Create clear estimates
Build estimates with line-item details.
- Estimate creation
- Line-item pricing
- Pricebook on Flow
Estimates and invoicing
Move from estimate to invoice in one workflow
Create estimates and invoices, share them with customers, and keep payment status connected to the job.
Built around the job
A clearer path through daily operations
Support customer review
Customers can approve or request revisions in the Client Hub.
- Secure-link access
- Approvals
- Revision history
Invoice and record payments
Review balances and offer supported payment options.
- Invoice status
- Stripe and Square
- Client Hub access