Quotes To Payments

From First Ask
To Money In The Bank

One thread carries the whole job: request, quote, booking, invoice, payment. Nothing gets retyped, and nothing gets chased.

01

The Quote Drafts Itself

A homeowner sends photos from your website. Protocol drafts the quote and you send a real number the same hour.

02

The Job Books Itself

They approve, pick a time that works, and it lands on your calendar. The phone tag ends.

03

The Money Follows The Job

The invoice goes out when the job closes. Card, bank, cash, or check, with the receipt texted automatically.

What It Covers

The Whole Revenue Cycle

Most lost revenue leaks between steps: the quote that never went out, the booking that never made the calendar, the invoice that waited two weeks. Protocol carries each job through every step, so the leaks close.

  • Quote requests with photos from your website
  • Drafted quotes with line items and deposits
  • Online booking straight to your calendar
  • Invoices sent when the job is done
  • Card, bank, cash, or check, with receipts by text

Payments run on Stripe. Deposits can be required before a quote is approved, so the calendar only holds real jobs.

Send A Real Number The Same Hour

See the quote flow running on your services and prices.

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