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Estimates

Status workflow, invoice conversion, full history.

Track estimates through their lifecycle from draft to accepted to invoiced. Search by status, value, or customer to forecast revenue.

  • ✓ Status: draft, sent, accepted, rejected, invoiced
  • ✓ Line items with quantities and rates
  • ✓ One-click invoice conversion history
  • ✓ Customer and value rollups
  • ✓ Expiration tracking
Register interest See it in the live demo How it works

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👥
Customers
Business + personal, contacts, assets, billing — unified.
🎫
Tickets
Comments, time entries, line items, attachments — everything.
🧾
Invoices
Payment status, line items, linked tickets — clean.
💳
Payments
Method tracking, invoice linking, full audit trail.
🖥️
Assets
RMM data, serials, SNMP, properties — every field.
📦
Products
Pricing, stock, serialization — your catalog, searchable.