Sending quotes, tracking their status, and getting invoices out and paid without chasing customers manually.
Quotes are generated from your real pricing, professionally branded, and sent straight to the customer. From your dashboard you can see exactly when a quote was viewed and whether it's been accepted, so you're never guessing whether a customer has actually looked at it.
Once a customer accepts a quote, it automatically becomes a booked job on your calendar — there's no separate step to manually create the job or re-enter the details. If you've got staff, it can also be assigned automatically based on who covers that job type or area.
Invoices go out automatically the moment a job is marked complete. From there, follow-ups run on a fixed sequence — day 7, 14, 21 and 30 — starting polite and getting firmer, so you're not the one making an awkward phone call. Anything that needs to escalate to a formal notice is drafted for your approval first.
Your quote and invoice templates carry your branding automatically. You can see exactly what a customer receives on the Templates page — the standard quote, the standard invoice, and the monthly business report are all viewable as real examples.