All features & help
Leads & CRM
Estimates, invoices & work orders
Quote the job, schedule the work, and invoice — tied to the same lead.
What it is
Service documents in your business workspace: send estimates, issue work orders for the field, and invoice when the job is done — linked to the lead that started it.
Why it helps
Your page, pipeline, and paperwork stay in one brand flow instead of scattered apps and text threads.
How to use it
- 1
Open a lead (or create a record) in your business workspace.
- 2
Create an estimate with line items and send it to the client.
- 3
When accepted, schedule work and generate a work order if needed.
- 4
Invoice when complete and mark the lead Won.
Try it on your page
Join Free and turn this feature on when you need it.