Signed estimate, deposit collected, balance paid before you leave the driveway.
HVAC, plumbing, electrical, roofing, landscaping and remodeling all run on the same money problem: the quote goes out fast, the deposit comes in slow, and the final balance sits in a truck console as a paper invoice. OptiPay360 turns the estimate into the invoice, and the invoice into a payment, without re-keying anything.
How the day actually runs
- 1Quote on site
Build an estimate with line items pulled from your saved materials and labor list, add taxes, and email or text it before you drive away.
- 2Customer signs
The homeowner e-signs the estimate from their phone. Accepted estimates convert into an invoice in one click, with the scope intact.
- 3Deposit before scheduling
Collect a deposit against the invoice by card or ACH. The remaining balance stays visible on the same record.
- 4Final payment in the field
Key the card into the Virtual Terminal, take a tap on a terminal, or send a payment link. Capture a signature on the receipt if the job calls for it.
The parts of OptiPay360 you'll use most
Estimates with e-signature
Quotes customers sign online, with acceptance recorded and one-click conversion to an invoice.
Deposits & progress billing
Deposits, partial payments, and remaining-balance tracking on a single invoice — no spreadsheet of draws.
Payment in the field
Virtual Terminal for keyed cards, physical terminals for tap and chip, or a payment link sent by text.
Dual pricing
Show a cash price and a card price on the same document, with the disclosure displayed to the customer before they pay.
Materials & inventory
Save parts, materials, and labor rates once, then drop them into estimates and invoices as line items.
QuickBooks Online sync
Customers, invoices, and payments push to QuickBooks so your bookkeeper isn't re-typing job tickets.
What that adds up to
- Estimate-to-invoice with no re-entry, so the scope the customer signed is the scope you bill.
- Deposits collected at acceptance instead of at the first site visit.
- Payment taken at the job, on the same device you wrote the estimate on.
- ACH available for large project balances where card fees hurt.