Quote. Contract. Bill. Get Paid. This is the future of contracting.

Send a quote in under a minute: pick a client, drop in line items, hit send. The client gets a branded PDF and an accept link. They can accept, decline, or ask for changes online.

Describe the job out loud or in plain words, even from your phone between sites. The assistant maps it to your line items, estimates the materials, and drafts a ready-to-send quote you can adjust before it goes out.

240+ starter line items across 25 industries, from construction to legal to vet, ready to drop into any quote. Edit prices once, reuse forever.

Bill big jobs in stages. Collect the deposit when the client accepts, then invoice 20% here, 30% there as the work gets done. The portal tracks what’s billed and what remains.

Sell care plans and retainers right on the quote. The first month is collected the moment the client accepts, then billing repeats every month on its own.

Five billing modes per quote: deposit only, bill in full, invoice on completion, deposit plus completion, or deposit plus progress stages. The right Stripe invoice fires the moment the client says yes.

A pay button on the accepted page, in the receipt email, and on every invoice notification. Clients pay by card or bank transfer, and the money lands in your bank account directly.

Quotes can list costs the client pays other companies directly, like hosting or domain renewals, shown as estimates. Clients see the whole picture, and you never bill money that isn’t yours.

Batch invoicing for dozens of clients in one pass, recurring schedules, payment reminders, and late fees, flat or percentage, on autopilot.

Bill anyone a fixed amount with just their email. No project or quote needed. Great for a service call, a consult, or that one odd job that does not fit the usual flow.

Build your rates, terms, and billing cadence once as a plan, then attach it to any project. A generated billing schedule shows the client exactly what gets billed and when.

Every invoice, payment, refund, and adjustment is written to a permanent record that can’t be edited or deleted. When there’s ever a question, your numbers hold up.

Set your business name, accent color, logo, and email domain. Every page, invoice, and notification carries your identity, not ours.

Build, send, and digitally sign contracts in-house. Saved signatures, versioned templates with one-click rollback, and a tamper-evident history baked in.

Add a co-signer, witness, or company countersigner. Parallel signing, abandoned-form recovery, and a downloadable audit PDF for every signature.

Already on Docusign? Push any contract through it. Signed PDFs flow back into the portal and statuses update on their own, with no extra clicks.

Start and stop work sessions with one click. Track billable and non-billable hours across unlimited projects and clients, and invoice straight from tracked time.

Jobs, deadlines, and appointments show up in Google Calendar, and edits flow back both ways. One calendar, always current.

Invite your office staff with their own logins. Everyone works from the same client list, calendar, and billing pipeline.

Clients approve extra billable hours, budget overruns, and job expenses before you charge them. Transparent, no surprises.

Share project files, post updates, and keep a threaded conversation with each client, all in the portal, with alerts when something needs you.

Dashboards for client health, revenue trends, billing pipeline, and per-project profit. Set monthly, quarterly, and yearly targets and watch progress. CSV exports built in.

Ask your own portal anything. “Who owes me money?”, “Where are the notes for this client?” Point it at your website once and it learns your services and pricing, so answers sound like your company.

Your clients get an in-portal assistant that answers their questions about balances, requests, and project files. Leave private notes about how a client likes to be treated, and it matches their tone.

Already talk to an AI assistant every day? Connect it to your portal and ask it to pull up a client, start your timer, or draft and send a quote while you drive.

Plug in your own key from Claude, ChatGPT, Gemini, or Grok by xAI, or point it at a model you host yourself. You control the cost and the privacy, with no markup on AI usage.