Send The Estimate. Collect The Payment. Close The Job.

Create and send professional estimates from the same system that captures the lead, books the appointment, and follows up — then collect payment on the spot with mobile point of sale.

Be visible where customers search

Capture & schedule every lead

Follow up & nurture every opportunity

Retain, review & reactivate

Track, attribute & improve

Professional Estimate Builder

Create itemized estimates with custom line items, quantities, pricing tiers, terms, and your branding — sent by email or text straight from the contact record.

Digital Approval & E-Signature

Customers approve and sign estimates online from any device. You're notified the moment they open it, approve it, or request changes.

Mobile Point of Sale

Collect payment on the spot with tap-to-pay cards, ACH bank transfers, and deposits — right from your phone or tablet, no separate card reader.

Invoices & Payment Plans

Generate invoices automatically from accepted estimates, offer payment plans for larger jobs, and track balances — all synced to the contact and pipeline.

Deposit Collection

Require or offer deposits on estimates to lock in the job before work begins — so you stop losing jobs to customers who change their mind.

CRM-Connected Quote-to-Cash

Every estimate, approval, invoice, and payment updates the contact and moves the pipeline forward automatically — no manual entry, no disconnected spreadsheets.

HVAC In-Home Estimate Workflow

After a technician's in-home visit, build a detailed estimate with equipment, labor, and parts line items on-site, send it by text or email before you leave the driveway, and collect the deposit before scheduling installation.

Salon Service Package Quoting

Create package quotes for bridal parties, multi-service bundles, or seasonal promotions, send by text, and collect deposits — no phone tag, no manual invoicing.

Estimate Tracking & Follow-Up

See exactly when a customer opens an estimate, and if they don't respond, the follow-up system chases it automatically until they approve, decline, or book.

How would an HVAC company use the estimates system?

After a technician completes an in-home diagnostic visit, they build a detailed estimate on-site — with equipment, labor, and parts as line items, warranty terms, and financing options — and send it to the customer by text or email before they leave the driveway. The customer opens it, reviews it, and approves it with a digital signature from their phone. The system collects the deposit automatically, updates the pipeline, and schedules installation — all without a second phone call or a paper invoice.

How would a salon use the estimates system?

A salon can create a service package quote for a bridal party — hair, makeup, trial runs, and on-site styling — with each service as a line item, send it to the bride by text, and require a deposit to hold the date. The bride approves and pays the deposit from her phone. The booking syncs to the calendar, the balance is tracked, and automatic reminders go out before the event — all from one system, no manual invoicing.

Can I collect payment on the spot?

Yes. The mobile point of sale lets you collect tap-to-pay card payments, ACH bank transfers, and deposits right from your phone or tablet. Whether you're in a customer's home or at the front desk, you can close the job and collect the money without a separate card reader or payment processor.

Do estimates connect to my CRM and pipeline?

Yes. Every estimate, approval, invoice, and payment syncs back to the contact record and moves the pipeline forward automatically. When a customer approves an estimate, the deal advances. When they pay the deposit, the job is locked in. The entire quote-to-cash flow stays in one connected system — no manual entry, no disconnected spreadsheets.

Can I see when a customer opens an estimate?

Yes. The system tracks when a customer opens, views, approves, or requests changes on an estimate — so you always know where it stands. If they don't respond, the follow-up system chases it automatically with timed reminders until they approve, decline, or book.

Can I require a deposit before scheduling the job?

Yes. You can require or offer deposits on estimates to lock in the job before work begins. The deposit is collected through the same mobile point of sale — by card or ACH — and applied to the final invoice automatically. This reduces cancellations and ensures the customer is committed before you schedule your crew.