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Estimates & invoices

Quote it. Sign it. Get paid.

Send estimates customers can choose from and sign on their phone, take a deposit before the work starts, and get paid online when it's done. Switch on reminders and overdue invoices chase themselves.

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  • E-signatures
  • Card payments
  • Payment reminders
Three phones showing a customer choosing a package, signing an estimate and paying an invoice

Estimates

Give them a choice, not a take-it-or-leave-it

Build good, better and best options on one estimate, mark the one you recommend, and add optional extras. Customers pick on their phone and the total updates as they go.

  • Good, better and best packages, with your pick pre-selected
  • Optional add-ons customers can tick
  • Discounts by percentage or dollar amount
  • A valid-until date on each estimate, a month out by default
The estimate builder with good, better and best packages beside the customer view on a phone

Approval

Signed and deposited before you break ground

Customers approve by typing or drawing their signature. Ask for a deposit and they pay it right there, then take it off the final invoice when you bill the work.

  • Typed or drawn signature, with a record of what they agreed to
  • Deposits as a percentage or a fixed amount
  • Apply the paid deposit to the final invoice
  • Turn an approved estimate into a job, already filled in
A customer signing an estimate on a phone, and the approved estimate with its deposit paid

Invoices

Get paid the day the work is done

Every invoice has its own payment link. Customers pay by card online and can add a tip for the crew, and you can see when they've opened it.

  • Card payments through your own Stripe account
  • An optional tip for the crew
  • See when the customer opened the invoice
  • Any invoice or estimate as a PDF
A past-due invoice in the office beside the customer payment page with tip options

Getting paid

Stop chasing payments

Overdue invoices can email the customer a reminder on a schedule you set, and a late fee can be added after a grace period. The outstanding report shows who owes what, oldest first.

  • Optional reminder emails on the interval you pick, up to a limit you choose
  • Late fees once or monthly, and you can waive them
  • Remind or record a payment straight from the list
The outstanding invoices report, oldest first, with remind and record payment buttons

Also included

Less time on the books

Recurring visits bill themselves

Weekly or monthly work can create its own invoices as visits are finished.

Batch invoicing

Put every client's completed, unbilled jobs onto one draft invoice each, in one go.

QuickBooks Online sync

Invoices, payments and voids can push to QuickBooks automatically.

Customer portal

Turn on the portal and customers can sign in to see their invoices and jobs, and ask for new work.

Refunds stay in sync

Refunds made in Stripe show on the invoice, and QuickBooks is updated too when auto-sync is on.

Export to CSV

Download your invoice list, filtered the way you need it.

Estimates & invoices questions

No. They get a link by email and can choose, sign and pay from it. If you turn on the customer portal, they can also sign in and see everything in one place.

Payments go through your own Stripe account, so Stripe's standard card processing fees apply and the money goes straight to your bank account.

Their typed or drawn signature, the exact wording they agreed to, the time, and the IP address and device they signed from. It's all shown on the estimate, and the PDF carries the signature, time, IP address and wording.

Yes, QuickBooks Online. Invoices, payments and voids can push automatically or one at a time, and with auto-sync on, refunds are reversed to match.

Send your next estimate from Framework

Build it, send it, get it signed and get paid, all from one place.

Get started Talk to us