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Guide 4 of 6

Quote it, invoice it, get paid

5 minutesFor: Office

Step by step

Build an estimate from your pricebook, turn it into an invoice, and collect by card.

  1. Start an estimate from the job

    On the job, choose New estimate. Add lines from your pricebook with Add line from pricebook — the total and your gross profit update as you build.

  2. Offer options

    Pick Good, Better or Best next to New estimate and build one estimate for each. The customer sees them side by side and chooses the level of work instead of a yes or no.

  3. Send it

    Choose Send to customer to create a link, copy it, and paste it into a text or email. The customer opens it on their phone, picks an option and approves it there — no app, no login.

  4. Convert to an invoice

    When the work is done, choose Convert to invoice. Every line comes across, and a member discount comes off automatically if the address is under an agreement.

  5. Get paid

    Choose Send a payment link and the customer pays by card on a secure checkout page, or choose Record payment for cash, check or card taken on site. The balance updates either way.