Quote to cash
Between the site measure and the money there are usually five documents, and a person re-typing the same numbers into each. This page is one pipe: measure, quote, approve, do, claim, paid, each stage feeding the next.
Fig A · Six stages, one record. The number quoted is the number invoiced is the number paid
What it covers
One pipe, no re-typingHow it's built
Your best quote, templatedWe start from the best quote you have ever sent and turn it into the template every quote follows: your layout, your language, your terms. Variations are tracked properly, as amendments to the original with their own approvals, so the final invoice reconciles against what was agreed, line by line.
The pipe plugs into the rest of the set: acceptance schedules the job (job and fleet tracking), completion raises the invoice, the ledger reconciles the payment (accounting pipelines), and the customer watches it all happen in the portal (client portals).
What it replaces
The five documentsThe quote built in a spreadsheet from a guess, the invoice re-typed from the quote, the follow-up that never happens because everyone is busy, and the finished jobs that quietly go unbilled. For many businesses, the unbilled work alone justifies the build.
Asked every time
Common questionsOur quotes are a bit rough. Can you fix that too?
Yes, and it matters: the quote is often the first document a customer judges you on. Clean layout, plain language, itemised properly. Design is part of the build, not an extra. The designs page shows the standard we work to.
What about variations mid-job?
Raised from the field or the office, priced from the same price book, approved by the customer in the portal, and appended to the job's money trail. The final invoice shows the original plus each approved variation, so there is no dispute at the end.
Do the follow-ups make us look like debt collectors?
You write the tone once, or we draft it and you approve it. A polite nudge at the right moment, from your address, reads as a business that runs well. The rule only fires when the state says it should, and a human can always hold it.