Estimates & triggers
M·02a — Estimate
- Branded estimate templates with one-click send
- Job-close → invoice automation trigger
Part of Be In Command — every job, dollar, and invoice in one cockpit. (205) 831-8876
01
Cash velocity math
Basis: owner-operated shops
Money earned is not money collected.
The job finishing and the check clearing are two different steps. The gap between them is where cash gets lost — quietly, for weeks.
01
<5 min estimate to inbox
Quote captured at the truck, polished doc in the customer inbox before they finish their coffee. Speed kills indecision.
02
auto invoice on close
Job marked done in the field → invoice generates, payment link attached, sent to the customer. No more end-of-week paperwork pile.
03
7/14/21 reminder cadence
Embedded payment links plus a reminder schedule that fires on days 7, 14, and 21 until the invoice clears. Nobody has to remember to chase it.
04
0 forgotten invoices
Aging buckets watched by automation, not by memory. Reminders fire on schedule until the invoice clears or escalates.
The work is done. The cash shouldn’t still be waiting on a reminder you forgot to send.
02
How it runs
Four steps
From estimate to cleared payment.
Four steps, mostly automatic. The tech marks the job done and the cash-collection sequence runs itself from there.
01Estimate capturedTech inputs scope on the tablet or the office captures it from the call. Auto-formatted, branded, sent same day.
02Job closesStatus flips to complete in the CRM. Invoice triggers in real time with embedded payment link and tax handling.
03Reminders fireDay 7, 14, 21 reminder cadence. Polite, branded, escalates wording with each step. Auto-stops on payment.
04Owner sees moneyDaily digest: invoiced today, collected today, aging risk. Your accountant gets a tidy export.
03
What’s in the build
Eight pieces
The whole pipeline. Cash in. Books clean.
Eight pieces, wired together and maintained by us. Estimates, payments, reminders, and sync — your accountant gets a tidy export.
Payments & math
M·02b — Payment
- Embedded Stripe / Square payment links
- Sales tax handling and line-item math
Reminders & delivery
M·02c — Reminders
- Auto-reminder cadence on aging invoices
- Multi-channel delivery (email + SMS link)
Reporting & sync
M·02d — Sync
- Daily owner digest of cash position
- Accountant-friendly QuickBooks/Xero sync
04
Questions
Common invoicing questions.
Common invoicing questions.
Does this replace my accounting software?
No. It connects to QuickBooks, Xero, or whatever you already use. Automation lives in the CRM/ops layer; bookkeeping stays where your accountant wants it.
Can my customers still pay by check?
Yes. The link gives them card and ACH options; the invoice itself shows mailing address and remit-to terms. We make digital easier, but old-school still works.
What if the job needs adjustment?
Estimates and invoices are always editable up until send. After send, change orders generate a new doc with a clean reference back to the original.
How does sales tax work?
Configurable per service category and per location. Rules-based — set it once with your accountant and the system applies it correctly forever.
Will my customers feel pestered?
Reminder cadence is calibrated polite-to-firm: a soft nudge at 7 days, a clearer ask at 14, a final notice at 21. Escalation tone is set with you and stops the moment they pay.
How fast can it go live?
Most invoice automations are live in 7 to 10 business days: templates branded, payment processor wired, reminder cadence approved, integrations tested.
Compress days-to-pay
See how much cash is sitting uncollected.
Thirty minutes. We pull your aging buckets, count the slow invoices, and price the system against the cash hole.