Estimates & billing
Approval to invoice, without the phone tag.
Estimates go out as a link. Customers approve with one tap from any phone — no app, no login, no voicemail loop. And the approval lands in the record, timestamped, where disputes go to die.
The billing panel lives on the service order — lines, approval status, invoices, and payments in one place.
Estimates
Sent as a link. Approved in a tap.
Every estimate has a share page a customer can open anywhere. They see the work, the lines, and the total — and approve it on the spot. The moment they do, your team sees it.
- Labor, parts, fees, and discounts as structured line items
- One-tap approval from the customer's phone, timestamped in the record
- Intelligence can draft the lines — you approve before anything is sent
Why links beat portals
Portals ask your customer to make an account to give you money. A Shopbook estimate is an unguessable link that opens instantly, reads cleanly on a phone, and carries one button that matters. Less friction for them; faster yes for you.
Invoices & payments
Numbers your accountant will respect.
Invoices are sequentially numbered per shop, snapshot their lines forever, and can't be silently edited after the fact. Money is computed in integer cents — no floating-point rounding surprises, ever.
- Sequential invoice numbers, immutable line snapshots
- Payments recorded against invoices, with AR aging in Reports
- Print-clean invoice pages for the paper-and-glovebox crowd
The accounting posture
Round per line, sum exact, store cents as integers, never mutate an issued invoice. These are boring rules — which is precisely the point. Your books should be the most boring thing about your shop.
1 tap
for a customer to approve an estimate
0 edits
to an issued invoice — corrections are new documents
100¢
integer-cents math, no floating-point drift
Get to yes faster. Get paid cleaner.
Free to start. Flat price. Unlimited users.