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Finance

Quote and invoice without leaving the platform

Branded PDFs, online payments, auto-invoicing on job completion and accounts receivable that chases itself.

11 days
faster average payment
100%
branded with your logo, colours and watermark
1-click
from completed job to invoice

Why teams switch

Auto-invoice on completion

The moment a job is signed off, a draft invoice is ready to send.

Online payment links

Stripe-powered pay-now buttons on every invoice. Customers settle in seconds.

AR dashboard

See overdue, aged debt and DSO at a glance. The system chases unpaid invoices for you.

How it works

01

Build the quote

Pull from saved items, set rates, attach your terms.

02

Send and track

Customer opens, you see it. They sign, you know.

03

Auto-convert

Won quote becomes a job. Completed job becomes an invoice.

04

Get paid

Pay-now link plus automated chasing — without the awkward calls.

What's in the box

Drag-and-drop quote builder
Saved line items and rate cards
Branded PDF preview and download
Stripe payment links
Recurring invoices
Aged debt and AR KPI dashboard
"Our DSO dropped from 47 days to 33 in the first quarter."
Finance Manager · Commercial M&E contractor

Integrates with

XeroQuickBooksSageStripeGoCardless

Pairs well with

Ready to roll out Quotes & Invoicing?

Free for 30 days. No credit card. Real onboarding from a human.

4.9/5 from 120+ field service teams

  • NorthStar Refrigeration
  • Harrow Mechanical
  • Brightway FM
  • PECO Cold Chain
  • Aldridge HVAC
  • Crown Plumbing