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From the first ring
to a paid invoice.

Send the estimate, turn it into an invoice when the job is done and collect payment, in the same place Cindy books the job.

Marcus Green · AC repair
Estimate #1042
Approved
Diagnostic
$150
Capacitor replacement
$490
Total
$640
Estimate sentInvoice sentPaid $640
How it helps

Estimates, invoices & payments, in plain terms.

Price book

Your services and prices in one list, so every estimate starts right.

Estimates to invoices

Build an estimate, then turn it into an invoice when the work is done.

Get paid

Collect payment and see what's paid and what's outstanding.

Job costing

See what each job cost and what it made.

Set up

Live in a day.
Then just watch.

Add your services

Set your common line items and prices.

Send the estimate

From the lead, after the visit or call.

Invoice and collect

Turn it into an invoice and get paid.

Questions

Can I send estimates from Cindy?

Yes. Build an estimate on the lead and send it to the customer.

Can an estimate become an invoice?

Yes. Turn an approved estimate into an invoice when the job is done.

Does Cindy do job costing?

Yes. Cindy has a price book and job costing on the back end, so you can see what each job cost and made.

Does Cindy dispatch technicians?

Not yet. Field service dispatching is in development. Today Cindy books jobs onto your team calendars.

Never let a lead wait.

Book a demo20 minutes · See Cindy answer a lead for your business

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