AI-powered proposal generation, professional invoicing, payment tracking, and service agreements. Close deals faster, get paid sooner.
Revenue
$12,450
8 paid invoices
Outstanding
$4,229
3 unpaid
Pipeline
$28,500
5 proposals
Payroll
$6,820
Current period
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.
Scope of Work
Full facility maintenance for 3-floor commercial property including HVAC, electrical, plumbing, and grounds.
Pricing Options
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.
Downtown Office — ABC Corp
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Monthly Service Contract | 1 | $3,400 | $3,400 |
| HVAC Preventive — Floor 3 | 1 | $450 | $450 |
| Emergency Repair | 2h | $85/h | $170 |
Generate service agreements from approved proposals. Define scope, pricing, payment terms, and termination clauses. Professional documents ready for signature.
Client
ABC Corporation
Monthly Rate
$3,400/mo
Scope of Services
Weekly preventive maintenance, monthly system checks, emergency response, parts included.
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
$12,450
+12% vs last month
Outstanding
$4,229
1 overdue
Pipeline
$28,500
5 open proposals
Payroll
$6,820
Current period
Receivables Aging
Generate professional proposals in minutes. AI writes the scope, you review and send.
Automated reminders and professional invoices mean faster payment cycles.
Every proposal, invoice, and agreement exports as a branded PDF document.
Revenue, receivables, pipeline, and payroll — all in one dashboard.
System sends payment reminders so you don't have to chase invoices manually.
Auto-generate contracts from proposals. Legal clauses, terms, everything included.
14-day free trial. No credit card required. Set up in minutes.
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