Invoices and Estimates
Whether out in the field or in the office, quickly create itemized estimates and invoices for customers. Add line items to the invoice in different quantities with different tax applications. Subtotals, tax, and totals are automatically calculated for you. Once generated via computer or smartphone, simply send or print an auto-generated PDF of the invoice for your customer. Easily update the invoice status to never lose track of a payment.
An Invoice Item Repository allows you to quickly and easily insert common invoice line items into your invoices without repetitive manual entry. Store invoice item templates of labor rates, common supplies used, equipment installed, and more.
Create estimates, quotes, bids, or proposals for customers on the spot with your smartphone. You can customize your PDFs and even include contracts. Once approved by the customer, immediately accept customer signatures on your PDF as an agreement to move forward on your proposal. To convert the accepted proposal to a customer invoice, simply change the status and regenerate the PDF as an invoice. No more recreating estimates to invoices.
Never lose track of payment history with documented payment records. Mark partial or full payments to accurately reflect the status of the invoice to always stay on top of the balance due for your customer.