Quotes, invoices & money in

Price the work, get it signed, bill it, and see what is still owed.

  1. Make a quoteA written price, off your saved rates, on the job10 steps · starts on Quote
  2. Validity and terms on a quoteAn expiry date and your terms, printed on the quote7 steps · starts on Quote
  3. Send a quote and get it signedThe client's signature, in person or across town9 steps · starts on Quote
  4. Turn an accepted quote into an invoiceBill the price you quoted, without retyping a line7 steps · starts on Quote
  5. Make an invoiceInvoice from the driveway, not from the weekend9 steps · starts on Invoice
  6. Labour and materials on their own pagesLabour and materials on their own pages, one total5 steps · starts on Invoice
  7. Deposits and part paymentsEvery part payment logged, and the balance kept for you10 steps · starts on Invoice
  8. Chase what is overdueSee what is overdue before you open anything6 steps · starts on Invoice
  9. Prepare a batch of invoicesA month of confirmed quotes, invoiced in one pass6 steps · starts on Batch Invoice
  10. Sent DocumentsWhich document went out, when, and who sent it8 steps · starts on Sent Documents

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