Quote to invoice to payment. Nobody typed it twice.
From lead to signed proposal to payment collected. One pipeline. CRM, proposals, payments, e-signatures, and the service pricing catalog share a single transaction record.
Win the deal
She accepted on her phone. Through Nequi.
A property manager sends a WhatsApp message about re-piping a building. The message creates a lead in the CRM. The tech visits, builds a proposal with line items pulled from inventory at live pricing. Copper pipe at $4.50 per foot. PVC at $1.20 per foot. Labor at $85 per hour.
The proposal goes out as a branded link. The property manager accepts on her phone, pays the deposit through Nequi, bank transfer, or card. Whatever works in her market.
Good, better, best — with parts priced live.
Three options land in front of the customer: basic repair, standard repair with a warranty inspection, and premium with a maintenance plan. Good, better, best. The customer sees the price difference and picks the middle option.
Average ticket increases by 20-40%. The optional line items (water heater flush, expansion tank inspection) add revenue the customer chose, not revenue the tech pressured.
The quote converts. The dispatch board knows.
The accepted proposal writes a work order to Ops. The field team sees the job before the customer hangs up the phone.
Get paid
Nequi, Redsys, Stripe. Already connected.
The job completes. The invoice generates with one tap. Line items, labor hours, and materials already populated from the work order. No re-entry.
Payment collects on site by card, by bank transfer, or by payment link sent via SMS. 75+ payment gateways mean the processor your market already uses is already connected. Tips add 5-15% to tech compensation.
Milestone billing with parts cost from the van.
A bathroom remodel spans three weeks. Milestone templates split billing into phases: demolition, rough-in, finish. Each milestone generates an invoice when the phase completes. Cash flow stays positive throughout the project.
A visual progress bar shows the customer exactly where the project stands and what payment is due next.
Overdue in Santo Domingo chases the same as Phoenix.
Day 3: a friendly SMS reminder. Day 7: an email with the invoice attached. Day 14: an escalated notice with late fee applied. Each step fires automatically based on rules set once.
Card-on-file auto-charging eliminates late payments entirely for recurring customers. Receipts generate and deliver without a manual step.
Every flat rate covers materials at today's cost.
Payment collected. Profit confirmed. Now the pricing locks into contracts that track themselves.
Lock the pricing and the contract
The maintenance contract carries the member rate.
A maintenance agreement for quarterly water heater inspection goes out through e-signatures. The customer signs on their phone. The agreement files to the customer's contact record with expiration tracking.
When the contract nears renewal, a notification fires. When copper costs rise, the renewal price adjusts. Updated once in the price list, reflected in every contract.
Proposal accepted in Proposals, payment clears in Payments.
The work order appears on the dispatch board. The field team sees the job with parts list, access instructions, and tech assignment.
The gap between "yes" and "dispatched" is zero. Nobody re-entered anything.
What it costs
The quoting-to-payment workflow costs 2% of revenue processed. No upfront subscription, no per-user fee on the Commerce suite. A 5-tech operation doing $15,000 a month pays approximately $300 for the entire Commerce suite: CRM, proposals, payments, e-signatures, and the service pricing catalog.
E-signatures are included at no additional cost when payment processes through Commerce. The service pricing catalog reads from the same price engine that powers the website, the customer portal, and the POS. A price quoted is a price honored, everywhere.
Mid-market scheduling and invoicing tools charge $39-599 a month but don't include CRM, proposals, or multi-market payment processing as a connected workflow. Enterprise tools include the full pipeline but cost $245-500 per technician per month plus implementation fees. The 2% model means no upfront commitment and cost proportional to revenue.