Quote to invoice: one job, start to finish
From the first quote to the invoice in about 3 minutes of your time, all in one place.
Quote it
- Start a new quote and add your customer.
- Search your products and type the size. It's priced from your own rates, with your cost and margin right there.
- Add it to the quote, save, and send it. The email and the PDF are ready to go.
Make it
- Your customer taps Approve on their phone. Click Create order.
- The job lands on your production board. Tick off each step as the work gets done, and it moves along the board by itself.
Bill it
- Ready to bill? Click Create & email invoice, and the invoice goes to your customer.
- Use QuickBooks, Xero or FreshBooks? Connect it once, and invoices sync on their own.