Estimates, Contracts, and Payments
Digital Tools
Automate Your Sales
Our goal is to make it as easy as possible for your customers to buy from you!
Create and send professional estimates right from your phone, get approval from your customers with the click of a button (or an e-signature if you prefer), and automate invoicing and payment collection.
Even more important, you can offer a variety of payment methods so your customers can pay with credit cards, bank transfers, Apple pay and more!
Digital Tools
Grease the Wheel
Let your customers buy the second they decide they’re ready! That’s exactly what our system does!
Your customers won’t have to wait on you to send an estimate or invoice anymore! You can create and send professional estimates in seconds on your phone. Plus, automate invoicing and payment collection to take it off your plate!
Automation
Don't do everything manually if you don't have to! Use our systems to take some of that work off your plate!
Mobile App
Create professional estimates and invoices right from your phone, and allow your customers to approve and pay with the click of a button!
Reminders
Automate text and email reminders to keep your leads engaged and increase conversions!
Simplicity
Make it easy for both you and your customers to turn estimates into scheduled jobs!
Automate with Digital Tools
Estimates and Invoices
Products/Services
Set standard pricing for products or services to save time or enter custom line items on each estimate.
Automate
When the estimate is approved, you can automatically have the system send the customer an invoice.
Partial Payments
If you want to collect a deposit now and the rest on completion, you can send partial invoices.
Contracts
E-Signature
Get an e-signature if you need more legal standing than 'click-to-approve'.
Multiple Signatures
Add multiple signers and send to everyone at once or select a specific order of signers.
Terms and Conditions
Add T&Cs specific to the project, or upload your default company-wide T&Cs as a template to use every time (also available with estimates).
Payments
E-Payments
Allow your customers to pay with credit cards, bank transfers, Apple pay, and other electronic payment for convenience.
Log In-Person Payments
You can still take cash or check and mark the invoice as paid, so you can keep track of receivables.
No Additional Fees
All e-payments go through your Stripe account, so there are standard interchange rates. There are no additional fees through our platform.
Don’t spend hours following up with estimates and driving back out to the house for a signature. Send your estimates out with automated follow up, and let your customers approve the estimate right from their phone!