Features
One tool covering the whole run from first quote to money in the bank, plus the money side most tools leave you to figure out in a spreadsheet. Browse by what you are trying to get done.
The full list
From first contact to signed yes, without the back and forth.
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 work out loud or in plain words, from a call or your phone between sites. The assistant maps it to your line items, works out the parts and hours, and drafts a ready-to-send quote you can adjust before it goes out.
240 starter line items across 24 industries, from IT and consulting to construction, marine, legal, and veterinary work, ready to drop into any quote. Edit prices once, reuse forever.
Bill big projects in stages. Collect the deposit when the client accepts, then invoice 30% at design sign-off and 25% at go-live, or whatever milestones fit the work. The portal tracks what’s billed and what remains.
Sell managed-service plans, 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.
Six billing modes per quote: deposit only, bill in full, invoice on completion, deposit plus completion, deposit plus progress stages, or a named milestone schedule printed on the quote. 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.
24 industry catalogs
Every category starts with ten editable quote items. General contractors, builders, and specialty trades are covered under Construction & Trades, while marine technicians and shipboard work have a catalog of their own.
A flexible starting catalog for independent service work.
IT consultants, managed services, support, and installations.
General contractors, builders, remodelers, and specialty trades.
Repair, maintenance, cleaning, landscaping, and field service.
Consultants, advisors, bookkeepers, and specialist practices.
Designers, studios, photographers, writers, and production teams.
Campaigns, content, SEO, social, and digital retainers.
Coaches, trainers, wellness providers, and recurring programs.
Repair, diagnostics, detailing, restoration, and mobile service.
Turnovers, inspections, maintenance, and owner services.
Design phases, site work, reviews, and consulting.
Tutoring, instruction, workshops, and learning programs.
Marine technicians, shipboard service, repair, and engineering.
Private practices, clinical services, and patient programs.
Advisory work, document services, matters, and retainers.
Protective services, assessments, monitoring, and training.
Flight services, instruction, maintenance, and consulting.
Farm services, field work, equipment, and seasonal projects.
Animal care, mobile services, procedures, and follow-up work.
Delivery, hauling, fleet services, and logistics support.
Planning, production, rentals, staffing, and event-day services.
Assessments, remediation, compliance, and field services.
Field service, inspection, maintenance, and energy consulting.
Catering, food service, venue work, and hospitality operations.
Quotes
Five fields, one screen. Drop in a client (or just type their email), pick line items from your library or pricing catalog, hit send. They get a professional branded PDF attached to an email with an accept link.
The moment a client accepts, the right Stripe invoice goes out. No manual invoice-building afterward. Pay-Now links appear at every client touchpoint: accepted page, receipt email, invoice notification.
Billing
Quote a $10,000 build, take a 25% deposit at acceptance, then bill 30% when discovery and design sign off and another 25% at go-live. You set the percentages, the portal does the math and keeps the running total honest.
Put a monthly retainer or care plan on the quote and the first month collects at acceptance, right beside the deposit. From month two it bills automatically. Costs the client pays other companies, like hosting or domains, show as estimates so they never look like your charges.
Codex
Connect your bank and Codex turns raw charges into real job profit, clean reports, and tax-ready numbers.
Link up to two business bank accounts and every charge flows in on its own. The AI sorts each one onto the right job or expense category, learns from your corrections, and asks instead of guessing when two jobs are equally likely. Big charges always wait for your say-so.
Profit and loss for any date range, cash flow month by month, and a one-click Excel tax summary organized by tax line. A “set aside for taxes” card keeps quarterly estimates from sneaking up on you.
Contracts
Build templates once, send in seconds, and let clients sign on any device. Every signature is captured with the timestamp, IP, and device, and bundled into a downloadable audit PDF.
Already on Docusign? Connect your account and route any contract through it. The portal stays in sync on its own: signed PDFs are pulled in and statuses update as people sign.
Every feature on this page is on both plans. The only difference is the transaction fee. 30-day free trial, and nothing is charged until it ends.
See Pricing →