All Features
Invoicing & Proposals

From Proposal to Payment — Fully Automated

AI-powered proposal generation, professional invoicing, payment tracking, and service agreements. Close deals faster, get paid sooner.

Financial Overview

Revenue

$12,450

8 paid invoices

Outstanding

$4,229

3 unpaid

Pipeline

$28,500

5 proposals

Payroll

$6,820

Current period

01

AI-Powered Proposal Generation

Describe the job and our AI generates a professional, customized proposal — scope of work, pricing options, terms, and timeline. Edit and send in minutes instead of hours.

  • AI generates full proposal from job description
  • Multiple pricing options (good/better/best)
  • Professional PDF export with your branding
  • QA review checks for errors before sending
  • Track proposal status: Draft → Sent → Approved → Rejected
AI Proposal — Facility MaintenanceDraft

Scope of Work

Full facility maintenance for 3-floor commercial property including HVAC, electrical, plumbing, and grounds.

Pricing Options

BasicBasic maintenance package
$2,200/mo
StandardFull service + preventive care
$3,400/mo
PremiumPremium + emergency + parts included
$4,800/mo
Send
Export PDF
02

Professional Invoicing & Payment Tracking

Create invoices linked to work orders, estimates, or service agreements. Auto-generate monthly invoices for recurring contracts. Track payments, send reminders, and mark as paid.

  • Invoice numbers auto-generated
  • Link to work orders, estimates, or agreements
  • Payment tracking: Draft → Sent → Partial → Paid
  • Automated payment reminder emails
  • Tax calculation and line items
Invoice #INV-2026-047

Downtown Office — ABC Corp

Sent
ItemQtyRateAmount
Monthly Service Contract1$3,400$3,400
HVAC Preventive — Floor 31$450$450
Emergency Repair2h$85/h$170
Subtotal$4,020.00
Tax (8.25%)$331.65
Total Due$4,351.65
Due: Apr 30, 2026Payment pending
03

Service Agreements & Contracts

Generate service agreements from approved proposals. Define scope, pricing, payment terms, and termination clauses. Professional documents ready for signature.

  • Auto-generate from approved proposals
  • Customizable legal clauses and terms
  • Service scope tied to site and pricing
  • Professional PDF with signature blocks
  • Track agreement status: Draft → Active → Expired
Service Agreement
Active

Client

ABC Corporation

Monthly Rate

$3,400/mo

Scope of Services

Weekly preventive maintenance, monthly system checks, emergency response, parts included.

Start DateJan 1, 2026
End DateDec 31, 2026
Payment TermsNet 30
Auto-RenewalYes — 30-day notice
Export PDF
Edit Terms
04

Financial Dashboard & Reporting

See your revenue, outstanding receivables, pipeline value, and payroll costs at a glance. Weekly reports sent automatically to your inbox with key financial metrics.

  • Revenue tracking: paid invoices total
  • Outstanding receivables with aging
  • Proposal pipeline value
  • Payroll cost per period
  • Weekly email report to admin/supervisor
Financial DashboardApril 2026

Revenue

$12,450

+12% vs last month

Outstanding

$4,229

1 overdue

Pipeline

$28,500

5 open proposals

Payroll

$6,820

Current period

Receivables Aging

0-30 days
$2,800
31-60 days
$980
60+ days
$449

Why Teams Love This

🤖

AI Proposals

Generate professional proposals in minutes. AI writes the scope, you review and send.

💰

Get Paid Faster

Automated reminders and professional invoices mean faster payment cycles.

📄

Professional PDFs

Every proposal, invoice, and agreement exports as a branded PDF document.

📊

Financial Visibility

Revenue, receivables, pipeline, and payroll — all in one dashboard.

📧

Auto Reminders

System sends payment reminders so you don't have to chase invoices manually.

📝

Service Agreements

Auto-generate contracts from proposals. Legal clauses, terms, everything included.

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