Finance & Invoicing

Win the job before you leave the site.

Build a professional quote in minutes, email it on the spot, and let your customer approve it from their phone.

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1. Rapid itemized quotes

Pull from your saved list of services and materials to build accurate quotes on the fly. Don't see the item you need? Add it once and it saves to your list for every future quote. No more guessing on the back of a business card.

2. Digital approvals

Once the quote is sent, your client accesses it in their personal portal. They can ask for changes or approve the job with one click. Approvals instantly update the quote status in Spatchy so you always know what's ready to move forward.

3. One-click job conversion

Once a quote is approved, convert it into an active job and a draft invoice with a single click. Zero re-typing required. The whole flow from quote to invoice is handled inside Spatchy.

Look like the professional you are.

First impressions matter. A clean, digital quote with your logo and clear line items wins more jobs than a handwritten note every single time.

Everything included. No upgrades required.

Every feature on this page is included on every Spatchy plan. No upgrade tiers. No gatekeeping. Just the full toolkit from day one.

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