The Problem
Most service businesses lose time and money between the quote and the job. You draft a quote on the phone, send it, wait for approval, then retype the same details into a job, schedule the visit, and build the invoice from scratch. That gap creates delays, typos, and missed follow-ups.
A plumber told us he was copying line items three times a day. A dental office lost a job because the approved quote sat in email for two days. When approval and job creation are separate steps, things slip.
How It Works
Your customer gets a mobile-first quote page with no login needed. They can see good-better-best options, watch the total update live, and approve with a typed name signature. You see when they view it, so no more guessing.
The moment they approve, a job card appears on your board and moves through Scheduled to En Route to In Progress to Done to Invoiced to Paid. The job comes pre-loaded with the services, materials, notes, and any deposit collected at approval. Your tech gets it on their phone with Start, On My Way, and Finish buttons, plus a place for photos and notes.
What It Means for You
You close the loop faster. Approval to first visit happens in minutes, not days. Your crew has the right details on day one, so there are fewer callbacks and clearer expectations.
Invoicing becomes simple. The invoice is pre-filled from the quote or job, with a public pay page and automatic reminders on day 3, 7, and 14. After the job is done, a review request is drafted for you to approve and send. Everything is included with your website and content engine.
Getting Started
Start by turning calls and chats into quotes with one tap approval. Once approved, let the job create itself and assign it to a tech on your calendar. Use checklists and photo uploads to keep quality consistent, and watch invoices and reviews flow automatically.