Expansion Module
Invoicing & Estimates
Never lose revenue due to a forgotten estimate again
$250/mo
The Invoicing & Estimates module adds the ability to send invoices and estimates directly from our platform, as well as accept payments through a number of payment gateway providers. This module also comes with nurturing automations with customized messaging based on the status of the document. Forgotten estimates are a massive cause of lost revenue for businesses, and this module ensures no estimate goes forgotten.
What's Included
✓ Custom invoice designer
✓ Custom estimate designer
✓ Automatic nurturing sequences
✓ Invoice notifications
✓ Integrated payment gateways
✓ Status-based messaging in nurture automations
✓ Expired / Declined reclamation automations
✓ Multi-channel follow-up (SMS + email)
How it works
✉️
Unviewed
Every sent invoice or estimate goes into a nurturing sequence with strategically timed periodic reminders.
👁️
Viewed
Reminder messaging is customized based on the customer having viewed the document, but not accepting it yet.
⌛
Expired
When an estimate expires, our automations try to bring them back into your pipeline - customized to however you wish to handle expired estimates.
❌
Declined
Declined estimates are rare and typically happen when there's miscommunication. Our automations handle the followup to try to save the deal.
✅
Accepted
Our system automatically notifies you when an estimate has been accepted and can even handle booking the job for you.