Estimates & Invoices
Create and send professional estimates and invoices directly from SMS. Customers sign and pay with one tap.
- →Create professional estimates from text conversations — AI generates line items automatically
- →Send estimates via SMS with a link to review and sign digitally — no app needed
- →Customers sign estimates on their phone with a finger tap — legal and binding
- →Convert signed estimates to invoices with one action — no re-entering data
- →Send invoices with payment links — customer taps and pays by card
- →Track paid, pending, and overdue invoices from your phone
Summit Roofing
Text line · online
Here's your quote for the roof repair: 🏠 1347 Bryan Ave Re-roof patch & seal — $1,250 Warranty: 5 years Reply 'approve' to book it!
3:20 PM · Auto
Approve
3:22 PM
✅ Approved! We'll start Thursday 8 AM. I'll send a tracking link before the crew arrives.
3:22 PM · Auto
Invoice for $1,250 is ready — pay right here when convenient 💳
5:47 PM · Auto
How quotes & invoices work by text
01
Quote from the conversation
Draft the estimate from the thread — line items, total, and terms — and send it straight to the customer's phone.
02
They approve with a tap
The customer replies 'yes' or taps approve, and the quote becomes a job automatically. No PDFs, no email chains.
03
Invoice when the work's done
Send the invoice the moment you finish. Customers pay by text with a card on file.
04
Everything's tracked
Quotes, approvals, invoices, and payments all live in the same dashboard — no spreadsheet archaeology.
See it in the dashboard
Itemized estimates with line-by-line pricing — sent by text, approved in one tap.
Frequently Asked Questions
Can customers pay by text?+
Yes — send the invoice, they tap to pay with a card, and the payment lands in your account. Receipts go to both of you automatically.
Do quotes expire?+
You can set a validity window (e.g., 14 days) so prices don't sit stale. Expired quotes get a friendly follow-up nudge.
Does it integrate with QuickBooks?+
Yes — invoicing is QuickBooks-ready, and you can import customers from Jobber, HouseCall Pro, or ServiceTitan.