Quote → invoice → paid.
A connected pipeline that turns scoped work into branded PDFs, tracks payment, and chases late invoices for you. Plus budgets that compare planned vs actual without a spreadsheet in sight.
The pipeline
- Quote — what you propose to a client, with line items and tax
- Budget — what you plan to spend internally (labor + materials + buffer)
- Invoice — what you bill once the work happens
- Payment — Stripe, bank transfer, or manual entry — all reconciled in one place
Each stage flows into the next. Approve a quote and it generates a draft invoice; mark an invoice paid and the project's billing status updates.
Quotes
Build a quote from a billable item library or from scratch. Items support quantity, unit price, tax, and a per-line description. Once sent, the client gets a public URL with a one-click Approve button — no login required.
Invoices
An invoice is essentially a finalized quote with payment terms. PDFs are generated server-side using your branded template (logo, colors, footer copy). Public-facing URLs let clients pay via Stripe or download the PDF without an account.
- Auto-numbered (configurable prefix per workspace)
- Tax inclusive or exclusive — set per line or globally
- Reminder emails on a schedule you choose
- Partial payments + write-offs supported
Budgets
Budgets sit alongside the project, not on top of it. Plan your cost lines (labor, gear rental, catering, contingency), let actuals flow in from the schedule and external receipts, and watch variance in real time. Variance over a threshold flags the project as over-budget.
Payments and reconciliation
Connect Stripe under Settings → Integrations → Stripe and invoices accept card and ACH out-of-the-box. For bank transfers, log payments manually or import a CSV export.