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  • Smart Track
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Quote It. Bill It. Get Paid

Send clear estimates, convert them into invoices, and track payments all in one place.
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  • From First Quote to Final Payment—All Tracked, All Accounted For

No loose papers, no delayed billing— just fast, accurate, professional transactions.

  • Generate estimates in seconds using saved services, pricing, and customer info. Share them instantly via the app or email.
  • Once an estimate is approved, turn it into a detailed invoice with one click—no double entry, no extra steps.
  • Know when an estimate was viewed, when an invoice was sent, and when payment was completed. Everything is logged automatically.
  • Add taxes, apply discounts, and adjust totals easily. Your estimates and invoices will always match your business rules.

No More Delayed Quotes or Missed Payments

SmartTrack CRM simplifies your billing flow by connecting estimates and invoices into one smooth process. No more toggling between software or retyping the same numbers. Your team can send accurate quotes, customers can approve them fast, and you can bill instantly—without delays or mistakes.

Whether you’re quoting a quick fix or a long-term job, everything stays organized, professional, and ready to go. And when it’s time to follow up, you already know who paid, who hasn’t, and what’s overdue—without digging through old emails.

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FAQs

Go to the “Estimates” section, select the customer, choose the service or product, and input the pricing. You can add notes, taxes, or discounts and then send them directly through the app or via email.
Yes. Once a customer approves the estimate, you can convert it into an invoice with a single click. All the details carry over, saving time and reducing errors.
Each estimate and invoice shows status updates—such as “sent,” “viewed,” or “paid.” You’ll get notified when a customer opens the document or completes a payment.
Absolutely. You can add tax percentages, apply item-specific or total discounts, and include custom notes or terms for each estimate or invoice.
Yes. Your dashboard will flag any unpaid invoices past their due date so you can send reminders or follow up with the customer quickly.

Download the SmartTrack app to manage your business anytime, anywhere. Stay connected, track performance, and boost productivity with ease!

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