Invoices that match the proposal. Reports that match reality.
Generate an invoice straight from the signed work order. The invoice mirrors the signed proposal — every line item, quantity, unit rate, and scope note carried through. Then, with the Construction CFO module, see your AR aging, customer statements, and per-customer profitability without exporting anything to a spreadsheet.
Itemized invoices, every line item from the signed proposal carried through.
Every proposal, invoice, and customer statement goes out as a clean PDF branded with your own company logo, on every tier. Upload your logo once in Company Settings.
Email delivery with formatting preserved.
AR aging, current, 1-30, 31-60, 61-90, 90+ (in the Construction CFO module).
Customer statements for any date range (in the Construction CFO module).
Profitability by customer (in the Construction CFO module).
QuickBooks, IIF and CSV exports, plus an Accountant's Packet PDF (in the Accounting Bridge module).
Ready to see it on your own fields?
Invite-only onboarding. Guided setup, data migration, and crew training included.
Invite-only onboarding, we work with a select number of companies so every setup gets proper attention.