Requests1
Quotes1
Invoices1
Payments1
Quote Value$2,160.00
Invoice Value$2,160.00
Collected$2,160.00
Balance Due$0.00
Live Money Path
This workspace is running customer intake through payment history.
Request0 new / 1 total
Quote0 draft / $2,160.00
Invoice0 open / $2,160.00
Payment$2,160.00 collected
Latest Requests
| ID | Customer | Project | Status | Next |
|---|---|---|---|---|
| #4 | Test Customer | Flooring estimate | quoted | Start Quote |
Latest Payments
| Payment | Customer | Amount | Method |
|---|---|---|---|
| PAY-20260514-BF000001 | Test Customer | $2,160.00 | backfill |
Latest Invoices
| Invoice | Status | Total | Due |
|---|---|---|---|
| INV-20260514-45DD25 | paid | $2,160.00 | $0.00 |
Latest Quotes
| Quote | Status | Total |
|---|---|---|
| Q-20260514-B05DEB | accepted | $2,160.00 |
Customer Handoff
Open the customer package with quote, invoice, receipt, PDFs, and customer-safe token links.
Open Customer HandoffJobs / Work Orders
Turn paid invoices into job numbers and track readiness, scheduling, and crew notes.
Open Jobs