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The moment a job is booked, the invoice is built — services, add-ons, tax, discounts, the whole thing. Clients pay online before you arrive or at the door when you're done. You inspect houses; the chasing-down-checks part of the business is over.
When the job goes on the calendar, the invoice is already done — built from your services and pricing rules, not typed out by hand at the end of the day.
Book a home inspection with a wind mit and a 4-Point, and all three land on the invoice with the right prices — including square-footage and age-of-home adjustments you set up once.
Sales tax calculated where it applies. Coupon codes for agent referrals or repeat clients come off the top, and the invoice shows the math so nobody calls to ask.
Client adds a pool inspection while you're on the roof? Add the service and the invoice updates itself. No voided invoices, no awkward "actually, the total is..." email.
The booking confirmation carries a payment link. Clients open the portal, sign the agreement, and pay with a card — most do it the same day they book. Stripe, Square, or PayPal; whichever processor you already use.
Client hands you a check at the walkthrough? Record it in the mobile app before you're back in the truck — cash, check, Zelle, Venmo, whatever it is. Tips included. The invoice updates on the spot, and the office never has to reconcile a sticky note.
Unpaid the morning of the inspection? An automation nudges the client by text or email — politely, automatically, without you composing a single awkward message. When payment lands, you get the push notification in your pocket.
Half-payments, refunds owed as credit, the card that gets disputed three weeks later — the stuff that usually lives in a spreadsheet with a name like payments_FINAL_v3.xlsx. It all has a home here.
Connect QuickBooks and every invoice and payment lands in your books on its own — no double entry, no end-of-month catch-up session.
Invoices that build themselves, payment at the door or before you arrive, and books that stay straight without a spreadsheet. It's all included.
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