How it works
From quote to paid, step by step.
QuoteStep keeps the sequence simple, so the client sees one clear path and you keep the money-moving record together.
Step 1
Create the quote
Add the job, pricing, notes and any deposit requirement.
Step 2
Send one approval link
The client reviews the work and approves in the browser.
Step 3
Collect the deposit
The deposit stays linked to the quote and the job record.
Step 4
Convert to invoice
Turn approved work into an invoice without re-entering the details.
Step 5
Follow up
Use the Recovery queue to see what still needs action.