One job, start to finish
Follow one job from the first call to the money in your account — with the documents your customer sees at each step. Nothing here is a mock-up of a feature we plan to build; this is what the product does today.
Step one
Build the quote from your own price list — materials, labour, subcontracted work — or type one-off lines for a job that doesn't fit a template. Cost sits beside price on every line, so you know the margin before you send it.
| Item | Qty | Unit | Amount |
|---|---|---|---|
| Low-voltage path fixture | 8 | $74.00 | $592.00 |
| Transformer, 300W | 1 | $318.00 | $318.00 |
| Direct-burial cable (ft) | 220 | $1.35 | $297.00 |
| Installation labour | 14 | $85.00 | $1,190.00 |
| Trenching & backfill | — | — | Included |
"Included" is a real setting. Hide the price on any line and the customer sees that it's covered without seeing what you charged for it — useful when you'd rather not itemise the parts of a job that invite haggling. Or price the whole thing as one flat package, and the quote shows a single number with a bulleted list of what's in it.
Step two
The customer opens a link — no account, no password, no app. They read your terms, type their name, and accept. You keep the signature, the timestamp and the address it came from, so "I never agreed to that" has an answer.
Step three · money
Accepting the quote creates the deposit invoice and emails them the pay link. They pay by card; it settles into your Stripe or Square account, not ours. You don't chase it, and you don't raise it by hand.
This is also the moment the bookkeeping happens. The payment posts into your Business Workspace in Connected Home Ledger as income — dated, categorised, net of anything you later refund. More on how payments work →
Step four
The install lands on a date and on somebody's list. Assign it to yourself, a crew member, or a subcontractor who only ever sees their own jobs.
Every product line on the quote, totalled by item with your vendor and cost — printable, so nobody makes a second trip to the supply house.
For the products you track, marking the job done takes them out of inventory automatically. Nothing to reconcile at month end.
Step five · money
Mark the job done and the remaining balance is raised automatically, net of the deposit already paid. This is the step most shops lose money on — not because they can't invoice, but because nobody remembers to.
Step six
Closing the job emails the customer a completion note with their warranty summary — equipment, dates, provider. You get a reminder before it lapses, which is a reason for them to call you instead of somebody else.
Built for the shop with a truck
Set up your business in Connected Home Ledger, then open ConnectedWorkOS from your workspace. If you'd rather be walked through it first, we'll show you a real job end to end — lead to final payment — in about twenty minutes.