Estimates & Payments
From a clear quote.
To a good day’s pay.
You’ve done the work. Keep the estimate, the invoice, and the money coming in connected to it.
A clear choice starts here.
Lay out the scope and offer proposal options. Your customer can choose the work that fits.
EstimateEST-1042
Oakridge garden
Prepared for Avery Morgan
- Surface preparation
- $1,200
- Patio refinishing
- $2,400
- Fence restoration
- $1,200
Proposal total$4,800
Project #1042Avery Morgan
Estimate: Patio + fence, $4,800.
A friendly nudge.
With the right number.
A deposit came in. There’s still a balance. Send a payment reminder by email or text, with the amount due and a link to pay.
Pinecrest office
INV-1086- Invoice total
- $4,800
- Deposit received
- −$1,200
Remaining balance$3,600
To Casey Lee
Hi Casey, a quick reminder that $3,600 remains on your Pinecrest office invoice.
View invoice & pay
Online payments require payment setup. Processing fees and your plan’s communication usage apply.
Every detail.
Right down to the last line.
Work through proposals, line items, and invoice details in the same workspace as the customer and the project.
Sales preview
A silent recording. Open estimates and invoices in the Garrison sales workspace This recording explores estimates, agreements, invoices, and their document detail pages.Good work. Clear paperwork.
Bring it all together