Money: estimate to signed to paid

Price the estimate

1. In the job, open Estimates & documents and build the estimate line by line from your own service list: hourly, daily, per square foot, minimum or custom pricing.
2. Add materials, lumped or itemized, with photo, unit price and quantity. Add percentage add-ons such as disposal or permits.
3. Give the client choosable options (sink A or sink B) that adjust the total before signing.
4. Set your markup. The client never sees it and cannot derive it: the numbers on their copy add up to what they pay, with no residue to subtract. A line you mark internal stays internal.

Send it, and let the signature do the paperwork

1. Sending is its own deliberate step, so nothing leaves by accident.
2. The client signs in their portal, on their phone, with a finger. The signature stamps their name, the time and the IP into the PDF, and the file locks.
3. Editing a template later never changes a document you already sent: each one is frozen when it goes out.
4. Change orders work the same way: the client asks, you price it once, they sign, and the invoice activates the moment they do.

Where it lives: Each job’s Documents section. Signature, initial, acknowledge, text and date fields go anywhere, including on a PDF you uploaded.

Collect

1. Connect your own Stripe account once, and clients pay invoices by card, or by ACH bank transfer after you switch that on. The money settles straight to you. Servora takes no percentage and never holds it.
2. Prefer checks, Zelle or Square? Use record-only mode: you still get numbered invoices and receipts, and you record each payment with amount, method and note.
3. Deposits, part payments and refunds are all first-class, including refunding a specific card charge.
4. Sales tax is optional, off by default, and you type your own rate. Servora never calculates a rate for you and never gives tax advice.

What runs by itself

• An unsigned document is chased by email at about 48 hours and again at about five days, capped at two nudges.
• An overdue invoice is flagged and the client reminded the day after it was due.
• A client who never logged in gets an invite nudge.
• Profit is shown two ways on purpose: against what you billed, and against what actually arrived in the bank. Only one of those pays wages.
• At year end, export the accountant’s file: expenses, payments, receivables and totals by category, as a CSV.