Procured

This feature allows users to create and share professional PDF estimates with clients via email and SMS. The platform supports adding custom line items and flagging certain services as recommended, while also enabling the collection of advance payments.

Procured helps businesses efficiently capture new leads directly from their website with customizable, embeddable forms. These forms can be configured as a pop-up or a standalone page and support various field types, including file uploads.

The system provides robust tools for managing both one-time and recurring jobs. It features time tracking per employee, expense logging with receipt uploads, and the ability to add before-and-after photos, which enhances project transparency and provides a comprehensive record of work progress.

The software streamlines the invoicing process by allowing users to create and send professional invoices with a single click. The platform facilitates online payments via Stripe, including support for ACH transfers, and handles automated client communication for all successful payment transactions.

Procured simplifies financial transactions by allowing businesses to accept secure online payments through its integration with Stripe. This feature supports accepting partial payments on quotes and estimates, provides fraud protection, and gives users access to a centralized portal for monitoring all revenue.