Quotes, jobs & invoices
Quote it once. Never retype it again.
The quote becomes the job, the job becomes the invoice, and the invoice becomes money — each step carrying everything the last one knew.
Quotes
Built from your price book, approved from the sofa.
Line items come from your own services with their real options and prices — solar screen fabrics, pane counts, add-ons. Send the quote as a link; the customer reads it, approves it with their name, and the approval lands on the record with a timestamp.
- Itemized or flat — your call, per quote
- Deposits: take part up front, applied to the final invoice
- Photos on the quote, so everyone remembers which windows
History that holds still
March's quote keeps March's prices.
Raise your prices and nothing already sent changes. A quote accepted in June honours what it said in March; last month's invoices do not rewrite themselves. This sounds obvious until you meet software that does it the other way, and a customer rings up asking why their receipt is different.
Jobs
Everything the crew needs, on the job itself.
The approved work, the access notes, the gate code, the promised arrival window, before-and-after photos, and the customer's whole history one tap away. A job that takes two days is scheduled as one job with two days, not two jobs pretending.
Invoices
From finished job to sent invoice in one step.
Complete the job and the invoice is a tap away — or drafts itself, if you switch that on. It goes out with a pay button, tracks its own balance and due date, and knows the difference between sent, paid, and overdue without anyone updating a spreadsheet.
- Pay by link, card on file, or card at the door
- Cheques and cash recorded against the same invoice
- Void and refund without breaking the books
The chain is the product.
Try it on one real job — a quote in the morning, money the same week.