Create an estimate
Pull products and services from your catalog. Set quantities, prices, and tax. Add a job description and notes for context.
VoxPoint / Workflow Engine
Every service job follows the same path: estimate, approve, deposit, work order, invoice, payment. VoxPoint connects every step into a single pipeline so nothing falls through the cracks and you never re-type a line item.
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Equipment service & installation
In your working day
Pull products and services from your catalog. Set quantities, prices, and tax. Add a job description and notes for context.
Send the estimate to your client via the portal. They review, sign digitally, and pay a deposit before work starts.
One click converts the approved estimate into a work order. All line items, notes, and client info carry over automatically.
Log time entries per technician, add parts consumed from inventory, upload job photos, and update status as work progresses.
Generate an invoice from the work order. The deposit is already applied. Send it to the client and collect payment via card, ACH, or record cash.
Convert an approved estimate to a work order instantly. Every line item carries over.
Clients sign estimates digitally in the portal. No printing, scanning, or faxing.
Require a deposit before work begins. Flat amount or percentage of the total.
Log hours per technician per job. Labor costs roll into the invoice automatically.
Generate invoices from work orders with one click. Deposits already applied.
Every document links back to the original estimate. Complete history from first quote to final payment.
Collect deposits before work starts and auto-generate invoices when the job is done.
Clients approve estimates, sign digitally, and pay deposits without calling you.
Drag work orders onto your calendar and see your week at a glance.
Every invoice and payment flows into your P&L, cash flow, and job profitability reports.
Make your next job a better one
Your estimates, your team and your billing. One connected place to work.