Plumbing
Plumbing splits between planned work you quote and emergencies you price at the door. Both need approval you can prove and payment you do not have to chase.
A repipe is quoted, slept on, and won or lost on how quickly you follow up. A burst line at 9pm is priced standing in a wet basement. The same tool has to handle a considered quote and a same-hour approval without slowing either down.
Build the estimate on your phone from your own price list, hand it over, and they sign it there. You keep the signature and the timestamp, which settles any later argument about what was agreed.
Not every call needs an estimate first. Raise a standalone invoice for the work, send the pay link, and move on.
They pay from the link on their own phone while you are packing up. No cheque in the post, no invoice ageing thirty days.
For a repipe or a water heater, take a deposit on acceptance and bill the rest automatically when the job is marked done.
Fixtures and fittings come off your price list with your cost attached, so the margin on a job is visible rather than estimated.
Sent estimates get a follow-up task and expire on their own after thirty days, so the pipeline reflects live work instead of everything you ever quoted.
The same job, every time
Planned work: quote, sign, deposit, schedule, final invoice. Emergency work: do the job, raise a standalone invoice, take the card payment before you drive away. Both post into your books the same way. See the whole run, with example documents →
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.