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Every invoice tied to a project and an estimate.

Design fee billing and construction billing tracked separately — because they bill on different schedules — but both in one dashboard with statuses derived automatically from live payment data.

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Invoice #1089 · Hernandez

Invoice #1089

Issued Apr 14 · Due Apr 28

Unpaid
Flagstone Patio Complete$4,096
Retaining Wall$3,200
Planting & Mulch$1,800
Total Due$9,096

What it does

Project-linked invoicing

Every invoice is tied to a project, contract value, and underlying estimate — line items pull proportionally from the estimate, tax-aware with a rounding tolerance for QuickBooks.

Derived statuses from live data

Draft, Sent, Paid, Overdue — computed automatically from payment and date data. Aging receivables surface without anyone manually updating a spreadsheet.

Alfred-drafted invoice reminders

"Send a reminder for the Martinez invoice." Alfred drafts a professional email with invoice number, amount, and due date — you review and send.

How it works

01

Billing starts from the estimate

Line items pull from the estimate with proportional scaling to the invoice amount. No blank spreadsheet, no manual re-entry.

Billing starts from the estimate
02

Design and construction billing are independent

Design fee invoices and project invoices live in the same dashboard but are tracked on their own schedules.

Design and construction billing are independent
03

Send Alfred-drafted reminders

"Send a reminder for the Martinez invoice." Alfred drafts the email with invoice details. You review, click send.

Send Alfred-drafted reminders
04

Status syncs from QuickBooks

Invoice statuses refresh twice daily from QBO. Your AR dashboard reflects what your accountant sees — always.

Status syncs from QuickBooks
Replaced HubSpot and Jobber in one shot. Cut $400/mo in subscriptions.

Marcus D.

Hardscape contractor, Austin TX

Stop waiting to get paid for work you finished last week.