Light OpsConnected
QuickBooks Online.
Invoices and payments go into your books automatically. See how it works.
Build it
Build an itemized quote from your own prices.
Add lines from your price list: C7s by the strand, clips by the foot, minis, wreaths, extension cords, a timer, and your install and removal. Change any quantity or price on the line. Add a discount if you like. Totals, tax and the deposit work themselves out.
Quotes from your website’s quote form start with the lines already in, so you check them and send.
Add-ons
Give customers clear add-on options.
Mark lines as optional add-ons: a wreath for the front door, minis for the front trees. The customer ticks what they want and sets how many, and their total and deposit update as they go.
Approve and pay
Collect the deposit before the job.
The customer opens the quote on their own page, types their name to approve it, and pays the deposit by card. The money goes straight to your Stripe account. If they want something changed, or it’s not this year, they tell you right there.
Invoice and get paid
Turn approved quotes into invoices.
An approved quote becomes the invoice. Card payments made on the customer page are recorded for you, and cash or checks take one click. Paid or Unpaid comes from real payments, so you never update it by hand.
