Budget vs. actuals on every project. 4-tab invoice detail (overview, line items, payments, activity). QuickBooks import. Stripe integration for online client payments.
The financial flow — budget set from the estimate, costs tracked during the job, invoice sent at completion, payment collected online.
When a proposal is accepted and becomes a project, the estimate totals set the budget. Every line item becomes a cost tracking target — materials, labor, equipment, subs.
As the job progresses, log actual costs against specific estimate line items. See per-category variance — materials over, labor under, equipment on track. Budget remaining updates in real time.
Create an invoice from the accepted proposal. Line items carry over — no re-entry. 4-tab invoice detail: overview, line items, payments, activity. Send to client and track overdue.
Clients pay invoices through a public payment page. Stripe handles the transaction. Payment status updates automatically. Record manual payments for checks and cash.
Log actual costs against specific estimate line items on every project. See variance per category — materials, labor, equipment, subs. Know if you're over or under before it's too late.
Full invoice detail with overview, line items, payments, and activity. Metrics row: total, amount due, line item count, due date. Send, record payments, track overdue.
Clients pay invoices online through a dedicated payment page. Stripe Connect for receiving payments. Payment status auto-updates on the invoice.
OAuth connection to QuickBooks. Import chart of accounts and budget data. Keep your estimating and accounting aligned without manual re-entry between systems.
Data flows through the platform. Here's where this feature fits.
Estimate → Budget
Estimate totals set the project budget. Line items become cost tracking targets.
Project → Actuals
Costs logged during the project track against the budget in real time.
Actuals → Cost Database
What you actually spent feeds back into your cost database for next time.
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