Quote sent. Money received. Days, not weeks.
Customer accepts onlineAuto-convertPay-by-linkAuto-reconciled
Menu
Run the day
Get paid
Grow & connect
Run the business
Certificates
Gas, electrical & hot water — all in one.
Job sheets & reports
Templated, signed, archived per job.
Proof of work
Photos, signatures, bundles for customers.
Project costs
Live margin, receipts, profit tracking.
Fleet & team
Roster, vehicles, holidays, time.
Access control
Roles, permissions, hide-pricing rules.
By trade
Plumbing
Leaks, callouts, services billed same-day.
Gas engineering
CP12s, gas rate calcs, sigs on screen.
Heating engineering
Servicing, breakdowns, full installs.
Electrical contracting
EICRs, PAT, fire alarm — UK library.
Property maintenance
Multi-property landlord workflow.
Multi-trade
Plumbing, gas, electrical — one office.
Air conditioning
Per-unit register, F-Gas log.
Renewables
Heat pumps, solar, batteries.
Facilities maintenance
PPM + reactive in one queue.
Fire safety
BS5839 / BS5266 templates.
Drainage
CCTV surveys, jet washes, same-day pay.
Boiler installation
5-stage installs, annual follow-up.
By solution
Job management
Booking to billed, one record per job.
Field service management
Office to van. Van to customer.
Customer management
Multi-property CRM for trades.
Invoice management
Build, send, track and chase.
Payment tracking
Bank-matched, audited, reconciled.
Accounts receivable
Aged debt, chasing, escalations.
Proof of work
Photos, signatures, share bundles.
Business management
Whole trade business, one screen.
The commercial flow, without the friction.
Most software treats quote, invoice and payment as three separate things. OnPoint runs them as one continuous chain.
Customer accepts in branded portal
Quote → invoice with one click
Pay-by-link sent automatically
Bank credit auto-clears the invoice
Built for the quote-to-payment workflow
Quote-to-paid, without typing twice.
One record. One thread. Office never has to manually reconcile a paid quote ever again.
Itemised quotes
Templates, VAT, deposits — sent in seconds.
Customer portal accept
Customer reviews & accepts from a link.
Auto-convert
Accepted quote becomes invoice — no retyping.
Pay-by-link
Apple Pay, Google Pay, card — one tap.
Bank match
Credit hits, invoice clears, status updates.
Auto-chase
Overdue invoices reminded on schedule.
Branded checkout & customer portal
Per-quote acceptance tracking
Bank credits auto-matched
Activity timeline on every doc
1 click
Quote → invoice
Same job, same line items.
Tap
Customer pays
Card, Apple, Google Pay.
Auto
Bank match
Credit clears the invoice.
Days
Not weeks
Cash arrives faster.
Quote sent. Money in. Without manual chasing.
14 days free. Build your first connected quote today.
14 days freeNo contract — cancel anytimeNo card to startFree migration help