Invoicing & Payments
Create professional invoices, get paid online, and keep your cash flow organized.
- Stripe-hosted invoice checkout
- Invoice status and balances
- Payment and refund tracking
POWERFUL FEATURES FOR SERVICE BUSINESSES
All the tools you need to run your service business
From estimates and invoicing to payments, scheduling and reporting, Got2Dev Business Manager brings everything together in one easy-to-use platform to help you stay organized and serve customers better.
Everything your business needs, in one place
A connected set of tools to manage your customers, jobs, payments and financial records.
Estimates & Job Management
Prepare professional estimates and carry approved work into a connected workflow.
- Prepare and send estimates
- Customer approval and signatures
- Work orders and scheduling
Customer Management
Keep customer details, history and communication in one place.
- Searchable customer records
- Address and service history
- Estimates, invoices and payments
Reporting & Analytics
Understand business activity with actionable financial and operational reports.
- Revenue and payment trends
- Invoice and job reports
- Customer and estimate insights
Business Operations
Keep services, appointments, staff and recurring work organized.
- Recurring services and visits
- Expenses and purchase orders
- Permissions and accountability
REPORTING & ANALYTICS
Turn your business data into action
See examples of the kinds of visual summaries that help you understand revenue, jobs, invoices and customer activity. These charts use fictional data for illustration.
- Track revenue and collections
- Review estimates, invoicing and customer activity
- Understand operational trends
REVENUE PERFORMANCE
Monthly collected payments
ESTIMATE PIPELINE
Estimate decisions
- Approved
- Pending
- Draft
- Declined
BUSINESS GROWTH
Customer growth
ACCOUNTS RECEIVABLE
Invoice balances
JOB PERFORMANCE
Revenue, costs and margin
PAYMENT METHODS
Payment mix
- Card
- Other electronic
- Offline
Tools that work together
Use the same practical, connected tools across the business instead of re-entering information in separate systems.
Customer Management
Keep customer contact information, service addresses, notes, maps, and transaction history together.
- Searchable customer records
- Residential and commercial customers
- Address mapping and directions
- Estimate and invoice history
Professional Estimates
Create detailed estimates with flexible line items, pricing, taxes, and discounts.
- Automatic estimate numbering
- Customized line items
- Taxes and discounts
- Professional PDF documents
Work Orders
Move approved work from estimate to execution while keeping job information connected.
- Estimate-to-work-order conversion
- Job status and item tracking
- Related appointments and invoices
- Printable work order documents
Scheduling and Appointments
Coordinate field work with appointments tied directly to customers and work orders.
- Appointment scheduling
- Employee assignment
- Work-order-linked visits
- Operational schedule visibility
Invoices
Turn completed work into professional invoices and maintain visibility into money owed.
- Structured invoice workflow
- Invoice item management
- Status and balance tracking
- Printable customer documents
Online Payments, Refunds and Reconciliation
Let customers pay eligible invoices through hosted Stripe Checkout while Got2Dev Business Manager keeps payment activity, fees, refunds, and reconciliation connected to the invoice.
- Hosted, tokenized Stripe Checkout
- Webhook-driven payment posting and pending-payment recovery
- Partial and full refund lifecycle tracking
- Gross, processor fee, platform fee, net, and reconciliation reporting
Services and Recurring Work
Build a reusable service catalog and schedule repeat customer work without re-entering the same job details every cycle.
- Reusable service catalog
- Recurring service templates
- Automatic future work generation
- Checklist and service-item integration
Reports and Analytics
Use operational and financial reports to see what is happening across your business.
- Revenue and collection trends
- Estimate conversion performance
- A/R aging and invoice status
- Customer, tax, and payment analysis
Customer Portal
Give customers protected, mobile-friendly access to their own records and documents.
- Invitation-based secure access
- Estimate approvals and change requests
- Invoice review, online payments and refunds
- Messages, appointments and account activity