The job's done. The invoice is already in their texts.
Estimates and invoices sent by text or email, paid by card in one tap with text-to-pay, deposits taken at booking, and recurring plans billed automatically — every payment logged on the customer's record.
Built from your price list, sent from the job site before you leave.
Card or bank, on their phone. No portal logins, no cheque in the mail.
Money on its way to your bank; receipt sent; invoice marked paid.
No chasingDeposits, memberships and repeat work — billed automatically.
Repeat revenueWhy this matters for a business like yours
The slowest part of most small businesses isn't the work — it's the money after the work. Paper invoices ride around in the truck, emailed PDFs sit unopened, and 'I'll pay you next week' becomes a call you have to make. Text-to-pay closes that gap: the invoice lands where the customer already is, and paying takes one tap.
Estimates work the same way — sent by text, approved with a tap, converted to an invoice when the job's done. Deposits hold bookings, maintenance plans and memberships bill themselves, and every payment, refund and outstanding balance sits on the customer's record next to their calls and texts.
Payments & Invoicing, in full
- ✓Invoices by text & email — built from your price list, with your logo, sent in seconds.
- ✓Text-to-pay — one tap from the message to a paid invoice; card or bank transfer.
- ✓Estimates & approvals — send a quote, customer approves with a tap, convert to invoice.
- ✓Deposits at booking — take a card to hold the appointment, or charge in full up front.
- ✓Recurring billing & subscriptions — maintenance plans and memberships billed automatically.
- ✓Saved cards on file — charge repeat customers without asking for the number again.
- ✓Automatic payment reminders — unpaid invoices get followed up by text and email.
- ✓One record per customer — every invoice, payment and balance on the contact, next to the conversation.
From discovery call to live
Load your price list
On the discovery call we take your services and prices — flat rates, hourly, materials — and set up your invoice template with your logo.
We connect payments
Card processing connected to your bank, text-to-pay wired to invoices, deposits added to the calendars that need them.
Send the first one
Your first invoice goes out by text on the live walkthrough — you watch it get paid and land in your account.
What it looks like in three businesses
Estimate approved by text on Tuesday, job done Thursday, invoice paid from the driveway before the van pulls away.
Treatment-plan deposits at booking, card on file for the balance, membership plans billed monthly.
Packages sold as subscriptions, deposits on every consult, and no-show fees charged to the card that held the booking.
Straight answers about Payments & Invoicing
What does taking a card payment cost?
Standard card-processing rates from the payment provider — charged by the processor, not marked up by us. You see the exact rate before anything is connected.
Do I need a card machine or new hardware?
No. Invoices and payment links open on the customer's phone. If you want in-person tap-to-pay later it can be added, but nothing here needs a terminal.
Can I still take cash or cheque?
Yes — record them against the invoice so the books stay right and the customer's record shows paid. Payment reminders stop automatically.
Related features
Want Payments & Invoicing running by next week?
On Done-For-You we build it from a 20-minute call and show it to you live before it goes on. On Self-Serve it's in your account today.
Usage for calls, texts, emails and AI actions is billed to your card at cost. No contracts. Cancel any time.