Week 7: Estimates & Invoicing — Dec 7 – 13, 2024
TL;DR: Full estimate-to-invoice pipeline is live. Property managers can create estimates, convert approved estimates to invoices, and track payment status.
Highlights This Week
- Built Estimates module with line items, tax calculation, and approval workflow
- Built Invoices module with auto-generation from approved estimates
- Added PDF generation for both estimates and invoices
Estimate-to-Invoice Pipeline
The workflow mirrors how real field service businesses operate: create an estimate → send to customer → customer approves → estimate auto-converts to an invoice → track payment. Every step is audited with timestamps and user attribution.
How It Works
Estimates contain line items with quantity, unit price, and tax rate. Approval can happen via email link or customer portal. On approval, the system generates an invoice with matching line items, applies any negotiated discounts, and triggers a payment notification.
What’s Next
Technician management and the scheduling system.