Estimate Desk
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ServiceHub · lead to invoice

Estimate first. Job after acceptance.

A shop pad for leads, estimates, jobs, invoices, and support. Capture the lead. Price the estimate. The van stays in the bay until the signature. A draft invoice cannot collect. Technicians cannot capture leads.

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Carbon copy · EST-1842

Job blocked
LeadHarbor CabinetsLED-1842
Line 1Restaurant millwork$18,200
Line 2Install window$4,210
StatusSent · unsigned$22,410
Grey Ford Transit job van in the shop bay — it rolls only after the estimate is accepted

Job van · bay hold

Van stays parked until EST-1842 is signed.

Not Trusty. Not a dispatch board. An estimate needs a lead. A job needs an accepted estimate. An invoice needs a billable job.

Red lead folders on the shop shelf, walk-in with no estimate yet
Lead only

Walk-in

LED-331. Sales captured the walk-in. No estimate yet, so no job and no van.

Open leads
Estimator marking a floor-plan quote at the shop desk
Sent · unsigned

Estimate

EST-1842 Harbor Cabinets. The job folder stays closed on an unsigned pad.

Chase signature
White job van with cargo doors open after an accepted estimate
Accepted · rolling

Job

JOB-0908 Northgate Millwork. Van left the bay after EST-1836 was signed.

Open jobs
Invoice desk with calculator, printout, and glasses on a manila folder
Draft refused

Invoice

A draft invoice cannot hit the till. Charge only a sent, billable invoice on Stripe Checkout.

Open invoices

Sales owns intake

Maya captures the lead. The pad prices it.

Walk-in, web, phone, or referral lands on sales or dispatch. Qualify, draft, send. Support can ride the same lead. The van does not move on a draft.

LeadEstimateAcceptedJobInvoice

Take payment

Charge the sent invoice. Refuse the draft.

Amount lives on the estimate, then on the invoice after the job is billable. The till does not take a typed price. Harbor Cabinets stays unsigned, so no job and no charge.

Collect on the invoice→ Invoice till
  1. Stripe CheckoutCard on Stripe. Amount from the unpaid sent invoice row, never a draft.
  2. Server totalLead, estimate, job, and invoice stay on the folder. The till does not take a typed amount.
  3. Draft refusedINV-2214 in draft cannot collect. Issue the invoice first, then charge.

Price the pad. Roll the van after the signature.

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