The system for whoever makes a living quoting and charging for a service
Whether you are a designer, a developer, a plumber or a consultant, the work is the same: quote, get the scope approved, charge a deposit and the rest on delivery. When the scope was negotiated in the chat, revision number six is always free because nobody wrote down that it was not.
Send your quotation easily
Concepts, quantities and prices in a document you put together in minutes and share by link, email or WhatsApp.
Put the scope in writing, not in the chat
Add to the quotation what the work includes and on what terms. Your client accepts it along with the price, on the same screen — be it a redesign, a development or a repair at their door.
Module: Terms and Conditions See more →
Turn the approved quotation into the job
The quotation your client accepted becomes the sale, with its concepts and its totals already captured.
Charge the deposit, then the rest
Half at the start and half on delivery is a normal way of working.
Know how much each client owes you
Every client carries their balance and their payment history. And if you want to send them their account statement as a link they open themselves, that is what the module adds.
Module (only the shareable statement): Accumulated Debt See more →
Get reports of your income and your expenses
What you collected, what is left to collect and what went out of the account.
Add the people who work with you
Each one with the role and the permissions that belong to them.
Invoice the work you already delivered
The CFDI comes out of the sale you already registered.
Module: Invoicing See more →
Quote your next job here
Is there something about the way you work that is different from this? Tell us on WhatsApp and we will go through it together.