Billing made easy
Service Agreements
Pool service requires flexible billing: bi-annual fees, chemical pass-through, per-visit vs monthly, and more. Service Agreements cover your unique needs with industry templates. When a customer accepts, work orders queue for assignment and invoices schedule automatically.
Dynamic Quoting
For renovations and construction, dynamic quoting is essential:
- Optional items / upsells — customers accept only the line items they want.
- Images on line items — show material options, equipment choices, and more.
- Terms & deposits — require acceptance and deposits on approval.
- Bundles — Standard, Premium, and Luxury packages for renovation jobs.
- Branded proposals — beautiful customer-facing pages with your logo and job photos.