Estimates & Invoices

Build estimates from your price book, send them for one-click approval, collect a deposit, and convert to an invoice without retyping a thing. Every dollar is tracked from first quote to final payment.

What you get

• Estimates with line items pulled from your price book
• Customers approve or decline online — no printing, no signing PDFs
• Deposits collected at approval, applied to the final invoice
• Estimate converts to invoice in one step
• Payments recorded against invoices, synced to QuickBooks

Quotes that go out the same day as the site visit

Your price book keeps services and materials with standard rates, so an estimate is assembly — not arithmetic. Add line items, adjust quantities, set an optional deposit, and send. The customer gets a clean link, not an attachment.

• Reusable price book for services, parts, and labor rates
• Per-line quantities, rates, and descriptions
• Optional deposit — fixed amount or percentage

Approval is one tap on the customer's phone

Customers open the estimate in their portal and hit Approve or Decline. If a deposit is configured, approval flows straight into a secure Stripe Checkout — you get commitment and cash in the same minute.

• Approve / decline buttons in the customer portal
• Deposit payment triggered immediately after approval
• You see the response the moment it happens

From approved estimate to paid invoice

Approved work becomes an invoice carrying the same line items and any deposit already paid. Track sent, partially paid, and paid states; record offline payments; and let QuickBooks sync handle the bookkeeping.

• No double entry between quoting and billing
• Deposits applied automatically to the invoice balance
• Status at a glance: draft, sent, paid, overdue