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Estimate, Invoice & Billing

5.0★★★★★5,000+ Google reviews

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No contracts · Unlimited support · Cancel anytime

Minutes
To send a professional estimate
One tap
Estimate becomes an invoice
Card payments
Secure, from the invoice itself
$1.4M+
Collected by one roofing client through the platform

Estimates, invoices and billing in one flow

Effortless estimates

Build accurate, itemized quotes in minutes from saved services and prices, and send them from the job site.

Instant invoicing

Convert an accepted estimate to an invoice with itemization, taxes and payment terms already filled in.

Secure card payments

Customers pay online from the invoice with an integrated payment gateway, no third-party processor to juggle.

Deposits and progress billing

Collect a deposit up front and bill the balance on completion.

Automatic reminders

Overdue invoices get a friendly reminder without you chasing anyone.

Client records

Every estimate, invoice and payment is stored on the customer's contact record.

From walkthrough to paid

01

Estimate on site

Itemize the job on your phone and send it before you leave the driveway.

02

Customer approves

One tap to accept, with the approval logged.

03

Invoice goes out

The estimate becomes the invoice, sent by email or text.

04

Payment lands

Card payment online, with a review request sent once the job is closed.

Top Roofing and Contracting
★★★★★
Customers can make an appointment directly from the website, 24 hours a day. Peyton can send accurate estimates quickly, and the business has received over $1.4 million in customer payments through the platform.
Top Roofing and ContractingKernersville, NC · Case study
Read the case study

Billing questions

What does it cost to take card payments?

Merchant services rates are quoted for your business. There is no separate software fee for invoicing.

Can I add my logo and terms?

Yes. Estimates and invoices carry your branding, terms and notes.

Does it work with my accountant?

Payments, invoices and money collected are reported monthly and can be exported.

Is there a long-term contract?

No. Estimates, invoices and billing is month to month. We work to earn your business every month rather than locking you in.

Who do I talk to when I have a question?

A US-based support team and a dedicated relationship manager who knows your account. Call (210) 480-6345, Monday to Friday, 9am to 5pm Central, or message us from inside your platform.

How do I see what it is doing for me?

Every month you receive a report covering site visits, leads captured, estimates and invoices sent, money collected, messages and appointments. You can also sign in to your platform at any time.

Mobile app

Get the Charlie Company Business Platform app

Good morning 4 things need you today New lead · GoogleTap to respondBooking confirmedTap to respondInvoice paid $769Tap to respondNew 5★ reviewTap to respond Open dashboard

Quote it, invoice it, get paid