Estimates, invoicing & customer portal

Quote it. Send it. Get paid without asking.

Quote on site, text the customer a link they can open without a password, and let recurring work charge itself. Fewer hours on admin, faster approvals, and revenue that keeps arriving while you're out working.

Card & ACHAuto-charge recurring workNo login for customers
9:12 AMQuotedBuilt in the driveway · $480
9:31 AMApprovedTapped yes on the link — no login
2:36 PMInvoicedSame line items, nothing retyped
2:40 PMPaidCard, before the trailer's loaded
The customer portal

Two screens. One job.
No password between them.

You get the money view. They get a link — no account, no password, no app to download. One tap and they can follow the job, approve the quote and pay the bill. That's the service that gets you called back next season and recommended to the neighbour.

What you see
118 Maple StSpring cleanup · #1042$480Paid
27 Willow StWeekly mow · monthly plan$260Auto-charge
9 Sumac DrMulch install · #1039$615Paid
55 Poplar RdEstimate sent · awaiting approval$310Sent
Collected this week$1,355
What your customer sees — no login needed
Hi Jordan118 Maple St · opened from your text link
Next visit · Thursday 8:00 AMWe'll text when the crew is 20 minutes out
Estimate #1042 · $480Spring cleanup — ready for your approvalApprove & pay
Invoice #1039 · paidReceipt sent 12 May
Job history & photosBefore and after from every visit

They stop calling to ask. You stop calling to chase.

Recurring work

Set it once. It bills itself.

Weekly mows, monthly maintenance, quarterly service — the visits repeat and the card gets charged on completion. Every recurring customer you add becomes revenue that arrives on its own, which is how you grow the book without growing the office.

The part nobody misses: chasing.

Most of the money contractors lose to admin isn't the invoicing — it's the second, third and fourth ask. Recurring customers save their card once, and every completed visit settles on its own.

Weekly, biweekly, monthly or seasonal schedules
Card saved securely once, charged on completion
Receipts land in the customer's portal automatically
Predictable revenue you can hire and buy equipment against
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What it adds up to

Less admin. Faster money. Room to grow.

8+ hrs

A week back

No more writing quotes at the kitchen table, rebuilding invoices from job notes, or working out who still owes you. The paperwork happens while the work happens.

That's a full working day returned
3× faster

To get paid

Same-day invoicing and one-tap payment mean money lands while the job is fresh, instead of sitting in someone's pile. Recurring plans settle without an invoice at all.

Cash flow you can actually count on
More jobs

Without more office

Quoting takes minutes and billing runs itself, so the third and fourth crew don't need someone in the office to keep up. The admin stops scaling with the work.

Grow the book, not the overhead

The billing side is where most contractors quietly lose their evenings and their margin.

Everything else in the billing side

Built for the way money actually moves

An estimate being built in Lead Dog from saved rates

Estimates from saved rates

Your labour, materials, equipment and disposal costs are stored once, so a quote is picking line items rather than doing arithmetic on a notepad in the sun. Add photos, offer optional extras the customer can accept or skip, and send it as a secure link before you get back in the truck.

Approved online

No printing, no chasing a signature. They tap approve and the job can go straight onto the schedule.

Card, ACH or wallet

Customers pay however they like from the invoice, and it's recorded against the job the moment it lands.

Reminders that aren't you

Anything unpaid gets nudged on its own schedule, so you're never the person sending an awkward text.

Straight through to your books

Invoices, payments and expenses sync to QuickBooks as they happen, so month end isn't a second round of data entry. What you collected and what each job actually earned are both there without anyone rebuilding a spreadsheet.

A customer approving and paying an invoice from their phone
Straight answers

Questions contractors ask

They can see their upcoming visit, follow the job as it happens, approve estimates, pay invoices, download receipts and look back at photos and service history. There's no account to create and no password to forget — they get a unique secure link by text or email and it opens straight to their information. Removing that one bit of friction is the difference between an estimate approved in twenty minutes and one that sits for a week.
The customer saves a card once. After that, every completed visit on their plan is charged automatically and the receipt appears on their link. You don't send an invoice, they don't have to remember to pay, and nobody spends a Sunday evening chasing. For a business with a hundred recurring customers, that's the difference between a week of billing and none at all.
No. An approved estimate becomes the invoice with the same line items already on it. Adjust anything that changed on site, then send it. Nothing gets retyped and nothing gets forgotten.
Minutes, standing on the property, because your rates are already saved. Most contractors send it before they leave the driveway — which is usually the difference between winning the job and being one of three quotes.
Payments run through a certified payment processor, so card details are handled by them rather than stored by you. Customers get a secure checkout and a receipt every time.
Every feature is in every plan, starting at $39 a month — estimates, invoicing, the customer portal and recurring billing included. Standard payment processing fees apply to card and ACH transactions.
Ready when you are

Stop chasing.
Start collecting.

Estimates, invoices, a customer portal and recurring auto-billing — from $39 a month.

Start free trial

No credit card required • Cancel anytime