Estimate, approve, invoice, paid.

Professional estimates that customers approve from the portal. Invoices generated automatically from completed work. Recurring billing for service contracts. One-tap online payment built in.

• Professional estimate builder with line items and photos
• Customer self-service approval from the branded portal
• Invoice auto-generation from closed visits
• Recurring billing — weekly, biweekly, monthly, quarterly
• "Pay now" links on every invoice
• AR-aging report and overdue reminder automation

Estimates customers actually approve

A PoolPath estimate has line items, photos of the affected equipment, and a single approve button. Customers can accept on a phone in 30 seconds — no signing in, no PDF round-trip.

Once approved, the estimate converts to a project with one click. You don't re-key anything.

Invoicing that comes from real work

Every completed visit, project, or contract billing run can generate an invoice with the labor, parts, and chemistry already populated. No "what did we do at the Williams' last week?" debates with accounting.

For one-time repairs, invoices generate from the project. For service contracts, they generate on a schedule (weekly through quarterly) without anyone touching them.

Get paid faster

Every invoice has a one-tap pay-now link. Customer taps it, enters card or bank info, gets a receipt. The invoice is marked paid automatically — no manual reconciliation, no missed payments hidden in your inbox.