phone — giving you legal protection and confirmation before work begins.
- Legally binding electronic signatures
- Pre-built contract templates for your industry
- Clients sign from any device, anywhere
- Automatic timestamp and audit trail
- All signed documents stored and searchable
Payment Processing
Connect Your Payment Provider
Link your existing payment processor or let us help you get set up. Accept cards, ACH transfers, and digital wallets — clients pay directly from the invoice.
Team Portal
Your Business
Jason R. — Technician
Send Invoices
Maria S. — Manager
Full Access
Derek T. — Field Tech
View Only
3
Team Members
8
Invoices Today
$3,200
Collected
Team Access
Add Your Team. Work Gets Done Behind the Scenes.
You don't have to handle every invoice, contract, and payment yourself. Add your employees to the platform and give them the tools to send, collect, and manage on your behalf — while you stay in control.
Add Your Entire Team
Give employees access to send invoices, collect payments, and manage documents — without sharing your main login.
Role-Based Permissions
Control exactly what each team member can see and do. Technicians, managers, and admins all have different access levels.
Real-Time Notifications
Your team gets instant alerts when a client opens an invoice, signs a contract, or submits a payment.
Track Team Activity
Monitor who sent what, when it was opened, and what's still outstanding — full visibility across your entire operation.
Why It Matters
Built for Businesses That Move Fast
Stop losing jobs to slow paperwork. Close deals and collect payment the same day.
Get Paid Faster
Automated reminders follow up for you — so you don't have to chase down payments manually.
Close Jobs on the Spot
Send estimates and contracts from the job site and get approval before you leave. No more losing work.
Protect Your Business
Digital contracts and signed estimates protect you in disputes. Everything is logged and timestamped.
Works on Any Device
Manage everything from your phone, tablet, or desktop. Your clients can pay from wherever they are.
Save Hours Every Week
Eliminate manual paperwork and spreadsheets. Spend your time running jobs, not chasing admin tasks.
Organized by Default
Every invoice, contract, and payment is stored and searchable in one place. Full visibility at all times.
Ready for Your Next Stage of Growth?
Tell us where you are today and where you want to go. Our team will connect with you to discuss the systems, technology, and opportunities that can support your next stage of growth.
