Estimates
Branded estimates you can send from the job. Estimates turn into follow-ups, so a quote does not sit unanswered.
Estimates and invoices
Invoice out. Reminders handled.
Stellaris Ridge sets up estimates, invoices and reminders for owner-run businesses. The invoice goes out from your phone before you leave the job, and polite reminders follow on their own. Based in Tuscaloosa, Alabama; serving Alabama, the Southeast and the Midwest.
The problem
The work is done. The paperwork is not.
Plenty of owners finish the job, drive home, and do the paperwork on a Sunday night. The invoice goes out late. Then the chasing starts, and chasing is the part nobody wants to do to their own customer.
We move that work out of your evening. The invoice goes out from your phone before you leave the job. Reminders go out on their own, in polite words, so you are not the one making the awkward call.
It all runs through your CRM, Astrateris, so a job is typed in once and every step starts from it.
What we set up
From estimate to follow-up.
This is a build we offer. We set each piece up for your business, and every build is quoted before any work starts.
Invoices
The invoice goes out from your phone before you leave the job, in your name, with your details.
Polite reminders
Reminders follow on their own, so you are not the one chasing. The wording is set with you.
Recurring billing
For work you bill on a schedule, the invoice goes out on schedule without anyone remembering.
One entry, many steps
A job is typed in once in your CRM, and the estimate, invoice and reminders start from it.
A screen for what is late
See what is out, what is late and what needs a call, on one screen in your CRM. Part of being in command.
How it works
Four steps, mostly on their own.
Step 1 · Free
15-minute check
Tell us how estimates and invoices go out today and where it slips. We tell you what we would change first.
Step 2 · Quoted
We set it up
We build your estimate and invoice templates and set the reminder wording with you. Every build is quoted before any work starts.
Step 3
Invoice out
You finish the job and send the invoice from your phone.
Step 4
Reminders handled
Polite reminders follow on their own. Anything that needs a person lands on your late list.
With your accounting
Your books stay where your accountant wants them.
We do not ask you to switch accounting software. On the free check we look at how your books are kept today, then tell you how invoicing would fit next to them.
Questions
Fair questions.
Does this replace my accounting software?
No. Your books stay where your accountant wants them. We do not ask you to switch accounting software.
Will my customers feel pestered?
The reminders are polite, and we set the wording with you. They are written to sound like you, not like a collection agency.
Can I still send an estimate by hand?
Yes. The setup is there to save you time, not to take control away. You can always write one yourself.
Do I need your CRM for this?
The setup runs best in our CRM, Astrateris, because a job entered once feeds every step. If you already use something else, we look at it first and tell you honestly what makes sense.
What does it cost?
Every build is quoted before any work starts. The 15-minute check is free.
Start with a free 15-minute check.
A short call with Carl or Jarod. We look at one part of your week and tell you one thing we would fix.