Move Approved Work Into Paid Revenue
Keep estimates, jobs, invoices, totals, payment status, and customer history connected from the sale through collection.
Keep the customer’s approved scope attached to the job
Open the approved estimate from the scheduled job and continue into invoicing without rebuilding the customer’s service selections.
Approved estimate access
Review the accepted scope and total from the job record.
Connected invoice
Keep billed services and payment information tied to the work.
Clear totals
Make subtotal, tax, amount due, and paid status easy to understand.
Give the office and customer a clear payment record
The completed invoice shows the billed items, pricing breakdown, total paid, and paid status in a professional customer-facing format.
Itemized billing
Show services, quantity, unit price, taxes, and totals.
Visible payment status
Make it immediately clear when the balance has been paid.
Keep billing close to the work that created it
Invoice access and payment completion remain connected to the calendar job, approved estimate, notes, and field documentation.
Job-linked billing
Open the invoice from the work record.
Completion details
Keep operational handoff information with the job.
Customer history
Retain the sequence from quote to job to payment.
Make the path to payment easier to follow
See estimates, jobs, invoices, and payment status working together.