VoxPoint / Workflow Engine

Estimate to payment. One flow. Zero re-entry.

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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VoxPointYour workspace

Northline Service Co.

A clear proposal.

Approved

Equipment service & installation

Service labor3 hours × $125.00
$375.00
Replacement assembly1 × $245.00
$245.00
Estimate total$620.00
Deposit requested$155.00
Illustrative product view · Sample data · Excludes tax and payment fees

In your working day

From the first step to the next.

01

Create an estimate

Pull products and services from your catalog. Set quantities, prices, and tax. Add a job description and notes for context.

02

Get approval and collect a deposit

Send the estimate to your client via the portal. They review, sign digitally, and pay a deposit before work starts.

03

Convert to a work order

One click converts the approved estimate into a work order. All line items, notes, and client info carry over automatically.

04

Track progress

Log time entries per technician, add parts consumed from inventory, upload job photos, and update status as work progresses.

05

Invoice and get paid

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.

The details that make it work.

One-click conversion

Convert an approved estimate to a work order instantly. Every line item carries over.

Digital approval

Clients sign estimates digitally in the portal. No printing, scanning, or faxing.

Deposit collection

Require a deposit before work begins. Flat amount or percentage of the total.

Time tracking

Log hours per technician per job. Labor costs roll into the invoice automatically.

Auto invoicing

Generate invoices from work orders with one click. Deposits already applied.

Full audit trail

Every document links back to the original estimate. Complete history from first quote to final payment.

Good questions. Clear answers.

Keep the workflow connected.

Make your next job a better one

Bring the business
together in VoxPoint.

Your estimates, your team and your billing. One connected place to work.

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