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Get Paid Faster With Professional Estimates and Invoices

Turn approved estimates into invoices in one click, email them to customers, and accept online payments without leaving the platform.

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From Estimate to Paid Invoice

Build a professional estimate, send it for approval, and convert it into an invoice the moment your customer accepts — no retyping, no duplicate work.

  • Create professional, branded estimates and invoices
  • Approval workflow to convert accepted estimates into invoices
  • Flexible line items, including saved services
  • Percentage or fixed-amount discounts
  • Configurable tax rates applied per line item
From Estimate to Paid Invoice Interface

Accept Payment However Customers Prefer

Email a polished PDF invoice, then let customers pay by card or PayPal — or record the cash and check payments you collect in person.

  • Email invoices directly to customers with one click
  • Download professional PDF versions for your records
  • Accept credit card payments through Stripe
  • Accept PayPal payments
  • Record manual payments like cash or check
  • Issue refunds directly from the dashboard
  • Sync invoices and payments to QuickBooks
Accept Payment However Customers Prefer Interface

Frequently asked questions

Related features

Customer ManagementTrack homeowners, builders, and contractors separately, keep access notes handy, and give customers a self-service portal for invoices and payments.
Project ManagementAssign the right people, track materials and time as you go, and document every job with checklists and photos, so nothing gets missed.
Review HubSend a review request in one click from a completed job, by email or SMS. Business Review Hub handles the rest, from routing to reputation reporting.
See all features

Built for your trade

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