Quotes, invoices & payments
One record from the first quote to the paid invoice — nothing retyped along the way.
Instead ofThe quote in one app, the job in another, the invoice in QuickBooks.
NowQuote → approval → invoice → payment in one flow, with reminders that send themselves.
Try it · Cedar & Stone Remodeling (fictional)
Try this with fictional data. Bookings, payments, and messages in this example are simulated; nothing is sent or charged.
What your customer sees
Nothing yet. Send the quote from the business side.
What you see
Job · Shah kitchen
$23,000- Quote
- Sent
- Approved
- Invoiced
- Paid
- Customer chose options and approved on their phone
- Invoice built from the approved quote — no line items retyped
- Payment reminder set for 7 days if unpaid
- Payment recorded and synced to your accounting
Start with your existing tools
QuickBooks, Jobber, Square Invoices
Useful for: Accounting and invoicing.
Check what your current setup can already do:
- Can the same records follow the quote, job, invoice, and payment?
- Can supported integrations carry line items without retyping?
- Which approval and payment reminders already exist?
Where custom work can help
- Quote → approval → invoice → payment on one record.
- Customers approve and pay on their phone.
- Syncs to your accounting instead of replacing it.
If the off-the-shelf app already does what you need, we’ll tell you — and help you set it up well.
Tell Kevin what you’d want it to do.
A few lines is plenty. He’ll reply with whether it’s worth building for you — or whether an app you can buy today does the job.