Section-based estimates
Build clear proposals around how the work is sold.
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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.
The details
How do revisions work?+
A revision keeps the previous version and marks the current one as primary. Deposits, acceptance and invoices follow the primary revision.
Can one estimate become several invoices?+
Yes. A payment schedule raises a deposit, progress invoices and the balance at the milestones you set, or when you press Bill now.
Can customers accept, sign and pay online?+
Yes, from one link with no login: review the current revision, accept, sign if asked, and pay by card or bank on the same page.
How are payments tracked?+
Every payment, refund and credit sits on the invoice and the job, and the balance updates the moment it is recorded. Online payments record themselves.
Does it replace accounting software?+
No. Customers, estimates, invoices, payments and hours sync with QuickBooks Online every night, and QuickBooks stays the ledger.