Quote, bill, and get paid faster
ProHelper runs your money from one place: build estimates, convert them to invoices in a click, record payments, and sync it all to QuickBooks - the full path from the first quote to the paid invoice, with none of the extra apps. It works on the truck even when the signal drops, so billing never waits for the office.
- Get paid faster by invoicing the moment a job wraps instead of waiting until you are back at the desk
- Stop the double entry between the field, your invoices, and QuickBooks
- Always know what is outstanding with live balances on every invoice and Account
- Keep billing moving even in basements and rural sites where the signal disappears
What you can do with Invoicing & Payments
Estimates that win the job
Build clean, branded estimates from your price book, send them to the customer, and keep every version on the Account. When the customer says yes, the estimate becomes an invoice without re-keying a single line.
One-click estimate to invoice
Job details and approved estimate lines flow straight onto the invoice, so there is no double entry and nothing falls through the cracks between the field and the books.
Record payments your way
Log full or partial payments against any invoice and watch the balance update instantly. Mark jobs paid from the office or the field and keep a clean record of what is still outstanding.
Bill from the field, offline
Create and send invoices right from My Day on a phone or tablet, even with no signal. Everything queues and syncs the moment you are back online, so you collect before you leave the driveway.
Price book and reusable Items
Manage your services, parts, and rates as Items once, then drop them onto any estimate or invoice. Consistent pricing means fewer errors and faster quotes.
Two-way clarity with QuickBooks
Connect QuickBooks and keep your invoices, customers, and payments in sync, so your bookkeeper works in the tool they trust while you run jobs in ProHelper.
Online customer payments
Built-in online card payments let customers pay an invoice from a link so cash lands in your account faster, with less chasing. Available on the Growth plan.
Recurring billing & subscriptions (coming soon)
Recurring subscription billing is coming for maintenance plans and recurring service agreements, so memberships bill themselves on schedule without manual invoicing.
Invoicing & Payments: questions answered
Build an estimate from your price book and send it for approval. Once approved, convert it to an invoice in one click with the line items carried over, then record full or partial payments against it. Estimates, Invoices, and Payments are all live in ProHelper today.
Yes. Online customer payments are available on the Growth plan, and the Client Portal gives customers a place to view and pay invoices directly from a link. On Essentials, you create and send invoices and record payments collected by card, check, cash, or bank transfer.
Yes. The QuickBooks integration is live, so your invoices, customers, and payments stay in sync between ProHelper and your accounting, keeping your books accurate without re-entering data.
Yes. ProHelper is mobile-first and offline-first, so you can build and send invoices and record payments from My Day on a phone or tablet. If you lose signal, the work queues and syncs automatically once you reconnect.
Explore more of the platform
Every piece works together in one app, so there are no integrations to wire up and no setup headaches, just turn on what you need.
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