Sales for trade businesses
Quote, invoice and get paid.
One workflow from first price to final payment — with the customer, site and job history attached at every step.
1 · Quote
Quote · QT-0214
M. Doherty — 14 Ashford Road
2 · Invoice
INV-0918 · J. Brown
PaidInvoice sent
via email · Mon 14:02
Customer opened invoice
Mon 18:47
Reminder sent
Wed 09:00
Payment received · £480.00
Bank match · Thu 11:21
3 · Chase
Overdue invoices
Auto-flagged · 3 need action
T. Hayes
12 days overdue · 2 reminders sent
Greenline Ltd
7 days overdue · 1 reminder sent
S. Patel
4 days overdue · 1 reminder sent
1 click
Quote → invoice
Convert without retyping the job.
0 tools
Spreadsheets needed
Quotes, invoices, payments in one place.
100%
Activity tracked
Every send, open, accept and payment logged.
Auto
Overdue chasing
Reminders go out without you remembering.
Quotes
Quotes that customers can actually accept.
Build itemised quotes with templates, VAT, deposits and discounts. Send by email, SMS or share link — customers accept or decline from a portal, and the timeline updates as they go.
- Templates for repeat work — load a quote in seconds
- Send & viewed tracking on every quote
- Customer accepts in one tap from the portal
- Convert accepted quote → invoice with one click
Quote · QT-0214
M. Doherty — 14 Ashford Road
Invoices
Last 30 daysJ. Brown
INV-0918
K. Singh
INV-0917
T. Hayes
INV-0916
Built with Care
INV-0915
M. Doherty
INV-0914
Invoices & payments
See what's paid, what's not, instantly.
Every invoice has a status — sent, opened, part-paid, paid, overdue. Connect your bank and incoming transactions match against invoices automatically.
- Status badges across every invoice
- Bank reconciliation with auto-matching
- Payment timeline on each invoice
- Email & SMS payment links built in
Auto-chasing
Stop chasing overdue invoices from memory.
OnPoint flags overdue invoices the moment they cross the line, sends scheduled customer reminders, and gives you a daily summary of what needs action.
- Automatic overdue detection
- Scheduled customer reminder emails
- Reminder count & last-sent tracking
- Organisation overdue summaries
Overdue invoices
Auto-flagged · 3 need action
T. Hayes
12 days overdue · 2 reminders sent
Greenline Ltd
7 days overdue · 1 reminder sent
S. Patel
4 days overdue · 1 reminder sent
And the rest
Everything sales touches — in the same place.
Job sheets
Same workflow as quotes & invoices, with PDFs and templates.
Templates & products
Reusable wording, line items, VAT and a product catalogue.
Customer portal
Customers view, accept and pay through secure links — no install.
Bank reconciliation
Connect your bank, match transactions to invoices automatically.
Email & SMS built-in
Send everything from inside the workflow — no copy/paste.
Permission controls
Hide pricing from selected staff, lock down sensitive areas.
Before & after
Replace sales admin that depends on memory.
Ready to quote, invoice & get paid from one workflow?
14 days free on your first organisation — no card needed.