Security you don't have to think about
We take protecting your business and your customers seriously.
Your data stays yours
Each business's information is kept separate. Other businesses can never see it.
The right access for each person
Give your team only the access their job needs — field crews see their assigned jobs, not your finances.
Locked approvals
Once a customer approves and signs a quote, it can't be edited. Totals and payments can't be changed by hand.
Private customer links
Quote, invoice and portal links are long, unguessable and private to each customer.
Private files
Logos, job photos and documents are stored privately and only shared through short-lived links.
AI that asks first
The assistant only reads your own business's data and never makes changes without your confirmation.
Activity history
Important actions are recorded so you can see who changed what, and when.
Quote-to-Cash does not currently hold third-party compliance certifications.
Ready to get paid faster?
Every new business gets 14 days of Professional free. No card needed.