From request to invoice with zero spreadsheets.
Every lead, quote, job, and invoice lives in one connected flow — so nothing drops, nothing gets retyped, and you get paid faster.
Every channel funnels into one inbox
Website forms, online booking, QuickQuote links, AI voice requests, and manual entries all land in Work Requests.
Convert a request into a quote
Pull the client in, add line items, and send a professional quote for online approval — no retyping the details you already have.
Approval becomes a job
The moment a quote is approved, spin it into a scheduled job with the same details — team, time, and materials carried over.
Done means invoiced — and paid
Mark the job complete and generate the invoice in one step. Clients pay online through Stripe Connect, and you can see paid status at a glance.
Questions about this workflow
What intake channels are supported?
Public website forms, online booking, QuickQuote links, AI voice/text requests, visual intake, and manual entry.
Can quotes become jobs automatically?
Yes — approved quotes convert into jobs in one click, carrying client, line items, and scheduling across.
Where do payments go?
Invoices are paid through Stripe Connect into your own account, tracked in real time in the platform.