Smart Invoicing & Estimates

Create professional estimates and invoices on-site, with digital payment options for faster payments and improved cash flow.

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Trade professional creating an estimate on a tablet

Key Features

Our smart invoicing solution helps you create professional estimates, streamline approvals, and get paid faster.

On-Site Estimates

Create professional estimates on-site with accurate parts pricing, labor calculations, and markup options.

Digital Payments

Accept credit cards, ACH transfers, and mobile payments on-site or through emailed invoices.

Digital Approval

Collect customer signatures electronically for estimate approvals and completed work verification.

Recurring Billing

Set up automatic recurring invoices for maintenance contracts and service agreements.

Custom Templates

Professionally branded invoice and estimate templates with your logo, colors, and terms.

Financial Reports

Track payments, overdue invoices, and estimate conversion rates with detailed reporting.

Benefits for Your Business

Our clients report significant improvements in cash flow and operational efficiency after implementing our smart invoicing solution.

65%

Faster Payments

Reduce average payment time from 45 days to just 15 days with digital invoicing and payment options.

32%

Higher Estimate Conversion

Professional estimates with clear details and quick delivery improve conversion rates.

87%

Reduced Disputes

Clear documentation and digital signatures significantly reduce payment disputes and misunderstandings.

12

Hours Saved Weekly

Automation of invoicing, payment processing, and reconciliation saves on average 12 hours per week.

Success Story: Martinez Plumbing Co.

How a family-owned plumbing business transformed their cash flow

Martinez Plumbing Co. was struggling with delayed payments, paper-based estimates, and time-consuming invoice creation. After implementing our smart invoicing solution:

  • Reduced average payment time from 52 to 9 days
  • Increased cash flow by 43% in the first three months
  • Boosted estimate-to-job conversion rate from 62% to 85%
  • Eliminated 15 hours of weekly administrative work
"The invoicing system has completely changed our cash flow. We're getting paid faster, with fewer disputes, and my office staff spends less time on paperwork. Best investment I've made for my plumbing business in years." Sarah Martinez, Owner
Plumber creating an invoice on tablet with customer

Ready to Improve Your Cash Flow?

Schedule a free consultation to see how our smart invoicing solution can help your specific business needs.