Quotes and invoices
Create quotes and invoices from the same place as your appointments and customer records, track payments, and sync to Xero, QuickBooks and FreeAgent when needed.
If quotes, invoices, certificates and customer records live in separate systems, small jobs create a surprising amount of admin. Details get retyped, payment status is harder to check, and accounting takes longer.
Prepare quotes without retyping the same customer and job details.
Keep invoice and payment status visible alongside the customer history.
Keep certificates, quotes and invoices together so each job has a clear record.
Use Xero, QuickBooks and FreeAgent support when you want your records in your accounts.
Create a quote for sweep or install work from the customer record.
Complete the appointment and any certificate or warning notice.
Raise the invoice, track payment and sync accounting records where supported.
Start a 30-day free trial and see how certificates, reminders, quotes, invoices and customer records fit together for your sweep or installer business.
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