Stage three
Move work forward, get paid, then ask for the review
Close is where a conversation becomes a job with a value, a date and an invoice — and where a finished job becomes the review that wins the next one.
- Visual pipeline
- Quotes and invoices
- Payments
- Review requests
Sales pipeline — illustrative demo
New
- Derek WallisFurnace tune-up · $180
- Sandra KeyeRepipe, 2-bath home · $6,400
Quoted
- Maria AlvarezWater heater leak · $1,250
Won
- Ray TolliverSewer camera + clear · $740
Capability
From quote to paid to reviewed
- Pipelines and stages defined per service line
- Deal values, expected close dates and owners
- Full contact record: notes, files, calls, texts and appointments
- Custom fields for what your trade actually tracks
- Estimates and quotes with line items
- One-off and recurring invoices
- Online payment links and text-to-pay
- Automated payment reminders on overdue balances
- Review requests triggered when a job is marked complete
- Referral prompts to happy customers
- Reporting on conversion, speed and revenue by source
Stale deals surface
Anything sitting too long in a stage raises a flag before the customer hires someone else.
Money in the same place
The invoice sits on the record beside the conversation that produced it.
Reviews at the right moment
The request goes out when satisfaction is highest — right after completion.
Limits and honest caveats
- Payment collection requires your own connected processor; their fees apply
- We do not hold or disburse your funds at any point
- Invoicing is not accounting — it complements your bookkeeping, it does not replace it
- Review requests must be offered to every customer equally, not filtered by expected sentiment
No review gating
Every customer gets the same request and the same public review link. Screening people by predicted sentiment breaks platform policy and, frankly, poisons the value of the reviews you already have.
FAQ
Common questions
Let's map the fastest path to more booked work.
A 30-minute call: what you sell, where leads come from today, and which two or three moves matter most this quarter.