workflows / 01 of 05
From the first quote request to money in your account, in one place. No re-typing the same customer three times, no chasing invoices.
the tool: Quote to Invoice Tool · $500 one-time setup · $25/mo hosts all your workflows
A customer asks for a quote on your website or over the phone, and it lands in one place instead of scattered across texts and voicemails.
Their name, number, address, and job details are saved once. You never type them in again.
Build the estimate from your own prices and send it in a few taps, from the truck if you need to.
When the customer says yes, the estimate becomes a job on your schedule.
The customer gets a reminder text before you show up, so fewer people forget they booked.
When the job is done, the estimate turns into the invoice. Nothing to rewrite.
The customer pays online from the invoice, and the job is marked paid.
The Quote to Invoice Tool is one app that holds your customers, estimates, jobs, and invoices, built around the way you already quote and bill. It runs in any browser, on your phone or your computer.
$500 one-time setup. A flat price for the workflow, set up around how you already work. You know the number before anything starts.
$25/mo covers hosting for all of your workflows. One fee whether you run one workflow or four, so adding another one doesn’t add another monthly bill. (The AI Front Desk runs on its own AI Care Plan.)
First month free. Starting the day it’s delivered, use it for real. Anything that needs fixing or adjusting in that first month is on me.
Small updates stay free. After that, up to 30 minutes of updates a month cost nothing. Bigger changes run $75/hr.
Your data stays yours. I keep it running, backed up, and updated, and your data is encrypted with a password only you hold. How custom software works.
Try a sample version with made-up data. Nothing you type is sent or saved.
A flat $500 to set up. Then $25/mo covers hosting for all of your software workflows, so a second or third workflow doesn’t add another hosting fee. The first month of fixes and adjustments is free.
No. I set it up around how you already run jobs, then we adjust it during the first month while you use it for real.
Yes. Each invoice has a way to pay online, and the job is marked paid when they do.
Yes. Most people start with the workflow that costs them the most time or money, then add others. The $25/mo hosting covers all of them.
Call or text me. No ticket queue.
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