Business Finance
服务团队业务财务
从报价请求到已批准估算、发票、托管支付链接、工单、现场报告、需要时的退款以及月末准备 - 全部在同一工作流中。
适用于不仅仅需要预约的服务企业：报价、团队、材料、审批、支付、退款和作业盈利能力。
Quick walkthrough
See the estimate-to-paid-job flow in one short video.
Watch the manager workflow without reading a long feature list.
End-to-end workflow
从请求到完工的一条完整路径
记录请求、为工作定价、获取批准、转成发票和工单，然后在月末前确认哪些内容成为正式记录。
- 托管支付链接
- 已支付状态对账
- 发票退款
Jobs + review
Turn approved work into jobs, field updates, and manager review.
Keep dispatch, assignments, planned materials, and close-out tied to one live job instead of rebuilding context later.
- 工单
- 现场报告
- 经理审核
Connected tools
Connected tools for quoting, execution, and finance handoff
Module
报价请求
从电话、网站、WhatsApp 备注、电子邮件或手动录入中记录客户请求。
Module
估算与客户批准
发送查看链接，跟踪已查看、已接受或已拒绝状态，并在需要时修订。
Module
发票与支付链接
将已接受估算转换为发票，创建托管支付链接，并将支付状态与财务发票保持关联。
Get started
Run quotes, jobs, and billing from one operating system.
Start with estimates and invoices, or go deeper into work orders, field review, and month-end reporting as the team grows.
