Quote, contract, invoice
Send a quote (or let AI draft it), turn the accepted quote into a contract for signature, then invoice the work — the full deal flow in one place.
How does the quote-to-invoice deal flow work?
Homeezy runs your whole deal flow in one place: create a quote (write it line by line, pull from your price book, or let George AI-draft it), send it for the client to view and accept, turn the accepted quote into a contract for signature, then send an invoice to get paid. Each document carries over the details from the last, so you never re-type the same job twice.
Run a deal end to end
- 1Create a quote
Open New quote, pick the client, and add line items — or use the AI draft option to describe the job and let George build a first draft you can edit.
- 2Send it for review
Send the quote. Your client gets a secure link to view and accept it — no account needed. You'll see the status update as they open and respond.
- 3Turn it into a contract
Once accepted, create a contract, attach your terms of service, and send it for signature.
- 4Invoice the work
Create an invoice from the job (you can convert a quote directly), then send it so your client can pay online.
Let George do the heavy lifting. The AI draft turns a plain-language description of the job into a structured quote, contract, or invoice in seconds — you just review and adjust.
Yes. Use the AI draft option to generate a first draft, then edit it. See AI-draft a quote and AI-draft a contract.
No — the steps are flexible. Many jobs go quote → invoice; use a contract when you want a signed agreement and your terms of service attached.
Yes. See Convert a quote to an invoice — the line items and client carry over automatically.