Creating a positive buying experience for your customer is already difficult enough, so when it comes time to send a quote or delivering an invoice, timing is of the essence. When you can’t deliver on time to customers who are ready and eager to buy or pay, you will lose you business fast.
Choose from a variety of user-friendly paperless and customizable templates to provide a professional and consistent client purchasing experience
Enter your customer info and line items directly into your template, or buy time by saving your business offerings and customers in our system ahead of time
Once your estimate is ready to go, our system automatically attaches a personalized email and connects your estimate
Schedule the perfect time for our system to automatically send an estimate-reminder email and keep the conversation going with potential customers
Our custom templates greatly improve your business operation. Instead of spending time building out complex estimate calculations, our templates do that fancy math for you and prevent expensive estimation errors.
After you enter your customers contact information once, your template will automatically fill with the correct details for this client moving forward. You’ll be able to prepare estimates, work orders, and invoices quickly without complicated spreadsheets or text documents.
Simply start a new estimate or invoice, add your line items, and email your customer... all from one screen. The system will automatically generate a professionally formatted PDF complete with your company branding, uploaded photos, and your businesses terms and conditions. Projects are automatically saved and securely backed up to the cloud making lost or duplicate paperwork a thing of the past.
Regardless of where you and your team are located, access your customer estimating and invoicing information from any device. With instant autosave and multiple-user login access, you can always be on the same page as your crew.
Simultaneous log-in is a huge win for businesses that have a lot going on. Your painting crew may be up-selling at a current job and your accountant may be sending invoices to recent customers.
With our real time reporting, you will be able to monitor and export all of this valuable information with the click of a button.
Customer safety and security is a top priority for Main Street. That’s why you can trust your customer data is safely hosted with Amazon Web Services and quickly retrievable at any time.
Not only is all your data safe and backed-up daily on our servers, you will also never run out of cloud space. The sky's the limit with your unlimited estimating and invoicing data storage capacity.
Avoid unnecessary trips to the job site or back and forth emails with our instant payment check-out feature.
Count on us to deliver a reliable and secure check-out experience to your customers with credit card encryption software and world-class data security.
Increase your revenue and boost checkout conversion with payment options for every type of customer.
