Section-based estimates
Build clear proposals around how the work is sold.
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Financials
Keep every dollar connected to the job
Keep estimates, approvals, invoices, payments, and balances connected to the job.
What fixes the problem
Revision history
Preserve each quoted version and the current accepted scope.
Customer acceptance
Share, approve, sign, and download customer documents.
Progress invoicing
Create deposits, partial bills, and final invoices from the job.
Online payments
Collect supported card or bank payments from a secure link.
Live balances
Keep paid and due amounts tied to the invoice and job.
Questions
The details
Can Woodsystems handle estimate revisions?+
Yes. Revisions preserve the quote history while keeping the current commercial scope clear. Deposits, customer acceptance, and later billing can remain connected to the estimate chain.
Can an accepted estimate become more than one invoice?+
Yes. Woodsystems supports deposit, partial, progress, and final billing workflows while preserving the relationship to the accepted estimate and job.
Can customers approve and sign online?+
Yes. Customer-facing links can support review, acceptance, e-signature, document download, and available payment actions without exposing internal job information.
How are payments tracked?+
Payments can be recorded and applied to invoices so the amount paid and balance due stay current. Supported online transactions can return to the connected invoice and job.
Does Woodsystems replace accounting software?+
Woodsystems runs the operational financial workflow around the job. Supported QuickBooks Online synchronization can exchange eligible customers, products, invoices, payments, and hours with the accounting system.