Workflow
One flow from first request to final payment.
Request → Estimate → Deposit → Schedule → Job → Invoice → Payment
Replaces scattered forms, quote spreadsheets, deposit chasing, job notes, and invoice handoff.
Lead captured
Get your Lead
Your form collects everything you need automatically, so you can generate an estimate in one click.
Customize your form so that it collects exactly what you need every time, and add it to your website in seconds.
Read more01Quote generated
Estimate in a single click
Your client is immediately notified.
Your client can then view the estimate through the client portal from any device, anywhere, at any time.
Read more02Booking secured
Collect your deposit immediately
Collect your deposit immediately, then track readiness before assigning jobs to the schedule.
The client can review the estimate through the portal, download the PDF, and pay the deposit to finalize the booking.
Read more03Assign staff, avoid conflicts, and keep upcoming work visible once the deposit has been paid.
The schedule stays tied to the job record, worker availability, client details, and operational status.
Read more04Work documented
Schedule the work
Give field workers the current work packet before they arrive and keep job notes, photos, and updates in one place.
Workers can view job details, claim or receive assignments, upload before-and-after photos, and share notes with the team.
Read more05Invoice sent
Invoice in a single click
Generate a final invoice in seconds, then send it to your client in one click.
The invoice includes the full job package—estimate, photos, work notes, and payment status—so the client can review everything in one place.
Read more06Payment received
Get paid and close the loop
Use Stripe Connect for easy payment processing while giving clients one place to pay, review records, download documents, and return to past jobs.
Final payments, invoices, estimates, photos, and job packages stay connected to the client record after the work is done.
Read more07