From a signed quote to a paid invoice, one thread.
Quotes go out with e-signature, optional add-ons, and a deposit option — and get a friendly automatic nudge if they sit unanswered. Accepted quotes convert to jobs in one click, and finished jobs invoice in one click too, pulling every price from the same price book.
A quote with line items and a deposit, waiting on the client's signature.
How it works
Build the quote
Line items and optional add-ons come straight from your price book; add a deposit if you want the job funded up front.
The client signs from their phone
They review, toggle any optional add-ons, and e-sign. No follow-up call needed — and if they go quiet, WorkBench nudges them at 3 and 7 days.
Accepted → job → invoice
One click turns the quote into a job. Finish the job, send the invoice, and the client pays from a link on their phone.
What's included
All of it is in the free plan, for every seat on your team.
Quotes with e-signature
Line items, optional add-ons the client can toggle, discounts, and deposits. Clients review and sign from their phone; accepted quotes convert to jobs in one click.
Quote follow-ups
A quote that sits unanswered gets a friendly nudge at 3 and 7 days, automatically. No more spreadsheet of “need to call back.”
Deposits up front
Collect a deposit at quote approval — card or bank transfer — so the job is funded before the truck rolls.
One-click invoicing
Finish a job, send the invoice. Clients pay from a link on their phone; deposits and partial payments are first-class, not a workaround.
Products & services price book
Your services live in one price book with set rates — quotes and invoices pull from it, and a service can be marked recurring to start a plan automatically when it sells.
Questions
Can a client approve a quote from their phone?
Yes — line items, optional add-ons they can toggle, discounts, and deposits all show clearly, and the client reviews and signs right from their phone. An accepted quote converts to a job in one click.
What happens if a client never responds to a quote?
It gets a friendly automatic nudge at 3 and 7 days — no spreadsheet of "need to call back," no quote quietly going cold.
Do quotes and invoices share pricing?
Yes. Services live in one price book with set rates; quotes and invoices both pull from it, so a price change updates everywhere at once instead of needing to be re-typed.
Can I collect a deposit before the job starts?
Yes — a deposit, card or bank transfer, can be collected right at quote approval, so the job is funded before the truck rolls.
Keep exploring
All of it, free — for your whole team.
No tiers to climb and no seats to count. Apply, and we'll onboard your company personally.