Send the quote today. Get the yes tonight.
Give customers good, better and best options they can approve from their phone. The approved work flows into the job and the invoice.
Bright Air Heating & Cooling
(217) 555-0142 · Springfield, IL
Quote Q-1087
Expires Oct 28, 2026
Prepared for Erin and Tom Brennan · 42 Oakview Dr
Replace or repair your AC and furnace
Thanks for having us out, Erin. Your 2009 system is still running, but the AC coil is leaking. Here are three ways to go. Pick the one that fits and approve it right here.
Priya Shah
Comfort advisor
Good
Repair and tune-up
Get this season out of your current system.
$484
- Replace run capacitor$185
- Furnace tune-up and flame sensor$129
- Refrigerant top-off, 2 lb$170
Better
14 SEER2 AC and 96% furnace
A matched, efficient system with lower bills.
$9,300
10% deposit today · $930
- 3-ton AC and 96% gas furnace$7,450
- Install, permit and haul-away$1,850
- 10-year parts and labor warrantyIncluded
Best
High-efficiency heat pump
Quiet variable-speed comfort, all year.
$14,650
- 18 SEER2 variable-speed heat pump$11,900
- Install, line set and haul-away$2,400
- Smart thermostat, installed$350
Good, better, best
Offer options and add-ons. Customers pick one and watch the total update.
Approved online
Customers approve by typing their name, ask for changes, or decline, all from a link.
One click to invoice
Approved lines carry into the job and the invoice. Nobody types them twice.
Requests and quotes
Every request lands in one list, whether it came from your website, the customer hub or a phone call. Quote it in minutes from your pricebook.
- Requests from your booking page, customer hub and phone calls
- Book an assessment visit before you quote
- Add items from your pricebook, with photos and member prices
- Ask for a deposit on approval, as a percent or a set amount
- Set an expiry date and the quote expires on its own
- Present good, better and best on a tablet in the customer's home, then sign on the spot
Bright Air Heating & Cooling
(217) 555-0142 · Springfield, IL
Quote Q-1087
Expires Oct 28, 2026
Prepared for Erin and Tom Brennan · 42 Oakview Dr
Replace or repair your AC and furnace
Thanks for having us out, Erin. Your 2009 system is still running, but the AC coil is leaking. Here are three ways to go. Pick the one that fits and approve it right here.
Priya Shah
Comfort advisor
Good
Repair and tune-up
Get this season out of your current system.
$484
- Replace run capacitor$185
- Furnace tune-up and flame sensor$129
- Refrigerant top-off, 2 lb$170
Better
14 SEER2 AC and 96% furnace
A matched, efficient system with lower bills.
$9,300
10% deposit today · $930
- 3-ton AC and 96% gas furnace$7,450
- Install, permit and haul-away$1,850
- 10-year parts and labor warrantyIncluded
Best
High-efficiency heat pump
Quiet variable-speed comfort, all year.
$14,650
- 18 SEER2 variable-speed heat pump$11,900
- Install, line set and haul-away$2,400
- Smart thermostat, installed$350
Invoices
Bill from the job or straight from the approved quote. Deposits already paid come off the balance.
- Invoice one finished job, or a whole batch of them at once, then send them together
- Bill big jobs in parts: by milestone or percent complete, with retainage
- Each customer's payment terms set the due date for you
- Tax rate per property, and tax-exempt customers handled
- Partly paid, paid and overdue update as money comes in
- The customer's job sign-off shows on the invoice
Invoices / INV-2231
INV-2231
PaidSynced to QuickBooksCustomer
Morgan Lee
Job
JOB-1042 · Water heater repair
Issued
Oct 14, 2026
Terms
Due on receipt
| Item | Qty | Rate | Amount |
|---|---|---|---|
Service call and diagnostic Water heater knocking, 50 gal gas | 1 | $89.00 | $89.00 |
Labor Flush tank, replace anode rod and relief valve | 2 hr | $114.50 | $229.00 |
Magnesium anode rod 44 in, hex head | 1 | $64.00 | $64.00 |
Temperature and pressure relief valve 3/4 in, 150 psi | 1 | $46.00 | $46.00 |
Dip tube Cross-linked PEX | 1 | $40.00 | $40.00 |
Morgan Lee
Work signed off on site · 10:58 AM
- Subtotal
- $468.00
- Tax · 8% on materials
- $12.00
- Total
- $480.00
- Paid
- −$480.00
- Balance
- $0.00
Activity
Sent by text and email
Oct 14, 11:02 AM
Viewed by Morgan Lee
Oct 14, 11:05 AM
Paid $480.00 · Visa •••• 4242
Oct 14, 11:07 AM
Online payment
Card or bank, through Stripe
Customer scans to pay on their own phone. Paid links show a receipt.
Payment
- Card
- Visa •••• 4242
- Amount
- $480.00
- Stripe fee
- −$14.22
- Net
- $465.78
Morgan Lee
14 Maple Ave, Springfield
(217) 555-0198
Follow-ups that send themselves
Stop keeping a list of who to call back. Turn on the follow-ups you want and edit the words to sound like you.
- Send quotes and invoices by email or text, with a preview to edit
- Quote follow-ups at 3 and 7 days, stopped once they decide
- Overdue reminders at 1, 7 and 14 days, stopped once they pay
- Every invoice email has a Pay by card or Pay by bank link
- See your close rate and time to approve in the pipeline report
Payments
$6,284.50
Collected this week · 23 payments
Next payout $2,914.36
Arriving Thursday, Oct 15 · Checking •••• 3320
- Succeeded$480.00
Morgan Lee
Visa •••• 4242 · 11:07 AM
- Processing$1,840.00
Hartley Dental
Bank •••• 6789 · 10:22 AM
- Succeeded$29.00
Grace KimAutopay
Mastercard •••• 5510 · 8:00 AM
- Succeeded$245.00
Jen Alvarez
Visa •••• 1881 · Yesterday
- Refunded−$60.00
Riverside Cafe
Amex •••• 1005 · Yesterday
Bright Air Heating & Cooling
Invoice INV-2231 · Morgan Lee
Amount due
$480.00
Secure payment · Powered by Stripe
Questions, answered
Something else on your mind? Ask us and a person will answer.
Can I give customers more than one option?
Yes. A quote can have several options, like good, better and best, and each option can have optional extras the customer ticks on or off. A quote with one option simply reads as a normal quote.
How does a customer approve a quote?
They open the link, pick an option, choose any extras and approve by typing their name. They can also ask for changes or decline with a reason. If you asked for a deposit, they can pay it on the same page.
Can my techs quote at the customer's home?
Yes. Techs can build a quote in the app from your pricebook at your prices and have the customer approve it on their phone. They can't change prices or give discounts, and you can turn tech quoting off in settings.
Can my techs present options in the customer's home?
Yes. The in-home presenter walks the customer through a quote on a tablet: your company and reviews, what the tech found with photos and the age of their equipment, then good, better and best side by side with what each includes, the member price if they join your membership, and a monthly price when you offer financing. The customer picks, signs on the screen and pays the deposit. You see close rates and which option wins for each tech in the pipeline report. The presenter is on the Grow and Pro plans.
If I change a price in my pricebook, do old quotes change?
No. Every quote and invoice keeps the prices it was written with. Pricebook changes only apply to new work.
Will follow-ups annoy my customers?
They stop as soon as the customer approves, declines or pays. Quiet hours and a daily limit per customer keep messages at sensible times, and customers can opt out of texts by replying STOP.
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