Try Upfront

One shared demo workspace with two businesses in it: a window-treatment shop with a custom estimate form, and a service business with project work and monthly plans. Write an estimate, share the link and approve it as the customer, record a check, turn it into an invoice.

• Estimates written at the customer's table. The estimate form mirrors your paper one, works on a phone, and produces a PDF laid out the way your customers already know. Send it before you leave the driveway.
• One link carries the approval and the deposit. Your customer opens the link, reads the estimate, approves it with their name and a checkbox, and pays the deposit right there. No account for them to create, and you get a notice the moment it happens.
• Every job, from quoted to paid. Approved estimates become cards on your board. Schedule the visit, finish the job, invoice from the same numbers, and send the receipt. Recurring customers get reminders when they are due.

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