Quote and invoice automation

A build that takes the quote from your first reply to the job in the calendar and the invoice paid, without anyone retyping it. Quotes go out from a template with your prices, follow up on a schedule until they are answered, and become an invoice in Xero the day the job is done.

A quote that is followed up three times wins more often than a quote sent once, and nobody in a busy business follows up three times by hand. The system does, politely, on a schedule, and stops the moment the customer answers. That alone pays for the build.

Invoicing late is a loan you give every customer. When the invoice is raised the day the job closes and chased on day seven and day fourteen, cash arrives sooner and nobody has to make the awkward call.

• Quotes go out and you never hear back, and nobody chases them
• Invoices are raised days after the job because someone has to sit down and do it
• The same quote gets typed into three places
• You are thinking of hiring someone to keep on top of the paperwork

One of these is usually enough. If none of them is true, this is not the first thing I would build for you, and the plan will say so.

Most lost jobs are not lost to a competitor. They are lost to a quote nobody chased. The follow-up is the cheapest revenue in the business and the first thing to hand to a system.

Nothing has to be built before this one, so it can be the first thing you do. Your free plan still puts it in order against everything else you are considering.