Manage individual and company customers with contact details, sales representatives, addresses, and reliable information.
Search before creating a record, use structured forms and address assistance, and import or export authorized data.
Explore the customer flow.
Build a consistent catalog of products and services with the classifications, costs, markup, prices, and images your estimates need.
Browse by category, subcategory, or manufacturer, maintain reliable pricing, and add selected items directly to estimate areas without re-entering information.
Explore the item catalog.Create clear, customer-ready estimates with work areas, products, labor, dates, discounts, taxes, notes, and totals.
Reuse templates, review the public view, send the proposal, and convert approved work while preserving its commercial context.
Explore the estimate workflow.Create and manage invoices with customer details, products or services, dates, taxes, discounts, notes, and clear totals.
Record partial or full payments, keep paid amounts and balances visible, and verify the customer document before sharing it.
Explore invoicing and payments.Save reusable estimate structures with areas, products, labor, quantities, prices, taxes, descriptions, and notes.
Start recurring proposals faster while keeping every imported template editable for customer-specific review.
Explore estimation templates.Analyze invoice activity by date with clear counts, totals, paid amounts, balances, and payment-based statuses.
Open source invoices, refresh recent results, and export the filtered data after verifying the period and selection.
Explore invoice reporting.Review estimate performance by period and status with visible counts, subtotals, taxes, and totals.
Use date and status filters, open the source estimate for context, and export the exact result set shown on screen.
Explore estimate reporting.