Module 03 · Quotes, invoices and getting paid

Quote faster. Get paid sooner.

Turn a call or site visit into a clear quote. Turn the finished job into an invoice. Chase the money for you.

Sound familiar?

The problem

Quotes get written late at night. Some never get sent. Invoices go out a week after the job, and chasing payment is the job nobody wants.

What it does

Draft quotes for you
The AI drafts a quote from the job details and your price list. You check it and send it.
Clean, branded documents
Quotes and invoices with your name, terms and line items, ready to send by email or text.
Quote to job in one tap
When the customer says yes, the quote becomes a job on the board.
Invoice on completion
Finished job? The invoice is ready to go, built from the quote and any changes on the day.
Online payment links
Customers can pay by card from the invoice. Payment provider options are confirmed on the demo (TBC).
Polite reminders
Overdue invoices get friendly, firm reminders on a schedule you set.

How it works

Load your prices
We set up your services, rates, terms and how you like documents to look.
Quote and win
Draft, check, send. Follow up on quotes that go quiet.
Invoice and collect
Invoice when the work is done and let the reminders do the chasing.

See it in a day

Illustrations of how a firm might use it. Not real customers.

Questions

Does it work with my accounting software?

Integrations are confirmed case by case on the demo call (TBC). Tell us what you use.

Will the AI send quotes without me seeing them?

Only if you want it to. By default, you check and approve before anything goes out.

Pairs well with

Jobs, scheduling and dispatch
One place for every job. Book it, schedule it, send the right person and keep the customer in the loop.
Automatic lead follow-up
Texts and emails that go out on time, so leads and quotes don't go cold while you're busy on the tools.
Owner dashboard
Calls, leads, jobs, quotes, invoices and paperwork in one view. Plus a daily briefing written in plain words.

Book a short demo. We'll show you the modules that fit your work, hear the AI phone in action and go through pricing for your setup.