Features / Jobs, quotes & billing
Jobs, quotes & billing
Service to cash, with zero re-keying.
One record travels from booked call to cleared payment. The work order becomes the quote, the accepted quote becomes the job scope, the completed job becomes the invoice — and nobody types the same address twice.
Quotes that close themselves
Build Good–Better–Best options from your price book in minutes. Send them from the kitchen table or the office — then let the Quote Chaser follow up until there's an answer.
- Work orders with full scope, parts and labor
- Good–Better–Best quoting from a managed price book
- E-signature acceptance from any device
- Quote Chaser follow-up on every open estimate
- Close-rate tracking by tech and job type
Revenue · trailing 8 weeks+18% VS PRIOR
Invoices that get paid
Invoices generate from the completed job automatically — correct parts, correct labor, correct tax. Payment happens on site or online, and the Invoice Chaser handles the stragglers.
- Auto-generated invoices from completed work
- On-site and online payment — card, ACH, card on file
- Deposits & progress billing for installs and repipes
- Invoice Chaser collections on aging balances
- Service-to-cash reporting — days from job done to money in
See this running on your jobs.
Every capability on this page is live in the demo. Book 30 minutes and we'll walk it with your services, your zones and your price book.