How it works

From estimate to paid invoice

A clear contractor workflow — create, send, sign, invoice, and collect — without spreadsheets or chasing PDFs.

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Platform workflow

Five steps your team and clients understand

This page explains the full path. It is not another homepage overview.

Step 01

Create the estimate

Build a detailed, branded estimate with line items, notes, photos, and optional upgrades while you are still on site or back in the office.

Itemized scope clients can understand
Saved items speed up repeat work
Professional layout that builds trust

Step 02

Send a secure link

Email one magic link instead of messy attachments. Homeowners open the estimate on any device — no app install required.

One link for review and approval
Works on phone, tablet, and desktop
Keeps the conversation tied to the document

Step 03

Collect the signature

Clients approve digitally with a timestamped signature so your team knows the job is locked and ready to move forward.

Clear approve action for homeowners
Timestamped digital signature
Less back-and-forth over “are we good to go?”

Step 04

Convert to invoice

Turn the approved estimate into a branded invoice in one step — no retyping totals, line items, or client details.

One-tap convert from signed work
Due dates and totals stay clean
Invoice stays linked to the original estimate

Step 05

Track and get paid

Watch status, follow up with context, and keep outstanding balances visible until the job is collected.

Sent, viewed, and outstanding status in one place
Follow-ups tied to the real invoice
Payment collection path ready as you grow

For your crew

What contractors get in the flow

One workflow from quote to invoice — not five disconnected tools
Field-friendly create and send on mobile or web
Client history stays attached to every document
Less time rebuilding paperwork after every approval

For homeowners

What clients experience

Open the estimate on any device with one link
See clear totals, options, and branding
Sign without printing or scanning
Receive the invoice from the same trusted flow

Next step

Ready to run this workflow on a real job?

Start free, or explore individual features if you want a deeper dive first.

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