Quotes and invoices out of a conversation, then chased until paid

The paperwork that gets done last and slowest, done as the job is agreed instead of at the end of the month.

What the agent does

Produce a quote or an invoice in your own format, from a conversation
Send it from your own address, with attachments
Keep the numbers consistent with your records instead of retyping them
Pull the bank and card feed into one ledger
Chase what is unpaid on a schedule you set
Track spend against a property or a job
Report the position each morning

Your format, not a template it chose

The document comes out looking like your document. A quote that arrives in some tool's default layout tells your customer you outsourced it, which is exactly the impression the agent exists to avoid.

From your address

It sends from your own address with the attachments in place, so the customer replies to you and the thread stays where you can find it.

Chasing is a schedule, not a mood

Unpaid invoices get chased on a schedule you set. Most small businesses lose money not because customers refuse to pay but because nobody enjoys sending the third reminder.

Questions

What owners ask first.

Does it work with my existing numbers?

It keeps the numbers consistent with your records rather than retyping them, and pulls bank and card feeds into one ledger.

Can it send the invoice itself?

How does it handle unpaid invoices?

See it on your own work

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