From estimate to paid, without re-entering a thing.
Price from your pricebook, get approval, invoice the finished work, take payment, and handle the messy cases — deposits, credits, refunds — in the same place.
Invoice #1042
Price
Build from your pricebook.
Approve
Customer approves online, or you record verbal or on-site acceptance.
Invoice
Bill the finished work.
Get paid
Card, link, or manual payment.
Consistent prices, clean estimates
Keep a pricebook of items and categories with pricing defaults, then build estimates with revisions. Customers accept from a secure link; you can also record verbal or on-site acceptance with an evidence trail, and set when a signature is required.
- Pricebook, items, categories and pricing defaults
- Estimates with revisions
- Online accept or decline from a secure link
- Verbal and on-site acceptance with authorization evidence
- Signature rules you control
- Discounts on estimates and invoices
- Walter can improve estimate wording
Estimate #2208
Get paid the way customers want to pay
Send invoices, produce a PDF, and share a payment link. Take card payments, key in a card, or record cash, check or financing. Connect Stripe from Settings.
- Invoices with PDF
- Payment links you can send
- Card payments and keyed-card entry
- Manual payments: cash, check, financing
- Deposits and balance shown on the invoice
- Stripe payment connection
Payment link
Handle the exceptions cleanly
Issue card or manual refunds, apply customer credits, write off balances, reverse line items and waive fees — each recorded so your books stay right.
- Refunds, card and manual
- Customer credits and credit remittance
- Write-offs and voids
- Reverse line items, waive assessment fees
Refund
Bill on a schedule
Set up recurring invoices for ongoing work, and split a large invoice into an installment plan with reminders.
- Recurring invoice schedules
- Installment plans from an invoice
- Installment payment reminders
- Automation settings
Installment plan
Sell more than a single visit
Create prepaid service packages with included benefits — visit counts, percentage discounts, and warranty extensions — and send them as proposals customers accept online. Customers see package balances and service-plan enrollments.
- Prepaid service packages
- Warranty extension as a package benefit (days, months or years)
- Service plans customers accept online, with enrollments and balances
- Proposals you compose, send and withdraw
- Package liability sent to your accounting system
Package: Comfort Club
Tax the way your business is registered
Set your sales tax profile, registrations and jurisdictions, and use the tax filing report at return time.
- Tax profile, registrations and zones
- Taxability and tax-exempt customers
- Tax filing report
Tax profile
And also in estimates, invoicing & payments
Payouts & earnings
See settled and upcoming payouts.
Receivables aging
Who owes you, and for how long.
Offering performance
Which offerings earn the most.
Customer credit
Balances and remittance.
Reports
Financial reports with PDF and CSV export.
Provider subscription
Manage your own ServiceVisit plan and usage in-app.
Good to know
- Service plans are agreements customers accept and pay against; they do not automatically create recurring visits.
- Warranty extensions are offered as a benefit inside packages and plans, not as a separate warranty tracker.
- Card payments require connecting a payment account.
Explore the rest of the platform
Take in work
Capture every request the same way, from any channel.
Scheduling & dispatch
Put the right technician on the right job at the right time.
Field work
Give technicians everything they need and capture what they do.
Customers & communication
Know every customer and keep every conversation in one place.
Accounting & integrations
Send your billing to your books and connect the tools you use.
Reporting & profitability
See margins, labor, receivables and what is coming in.
Walter AI
An assistant that drafts and suggests, so you review and send.
Team, security & setup
Roles, qualifications, locations, branding and sign-in security.
See it working on your own jobs.
Start a free trial. A credit card is required to begin, and every plan includes unlimited users.