Create and send a quote
Build a customer-facing quote with clear line items, review the total, and send it to the right customer.
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Quotes & invoices
Price work, send quotes, complete jobs, raise invoices, and follow what is still unpaid.
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Complete a job and send an invoice
Finish a visit accurately, let Surehand raise the invoice, and choose whether to email it to the customer.
Create, send and manage invoices
Raise an invoice, check what the customer will see, send it safely, and follow unpaid or overdue balances.
Chase overdue invoices without duplicate reminders
Find genuinely overdue balances, check for recent payments, send the right reminder, and avoid repeatedly contacting the same customer.