Having trouble keeping up with estimates or quotes? Need to track the customer’s approval? We've got you covered.
Most customers want a simple breakdown of the job that is itemized and easy to see and understand what they’re paying for, and WorkWeek estimates take care of that and more.
Essential information such as your business name and address as well as the customer's info are automatically filled out, and all you need to do is add line items to complete the estimate. Once the estimate is created, we make it a snap to print or email it to your customer.
When your estimate has been approved and you’re ready to invoice the customer, it’s as easy as a single click.
Convert the estimate to an invoice, make any changes you may need, and then send it to the customer. Save time and trouble with easy estimate-to-invoice conversion.
Need to set an expiration date for one of your estimates? It's easy, simply add the date you want it to expire and send it to your customer.
The estimate will clearly let the customer know how long it's good for, and when expiration date has passed, they'll have the option to reach out to you for an updated estimate.
Easily track everything you need to know about a job: services, customer info, invoices, estimates, feedback, notes and more.
Busy schedule? WorkWeek will cure the headache and help find your next appointment so you can get right to the work that matters.
WorkWeek makes it easy to email professional looking invoices to customers and helps you get paid with automatic payment reminders.
Never lose a customer's phone number or address again. Find customers with a simple search and even send email marketing campaigns.
With WorkWeek, customers can pay invoices online or in person via your mobile phone. Accepting credit cards is fast, secure, and easy.
Get a breakdown of invoice trends, most profitable services, where slow seasons are and more with your WorkWeek business dashboard.
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