Estimates and invoices, by text

From quote to paid, without paperwork

Open any job on your calendar and you’ll find the Estimate & invoice section (in Jobs & Field Service mode). Build the total from real line items — labor, parts, fees — and Scheduley handles the sending, approving, and tracking.

1. Add line items

Name, quantity, price — the total updates live. “Water heater repair $189, expansion tank $45, disposal fee $20.”

2. Text the estimate

One tap sends an itemized text with the total and a link to their manage page, where they see the breakdown and tap Approve. You get a notification the moment they do, and the job shows an Approved ✓ badge. If they call to ask about it instead, your AI agent reads the estimate state right off the job — sent, approved, or paid — and can re-text the link on the spot.

3. Text the invoice

When the work’s done, Text invoice sends the itemized total with a note that payment is settled in person — cash, check, or card at the visit.

4. Mark it paid

Collect however you like and flip the Paid toggle on the job — your revenue reports stay accurate, and the client’s page shows a PAID badge. (Auto-mark paid in Settings can flip completed visits for you.)

No processor, no fees

There’s no card processing in the middle — and no processing fees. You keep collecting the way you already do; Scheduley makes the numbers clear and the approval effortless.