Quotes & invoices
From estimate to paid, nothing retyped.
Build a quote with line items, add-ons, discounts, tax, and a deposit. Once approved, it becomes the appointment, then the invoice. Same numbers, no double entry.
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How it works
Quotes & Invoices, step by step
Build the quote
Add line items, add-ons, a discount, tax, and a deposit. Totals add up as you type, tied to the customer and their exact vehicle.
Send it client-ready, get a yes
Customers open a branded quote and approve or decline it from the link. If you asked for a deposit, they pay it via Stripe.
Approved quote becomes the appointment
One tap turns the accepted quote into a scheduled job on your calendar and jobs board. Same services, same price, nothing re-keyed.
Finish the job, turn it into the invoice
Convert the finished appointment to an invoice with line items filled in. The deposit is credited, and the customer pays the rest from a link.
The numbers carry through, every time
Quote, appointment, invoice: one connected chain. Line items carry through, so the price the customer agreed to is the price on the invoice.
The deposit is already working for you
A deposit is credited straight against the invoice balance, so the customer sees exactly what's left. Record a partial payment and the balance updates right away.
Tips at checkout, without the awkward ask
Online invoices show a tip prompt above the Pay button. You set the percentages or turn it off. Tips never touch invoice totals, revenue, or commission.
Client-ready, and print-friendly for the ones who want paper
Every quote and invoice carries your name, itemized and easy to read on a phone. Send it as a link or print a clean copy.
Autopilot chases the money you'd forget
Autopilot surfaces stale quotes with the follow-up ready and flags finished jobs that were never invoiced. Nothing sends until you tap Approve.
What you get
Customers can tip at checkout, and every tip is tracked on its own.
Fewer finished jobs that never got billed; Autopilot catches the ones you'd otherwise forget
Faster yes-and-pay: customers approve the quote and drop the deposit from one link
What you quoted is what you invoice, with no re-keying and no price drift between the two
Your collection rate, revenue, and margin update live on the finances dashboard as payments land
Quotes & Invoices questions
Can the customer pay right from the invoice?
Yes. Send the invoice as a link and they pay the balance online via Stripe. For cash or a card taken in person, record the payment yourself and the balance updates.
Does the deposit come off the final bill?
It does. A deposit is credited against the invoice balance, so the customer only pays what's left. The invoice shows the deposit, partial payments, and the balance due.
Do I have to rebuild the quote as an invoice?
No. An approved quote converts to an appointment, and the appointment converts to an invoice with line items filled in. You never type the same order twice.
More of the product
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Get quotes & invoices working this week.
Set up your shop in an afternoon and take the first booking the same day. Every plan runs the shop; texting starts on Pro.
