Every invoice, every order, in one place
Your portal follows each job from the first quote to the final receipt — so you always know what's been billed, what's been paid, and what's still owed.
From quote to payment
Each job moves through the same five stages. Your portal records where every one of them stands.
Quote
Send estimates
Approved
Client accepts
Invoice
Bill generated
Payment
Funds received
Receipt
Auto-sent
Professional invoices
Clean, itemized invoices your clients can read at a glance — generated straight from your portal.
Orders flow straight into your portal
When a customer places an order on your website, it flows directly into your admin portal. No manual entry. No missed orders.
Customer places the order
A customer checks out on your website and pays. The order lands in your portal the moment it's submitted.
It appears in your dashboard
Full order details show up in one queue — no copying from email, no re-typing into a spreadsheet.
Your team works the order
Staff move it through your own statuses as the job progresses, and the customer sees each update.
It closes and files itself
When the work is done the receipt goes out and the record is filed where your reports can find it later.
Connects to your stack
We wire your invoicing into the tools you already run on, so the same numbers show up everywhere.
QuickBooks
Sync invoices and payments directly to your accounting software.
Payment processing
Accept credit cards, ACH transfers, and online payments seamlessly.
Email receipts
Automatic receipts and invoice delivery to your customers' inbox.
Reporting
Revenue tracking, aging reports, and payment analytics at a glance.
Bring your billing into one place
Tell me how you quote, invoice, and track orders today, and I'll show you what that looks like inside a portal built for your business.
Map out my setupOr call directly: (207) 740-8801