Q→$Quote-to-Cash

How it works

Six steps, one place. Nothing gets retyped between them.

  1. 1

    Talk

    Add the customer and what they need. Notes and history stay on their record.

  2. 2

    Quote

    Build a quote yourself or let AI draft one from your prices. Offer Good / Better / Best options.

  3. 3

    Approve

    Send a private link. The customer approves and signs online, asks a question or requests changes.

  4. 4

    Job

    Convert the approved quote into a job, schedule it and send your crew out with field mode.

  5. 5

    Invoice

    When the work is done, create the invoice in one click — discounts and tax included.

  6. 6

    Get Paid

    Customers pay through your own payment link or you record cash and checks. Reminders go out automatically.

Ready to get paid faster?

Every new business gets 14 days of Professional free. No card needed.

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