Before the work
Let customers approve the plan.
Send an estimate online, keep the accepted scope attached, and let the work order start from what the customer approved.
Estimates, invoices, payment plans, refunds, and payouts. Every number in one place.
What Wallet handles
Before the work
Send an estimate online, keep the accepted scope attached, and let the work order start from what the customer approved.
After the work
Build the invoice from the finished work order, with the line items, materials, and job history already connected.
For larger jobs
Split a large invoice into installments that bill themselves and stay tied to the same customer and job.
Every day
Payments, refunds, payouts, subscriptions, and invoices stay together in one ledger you can filter by location.
How Wallet connects
Appointments, work orders, customers, invoices, and payments stay connected so the office can move from approval to payout without rebuilding the record.
Appointments and work orders
The appointment and completed work give the estimate and invoice the right customer, service, and job details.
Customers
Invoices, payments, plans, and refunds stay connected to the customer record so the team can see what is owed and what has been paid.
Bank and payouts
Wallet connects to the business bank account. Payouts follow a rolling two-day system, while access and payout settings stay in the right hands.
The payment flow
The customer accepts the estimate online and the approved work stays attached.
The finished work order gives the invoice its customer, services, and line items.
Take payment in full or make a larger job easier with installments.
See payments and refunds clearly, then follow the payout to the business bank account.
What Wallet keeps together
Wallet