Build itemized estimates with pipe, fittings, labor hours, and permit fees. Send for approval, convert to invoice on-site, and collect payment before the truck leaves.
These challenges cost you time, money, and customers. IntelliDrive OS solves them.
Manually calculating pipe lengths, fitting counts, and labor hours on a clipboard takes 30 minutes per estimate. Customers want numbers fast or they call the next plumber.
The scope changes mid-job — you add a shut-off valve or reroute a line — but the original estimate does not reflect it. The customer disputes the final bill.
You mail or email invoices after the job and then chase payment for 30 to 60 days. Cash flow suffers while you wait for checks.
Six capabilities designed specifically for how plumbers work.
Add parts by category (pipes, fittings, fixtures), set quantities, and include labor hours and rates. Total calculates automatically with tax.
Add new line items mid-job and have the customer approve the updated scope digitally before you proceed.
Approved estimate converts to a finalized invoice with one tap. All line items, pricing, and notes carry over.
Quote jobs as flat-rate packages or time-and-material with hourly rates. Mix both on a single estimate.
Add permit fees, inspection costs, and other municipality charges as separate line items with clear descriptions for the customer.
Create templates for recurring maintenance work like backflow testing or drain cleaning agreements. Send on a schedule.
Four simple steps to transform your invoicing & quotes workflow.
Itemize parts, labor, and fees. Add photos of the issue if needed. Calculate the total with tax.
Email or text the estimate. The customer reviews and approves digitally from their phone.
Finish the job, add any change orders, and convert the estimate to a final invoice on-site.
Collect payment immediately via card or payment link. Receipt and warranty info sent automatically.
Real improvements from plumbers using IntelliDrive OS.
Fast, professional estimates sent within minutes of the site visit win more business than competitors who take days.
Documented change orders with customer approval prevent arguments about the final bill.
On-site invoicing and instant payment collection eliminate the 30-60 day receivables cycle.
Join plumbers who use IntelliDrive OS to save time, reduce errors, and grow their business.
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