Estimates & invoices
Branded documents sent by text or email, paid with a tap. Status updates on the contact record the moment money lands.
Platform / Payments
Automate. Collect. Grow.
Get paid without the chasing.
Estimates, invoices, deposits, subscriptions and checkout wired straight to the job and the customer record. The follow-up on late payments runs itself, so collecting stops being somebody's Friday afternoon.
We'll map your quote-to-cash process on the call. 30 minutes, no obligation.
The invoice that never got sent
Work finished, everyone moved on, and the paperwork sat in a truck for two weeks. Money you already earned, delayed by admin nobody enjoys.
Chasing is a job nobody wants
Following up on late payments is awkward, so it gets postponed. The longer an invoice ages, the harder it becomes to collect.
One-off work means starting over
Every month begins at zero. Without a recurring component, you're rebuilding revenue from scratch instead of building on it.
Every way your customers want to pay you
All of it inside the same system as the job, the conversation and the contact record — so payment status is visible without opening a second piece of software.
Recurring billing
Subscriptions, maintenance plans and payment schedules that charge automatically and retry a failed card without anyone noticing.
Text-to-pay & tap-to-pay
Send a payment link by text while you're still standing in the driveway, or take a card on the spot from a phone.
Proposals & e-signature
Templated proposals and contracts that get signed on a phone. Signature and deposit collected in the same step.
Online store & checkout
Sell products, packages or gift certificates directly, with the buyer entering the same CRM as everyone else.
Loyalty & referrals
Gift certificates, loyalty programs and referral tracking that turn one paying customer into the source of the next one.
From quote to cash, without re-typing anything
The same customer record carries through every step. Nobody copies a name, an address or a price between systems.
1
The estimate goes out from the job
Built from the contact record and your saved line items, sent by text or email while the detail is fresh — not typed up three days later from a note.
2
They approve and sign on their phone
Acceptance and e-signature in one step. The opportunity moves to the won stage automatically and the job appears on the schedule.
3
The deposit is collected up front
A card taken at approval or at booking. Work starts with money already in, which changes your cash position on every single job.
4
The balance invoices itself on completion
Marking the job complete triggers the final invoice with the deposit already deducted. No manual arithmetic and no forgotten balances.
5
Payment lands and the record closes
Receipt sent, contact record updated, revenue reported against the original lead source, and the review request queued for the right moment.
The follow-up that collects for you
Most late payments aren't refusals. They're an invoice buried in an inbox and nobody comfortable enough to ask twice. This sequence asks, politely, on schedule, without anyone having to.
On send
Invoice plus a pay link
Delivered by email and text, because a text gets opened and an email frequently doesn't.
3 days before due
A gentle heads-up
A reminder while it's still early, framed as a courtesy rather than a chase.
On the due date
Due today
One more nudge with the same one-tap link, at the moment it actually matters.
After the due date
Escalating, then a human
Follow-ups at the intervals you set, then a task assigned to a person once automation has done what it can.
The part that makes the business worth more
One-off work is income. Recurring work is an asset. A maintenance plan or service agreement billed automatically each month changes what your business is worth and how predictable next quarter looks.
- Plans and memberships billed on a schedule you define
- Failed card recovery that retries and notifies before a customer lapses
- Payment plans that split a large job into instalments people say yes to
- Renewal reminders that fire before an agreement expires, not after
About processing fees
We don't take a cut of your transactions. Card processing fees are charged by your payment processor at their published rates, and that money goes to them — not to us.
You connect your own merchant account, so you keep the relationship, the rates you've negotiated, and the ability to move providers later without rebuilding anything. If you don't have one yet, we'll walk you through setting it up during onboarding.
Take the deposit at the moment they book
Payments and calendars run on the same system, so you can require a deposit or full payment before a slot is held. The people who won't put money down are usually the same people who don't show up.
What it costs to build
Each module is a fixed scope, configured to your services and pricing rules, then documented for your team.
Getting paid
The core billing and collection setup.
Invoicing & estimates setup$897
Payment & subscription billing setup$597
Text-to-pay & tap-to-pay setup$397
Booking with payment collection$497
Selling & growing
Closing bigger work and turning customers into repeat revenue.
Documents, contracts & e-signature$997
Proposal system with templates$897
E-commerce store & product checkout$1,497
Affiliate / referral program build$997
Loyalty or gift certificate program$897
Worth knowing: most businesses start with invoicing and text-to-pay, because those two change your cash position within the first month. Proposals, e-signature and recurring billing are usually the second wave, once the basics are running. We'll tell you on the call which order makes sense for how you sell.
Find out where your cash is stuck
Bring your current quote-to-cash process — however messy. We'll show you where the delays are and what it takes to close them.
+1 855-904-6448 Prefer to talk now? Speak with one of our experts.