Request to draft quote
From email, web form or phone summary, using your pricing.
Example workflow
Quotes out the same day. Invoices out the same hour.
An automated quoting and invoicing workflow reads incoming requests, drafts a quote from your price list for you to approve, and creates the invoice in your accounting software when the job is marked done.
The paperwork waits until evening.
Slow quotes lose jobs, and late invoices mean late payment.
What we build.
One‑tap approval
Review and send from your phone.
Job done to invoice
Created automatically in your accounting tool.
Payment reminders
Polite follow-ups on overdue invoices.
Every build is adjusted to how your business works — this is a starting point, not a package.
A good fit for
- Trades and contractors
- Signage and print
- Manufacturers
- Service businesses
- Your business?
Common questions.
Can AI write quotes from my own price list?
Yes. The workflow uses your price list and past quotes as its source, and every quote waits for your approval before it is sent.
Which accounting software does it work with?
Common small-business tools such as QuickBooks Online, Xero and Wave can be connected, as well as spreadsheets.
Let’s build yours.
Tell us what eats your week. We reply within one business day.