Estimates & Invoices

Quote the work. Get approval. Get paid.

Create professional estimates, convert them to jobs, invoice from the field, and track what's paid.

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Professional documents Faster field invoicing Payments stay connected
PAID TODAY$1,875
OUTSTANDING$3,240
FROM PRICE TO PAYMENT

Keep the money side of every job moving.

Give the office and field one connected workflow for quoting work, collecting approval, finishing invoices, and knowing exactly what has been paid.

Professional estimates

Build clear, branded estimates with services, quantities, options, taxes, terms, and customer details.

Consistent price book

Use saved services and pricing so the office and field quote work the same way.

Estimate-to-job conversion

Turn approved work into a scheduled job without re-entering the customer, property, or scope.

Invoice from the field

Finish the invoice while the work is fresh and send it before the technician leaves.

Payment tracking

See what is due, overdue, partially paid, or complete from one organized view.

Connected financial history

Keep every estimate, invoice, payment, and job attached to the customer record.

PROFESSIONAL ESTIMATES

Build a clear scope the customer can understand.

Create the estimate from customer and property details already in Pro Suite. Add services, quantities, pricing, taxes, notes, and terms in a clean document ready for approval.

  • Quote consistentlyUse saved services and pricing instead of rebuilding common work.
  • Present the work clearlyShow the customer exactly what is included and what it costs.
  • Keep approval connectedThe accepted scope stays with the customer, property, and future job.
Create your first estimate

Pro Suite MechanicalService you can count on

ESTIMATE#EST-1048
PREPARED FORRobert Thompson123 Main Street · Greenville, NC
DATEMay 16, 2026Valid for 30 days
SERVICEQTYPRICEAMOUNT
Air conditioning repairDiagnose and replace failed capacitor1$285.00$285.00
System performance tune-upFull inspection, cleaning, and testing1$149.00$149.00
Surge protectionOutdoor unit protection and installation1$219.00$219.00
Subtotal$653.00
Tax$45.71
Total$698.71
Send estimate Ready for approval
ESTIMATE #1048Approved$698.71
JOB #2087ScheduledMay 20 · 9:00 AM
INVOICE #2087Ready to sendScope and pricing carried forward
APPROVAL TO JOB

Turn approved work into action without entering it twice.

Convert the accepted estimate into a scheduled job with the customer, property, scope, pricing, and notes already connected. When the work is complete, turn that same record into the final invoice.

Carry the approved scope forwardThe technician sees exactly what the customer accepted.

Schedule the work immediatelyMove from approval to a real opening on the team calendar.

Keep one financial historyThe estimate, job, invoice, and payment stay connected.

INVOICE FROM THE FIELD

Finish the paperwork before the truck leaves.

Technicians can confirm the completed work, add final materials or approved changes, collect a signature, and send the invoice while the visit is still fresh.

Bring invoicing into the field
INVOICE #INV-2087Robert Thompson
Ready to send
Work completed Customer signed Send invoice
Total due$698.71Due upon receipt · Card, ACH, or check
Preview Send invoice
PAYMENT STATUS

Know what is paid—and what still needs follow-up.

See invoice status inside the connected customer and job record. Your office can quickly identify balances that are open, overdue, partially paid, or complete without comparing spreadsheets.

Track every invoice
ESTIMATE TO PAID

One clean financial workflow for every job.

01

Create the estimate

Build a clear scope using customer, property, service, and pricing details.

02

Get approval

Keep the customer's accepted scope and price attached to the record.

03

Complete and invoice

Convert the estimate to a job, finish the work, and invoice from the field.

04

Track payment

See open, overdue, partial, and paid invoices without separate spreadsheets.

READY TO SPEED UP CASH FLOW?

Keep every dollar connected from estimate to payment.

Start a 14-day free trial and bring estimates, approvals, jobs, field invoices, and payment tracking into one operation.

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