Build estimates with operating context
Customer and scope information stays close to the estimate so accepted work can continue into execution without rebuilding the record.
BuildCurrent links estimating and invoicing to the job between them. Instead of treating quotes and invoices as isolated documents, the platform keeps customer, scope, job and payment context connected from the first price to the final receipt.
QuoteForge™ + BillFlow™
QuoteForge™ supports estimate line items, discounts, deposits, taxes, secure customer shares, delivery and acceptance. Accepted work can become a job. BillFlow™ then manages invoices and balances, while CurrentPay™ connects payment records, receipts, refunds and reconciliation.
Customer and scope information stays close to the estimate so accepted work can continue into execution without rebuilding the record.
BillFlow™ manages draft invoices, billing states, balances, issue and send flows, voids and archives while preserving the customer and job relationship that created the charge.
CurrentPay™ supports Stripe-enabled online payment flows, payment records, receipts, refunds and reconciliation so payment belongs to the same operating history.
Because estimating and invoicing live beside operations, owners can connect pipeline, work, billing and receivables instead of managing documents without context.
From first estimate to final receipt, the record stays connected.
Common questions
Yes. BuildCurrent is designed to carry accepted estimate context into job execution.
Yes. BuildCurrent includes Stripe-enabled customer payment flows and payment records.
Yes. Billing states, balances, payments and reconciliation are part of the platform.
No. Estimates can remain connected to the lead and customer context that produced them.
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