Estimates and invoicing
Give good work a clear commercial path.
Prepare a line-item estimate, collect customer feedback and bring the work through to an invoice and payment.
Estimate #EST-2041
Prepared for Avery Morgan
A job in practice
An extra room changes the scope
Illustrative painting workflow; no sample price is a product result or quote.
Prepare line items for the agreed rooms and work.
Review the customer’s request to add another room and revise the estimate.
Schedule the agreed work, then prepare the invoice and review payment status.
01 / The workflow
Put the scope in writing
Break the proposed work into understandable line items so the customer can review what is included. Flow adds a Price Book and service catalog.
- Line-item estimates
- Customer and job context
- Price Book on Flow
02 / The workflow
Give revisions a place to happen
Customers can approve an estimate or request a revision through the Client Hub. Review their response before moving the work forward.
- Customer approval
- Revision requests
- Estimate status
03 / The workflow
Finish with a clear invoice
Prepare the invoice and review its balance, due date and payment activity. Connected Stripe or Square accounts provide supported online payment options.
- Invoice details and due dates
- Payment status
- Client Hub invoice access
Before you decide
A few useful answers.
Can the customer ask for changes?
Yes. The Client Hub supports estimate approval and revision requests, so you can review changes before proceeding.
Does accepting an estimate automatically finish the job and collect payment?
No. Customer approval, scheduling, completion and payment are separate stages. Your team manages the work and its billing.
Every job, moving forward.
See how your next job could flow.
Review the product, choose the plan that fits and follow the current access option.