Invoices and payments
Send the invoice. They pay it from the email.
Getting paid should not need a phone call and a cheque. Build the invoice on the job, send it through your own Stripe or QuickBooks account, and the homeowner pays by card from the email it arrives in.
$997/mo for the whole company. Everything below is included.
How it works
How getting paid works.
This is your money moving through your own payment account. Nothing sits in the middle.
01 Build it on the job
Line items with quantities and unit prices, plus tax, the way an invoice actually looks. Or start it from the job worksheet.
02 Your account, your money
Connect your own Stripe or your own QuickBooks. Payments settle to you directly.
03 A pay page in the email
Stripe or QuickBooks emails the homeowner the invoice with its own pay page. No account and no login.
04 The job knows it was paid
Payments come back on the job as paid or part paid, so nobody has to reconcile two screens to find out who still owes you.
05 Deposits and progress payments
Invoice the deposit, then the balance, against the same job rather than as two unrelated documents.
06 Set up with you
This is new. A homeowner payment has not yet run end to end on a live account, so we connect your account and watch your first invoice go out with you.
The honest version
What it does with money, and what it will not touch.
This sends an invoice through your own payment provider and records the payment. It is deliberately not an accounting system.
| Task | Handled here | Still a person |
|---|---|---|
| Invoices with line items and tax | Yes | Nobody |
| Card payment from the email | Through Stripe or QuickBooks | Nobody |
| Paying into your own account | Yes | Nobody |
| Deposits and progress billing | Yes | Nobody |
| Texting a payment link | In reminder texts, if you turn them on | Off by default |
| Bookkeeping and reconciliation | No | QuickBooks or your accountant |
| Financing for the homeowner | No | Your finance partner |
Straight answers.
Whose Stripe account is it?
Yours. You connect your own, and payments settle to you. We are not in the middle of your money.
Can I use QuickBooks instead?
Yes, and many roofers should, because it is already where their books are. QuickBooks invoices carry their own pay link. You map your QuickBooks product and tax settings once before the first send.
Do I have to put in every line item?
Only as much detail as you want. A one line invoice is fine, and so is a full breakdown with tax.
Does it chase unpaid invoices?
It shows you what is outstanding on the job. Chasing is still a decision a person makes, because a roofing company knows which customers to push and which to leave alone.
Also included
The rest of what your $997 covers.
Everything here is one plan and one price. Nothing below is an add-on.
AI roofing secretary
Answers every call in a natural voice, qualifies the job the way an office manager would, and books the estimate before hanging up.
Roofing answering service
Nights, weekends and the second caller during a storm. It takes several calls at the same time, so nobody sits in a hold queue.
Hail map and storm reports
Radar-estimated hail swaths over your territory, with roof and address dots underneath so you know which streets to inspect first.
Get paid without making a phone call.
The invoice goes out from the job. The payment is recorded back on it.