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).
Get paid online, by card
Send an invoice and let the customer pay it by card in a couple of taps. No account, no phone call, no waiting for a check in the mail.
Every invoice carries a secure, branded pay link the customer can open on any device.
The customer pays by card without ever creating an account or logging in.
Once paid, the invoice marks itself paid and the pipeline card moves to Paid automatically.
Connect your own payment account once in settings, powered by Stripe, and funds go straight to you.
Insurance and bonding summary
Owners, schools, and general contractors constantly ask for proof of insurance and bonding. Produce a clean, branded one-page summary in seconds instead of digging through a filing cabinet.
A one-page PDF, branded with your logo, listing your active insurance policies and bonds.
Each line shows the coverage type, the policy or bond number, the limit, and the expiration date.
Policies are flagged as active or expiring with days remaining, so nothing lapses unnoticed.
Clearly labeled as an informational summary rather than a certificate of insurance, so it sets the right expectation with the requester.
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.