Done Work. Sent Invoice.
No retyping. The completed job becomes the invoice with one click. Send for online payment, take card or ACH, and watch it land. Deposits, progress billing, and recurring all built in.
Stop Retyping the Same Lines.
Completed jobs roll into invoices with the line items, materials, and labor already on them. Adjust if needed, send to the customer, and the platform tracks the rest.
- Materials and labor carried from the job
- Branded PDF or shareable link
- Net terms or pay now options
- Audit trail of send, view, and pay
INV-2207 Sent
Cash Flow Stops Being a Guess.
Collect a deposit at acceptance and progress payments at milestones. Final invoice clears the balance. Every step ties back to the original estimate so the math is honest.
- Deposit at acceptance, automatically applied
- Progress invoicing for milestones and phases
- Recurring billing for service contracts
- Late fees and reminders that follow up for you
Cash Schedule Live
Card and ACH. No Second Tool.
Online payment is built in. Customers click pay and the funds settle to your bank. No separate processor login. No reconciling two systems.
- Card and ACH at competitive rates
- One click pay link in every invoice
- Automatic receipts and reconciliation
- Refunds and disputes handled in app
Aging Today
Pay the Closer Without a Spreadsheet.
Commissions roll automatically from sold estimates and paid invoices. Splits, tiers, overrides, and clawbacks are part of the engine. The closer sees their dashboard. The office sees the payroll number. The books match.
- Per-rep splits and team overrides
- Tiered rates by service, territory, or month
- Clawback on cancelled or unpaid jobs
- Change orders flow into the original commission
- Sales rep dashboard with live earnings
- Payroll-ready export for QuickBooks
Commissions · This Pay Period 12 reps
Invoicing, Answered.
What payment methods are supported?
Card and ACH on every invoice. ACH is generally lower cost for larger invoices. Customers can save a method to their record for repeat billing if you turn that on.
Do you sync with QuickBooks?
Yes. Invoices, payments, and customers sync with QuickBooks Online so the books match your operation without double entry.
How do refunds and disputes work?
Refunds initiate from the invoice in one click. Disputes notify you immediately and link to the original transaction so the response is straightforward.
Can we charge late fees automatically?
Yes. Set the rule once and the platform applies late fees per your terms. Customer invoices show the fee with the original line items.
How do sales commissions work?
Commissions roll from sold estimates and paid invoices using the splits, tiers, and overrides you configure. Change orders fold into the original commission. Cancellations clawback automatically. Reps see their live earnings on a dashboard. The office gets a payroll-ready export.