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Estimates & getting paid · every plan

From the measurements to money in the bank.

Everything you measured flows into the estimate. Your customer accepts it online and pays the deposit by card or bank transfer, and reminders go out for you.

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Online estimates

Your customer says yes on their phone.

Every estimate you email comes with its own page, laid out like the PDF. Your customer can accept it and pay the deposit there and then.

Viewed
You see when your customer opens it, and how many times
Accepted online
With the acceptance record kept as a PDF
Deposit paid
Card, Apple Pay, Google Pay or Pay by Bank, into your own account
Balance reminders, sent for you
On the due date, then 7 and 14 days late. At 21 days it asks you to call.

Paid too much?

Refund it, keep it, or call it a tip.

When a customer pays more than the job costs, the job says so and asks what to do with the extra: refund it, keep it as credit for their next job, or record it as a tip.

  • Card payments Card, Apple Pay, Google Pay or Pay by Bank, straight into your own account. WeavaWorx takes no cut.
  • Take a card on site Show a QR code on your phone; the customer pays from theirs.
  • Reminders On the due date, then 7 and 14 days late, sent weekday mornings even with your phone off.
A job paid £50 over its total, with Refund the extra, Keep as credit and It was a tip

Quantities & costs

Every material, worked out

Carpet from the cutting plan. Pad and underlayment rolls, tack strip from the room perimeters, transition strips, leveling compound, plywood and panels, labor and anything else you add. Switch an extra off and it stays in the job but leaves the paperwork.

A job’s products and extras, each with an on/off switch
On the job: every extra has a switch
An estimate with carpet, vinyl, pad, tack strip, transition strips and labor, tax and the deposit required
On the estimate: only what is switched on

Estimates & invoices

Your logo, your numbers

  • Estimates Valid for 30 days unless you change it. Mark as sent, duplicate, or convert to an invoice.
  • Live preview On a computer, the PDF updates beside the form as you type.
  • Invoices Draft, sent, paid or overdue. Due in 30 days unless you change it.
  • Job sheets The booking, the installers, the rooms and the work to do.
An estimate with carpet, vinyl, pad, tack strip, transition strips and labor, tax and the deposit required
An invoice with the deposit paid and the balance due

Payments

Every payment, against the job

Record a deposit, a payment, a tip, a refund or an adjustment, and how it was paid: cash, check, card, bank transfer or other. Record & send emails the receipt. A deposit taken on the project counts towards its invoices.

  • Deposits A set amount or a percentage.
  • Still to pay Every job shows what has been paid and what is left.
A job’s payments: invoice sent, 25% deposit paid and the balance due
Send documents with the estimate, invoice and cutting plan attached

Sending

One screen to send it all

Choose who it is from and to, add Cc and Bcc, and attach estimates, invoices, job sheets, cutting plans, floor plans, photos and files. Files too big to attach go as download links. If you are offline, the email waits and sends itself later.

Your business

Several businesses, one app

Each business profile has its own logo, tax ID, bank details for invoices, numbering and accent color. Choose what prints on each document. PDFs come out on US Letter or A4 to suit your country.

  • Your accounts Invoices, payments and contacts export as QuickBooks, Xero or FreshBooks CSV.
Two business profiles, each with its own details and numbering

Send your next estimate from WeavaWorx.

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No card needed · Android & web · Works offline