The Payment Lifecycle
Follow one job's money — a $1,650 water heater replacement for David Chen — from the first deposit to paid-in-full. Four short tours: take them in order, or jump straight to the part you need.
1
Payments on Estimates
▶ 1 min
Take a $400 deposit check on the approved estimate — then convert it and watch the payment flow into the work order automatically.
2
Collecting on the Web
▶ 2 min
Get Paid on the work order: email a Stripe payment link, track it on the Pending tab, and watch the customer's online payment record itself.
3
Collecting on Mobile
▶ 1 min
Your tech charges the last $650 curbside — Get Paid on the mobile Invoice tab, a Stripe card charge, and the full payment history shown to the customer.
4
The Payments Page
▶ 1 min
Where everything shows up: every payment across your business in one grid, and the Pending tab that tracks emailed links until they're paid.