Quotes & Invoicing
Quote it. Do it. Get paid for all of it.
The AI drafts the quote from the call. Deposits, change orders, and progress invoices keep a long job honest. And the customer pays by card from a link.
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Rear deck rebuild
Final invoice paid · $10,950
The problem
The money conversation is where good jobs go bad.
A quote scribbled on a business card. A change the homeowner asked for on Tuesday that you both remember differently on Friday. An invoice you meant to send three weeks ago that is now awkward to bring up.
Recurring cleaning, one-off calls, and multi-week projects are three different shapes of work — and they need to be billed three different ways. Recurring cleaning gets crammed into one-off job records. A three-week repaint with a deposit and two change orders gets billed as one invoice at the end — which is how contractors end up financing their customers.
And then the payment itself: a check that has to be mailed, deposited, and chased.
What JobOne does
Every dollar of the job, on the record.
From the first phone call to the last card payment, the whole money trail lives in one place — written down, timestamped, and agreed to by both sides.
- Quote #157 accepted$9,800
- Deposit paid by card$2,940
- Change order approved — add rail lighting+$1,150
- Progress invoice paid$3,500
- Final invoice$4,510
The AI writes the first draft
A quote built from the call — what’s wrong, where, and what your price book says it costs. It waits in your dashboard; you review, adjust, and send. Nothing reaches a customer without you.
A price book you set once
Your services with your default prices, reusable on every quote and overridable per job. It’s also what the AI receptionist quotes from, so the phone and the paperwork can’t disagree.
Quotes accepted from a phone
A private link — no account, no password. They read it, they accept it, and the acceptance is timestamped and on the record.
Deposits and progress invoices
Take a deposit by card before anyone loads a truck, then bill a long project in stages as the work lands — instead of financing it yourself and hoping the final invoice clears.
Change orders that get written down
When they ask for the extra room, you add it as a change order and they approve it on the same link. The conversation at the end of the job gets a lot shorter.
Recurring billing that follows the schedule
Weekly and biweekly service invoices itself off the real jobs — including the week that got skipped and the one where you charged extra.
Card payments straight to your bank
Your customers pay by card. Card payments land in your own bank account, and card details never touch our servers.
Your bookkeeper still gets their file
Invoices and payments export to QuickBooks Online. Nobody has to learn new software, least of all your accountant.
What it doesn’t do
- Drafted quotes are drafts. The AI never emails a customer a quote you haven’t reviewed and sent.
- No job costing and no materials-and-labor margin tracking yet. We chose to leave it out rather than ship a half-version of it.
- QuickBooks Online is an export, not a live two-way sync.
- We add roughly half a percent on top of the card processor’s fee. It’s on our pricing page, in plain type, because you would find it anyway.
We’d rather you find this out here than three weeks into using it.
The rest of the platform
AI Receptionist
Answers overflow and after-hours calls, qualifies the caller, and books the job.
Scheduling & Calendar
Your own calendar — day, week, month & route map — with reminders and recurring series that survive real life.
Website & Domain
A fast site we build and maintain, on your domain, with your details in one place.
Reviews & Visibility
Google Business Profile, review requests, and consistent business details everywhere.
Answer every call. Book every job. Get paid.
Fifteen minutes on a call and you’ll know whether this fits your business. No pressure, no contract, and we do the setup work.