Price the work, invoice it, get it paid.
Quoting and invoicing live in the same place as the job they came from, so you are never rebuilding line items in a separate tool. Build a quote from a survey, turn it into an invoice when the work is done, and choose how it goes to the customer.
From survey to quote in minutes
Turn a site survey into a quote, or start one from scratch for a repeat customer. Break the work into priced tasks and let the totals add up, or set your own figure. You decide how much detail the customer sees.
- Customer and site details carried straight from the survey
- Priced tasks that total automatically, or an overridden total
- Show every line, a list without prices, or a single total
Invoice the moment the job is done
Raise an invoice from a completed job, an accepted quote, or on its own. Invoices are numbered in sequence automatically, VAT is handled for registered businesses, and your bank details print on the document.
- Automatic sequential numbering (INV-0001, INV-0002…)
- 20% VAT added when you are registered, left off when you are not
- Draft, sent and paid statuses so nothing sits forgotten
Send it the way that suits you
There is no single way you have to work. Download the document to send yourself, or push it to QuickBooks and send it from there.
- Download a PDF with your company details and payment information
- Push the invoice to QuickBooks and send it from your accounts
- Email quotes and invoices from Treetask directly (coming soon)
Paid in QuickBooks, paid in Treetask
Connect QuickBooks and Treetask keeps your invoice statuses in step. When an invoice is settled in QuickBooks, it is marked paid in Treetask too, so your job list always reflects what has actually come in.
Try it on your own jobs.
Set your business up in a few minutes and put a real job through Treetask. No card needed to take a look round.