Finish the job at five. Finish the paperwork at five-oh-two.
The quote becomes the work order, the work order becomes the invoice, the invoice pays itself and lands in your books. Nothing retyped, nothing chased, nothing left for Sunday night.
14-day free trial. No credit card required.
- No more paperwork
- Paid in days, not weeks
- QuickBooks, Sage and Acomba sync
(514) 555-0120Mobile
9200 boulevard Métropolitain E, Montréal QC H1J 1K7Main
| Item | Qty | Rate | Total |
|---|---|---|---|
| Temporary service panel, 100 A | 1 | $1,450.00 | $1,450.00 |
| Site lighting, phase 2 | 1 | $960.00 | $960.00 |
Subtotal$2,410.00
GST 5%$120.50
QST 9.975%$240.40
Total$2,770.90
Amount received$0.00
Balance$2,770.90
Tuesday, 5 p.m.
The kitchen table, before and after
- Retype the quote into an invoice
- Guess which contracts were billed
- Chase three cheques by phone
- Enter it all again for the accountant
- Do it Sunday, or forget
- Quote converts to the invoice
- Recurring bills send themselves
- Customers pay by link or card
- Books update overnight
- Nothing left for Sunday
What's inside
The back office that runs itself.
Quote, invoice, payment and books — connected end to end, so nothing waits on someone to key it in.
Quotes that become invoices in one click
Build a branded quote from a template, offer options and add-ons the customer picks online, collect the deposit, then turn the approved quote into one invoice or several. Nothing is typed twice.
Plannit Pay, no terminal
Card or bank transfer, on site or from a link. Money in 24 to 72 hours on average.
Contracts that renew themselves
Seasonal renewals sent in a batch, early-bird discounts applied, recurring work locked in.
Books that stay current
Invoices, payments and customers sync to QuickBooks, Sage or Acomba. No double entry.
Quote to cash
One job, from the driveway to the bank
Follow a single job through the three moments the office cares about.
Priced from your list, approved on their phone
Options and add-ons update the total as the customer picks. They approve online, request a change, or pay a deposit without calling you back.
- Templates with your logo and terms
- Payment schedules per customer
- Approved quotes wait in the pipeline, not in your inbox
2875 rue Rachel E, Montréal QC H1W 1A4Jobsite
| Description | Qty | Rate | Amount | |
|---|---|---|---|---|
| Outdoor outlets, 2 × GFCIWeatherproof in-use covers on a new 20 A circuit from the panel. | 2 | 320.00 $ | 640.00 $ | |
| Landscape lighting, 6 fixturesLow-voltage path and accent lights, transformer and wiring included. | 1 | 1,460.00 $ | 1,460.00 $ | |
| Line 3 — optional add-ons go here | ||||
| Line 4 | ||||
| Line 5 | ||||
Subtotal2,100.00 $
GST 5%105.00 $
QST 9.975%209.48 $
Total2,414.48 $
| Please select among these options | Quantity | Rate | Amount |
|---|---|---|---|
Outdoor outlets, 2 × GFCIWeatherproof in-use covers on a new 20 A circuit from the panel. | 2 | 320.00 $ | 640.00 $ |
Landscape lighting, 6 fixturesLow-voltage path and accent lights, transformer and wiring included. | 1 | 1,460.00 $ | 1,460.00 $ |
Add-on: timer and photocellLights come on at dusk and off at the time you choose. | 1 | 180.00 $ | 180.00 $ |
Add-on: Wi-Fi smart switchControl the lighting from your phone, app and voice. | 1 | 165.00 $ | 165.00 $ |
Add-on: extra GFCI outlet, backyard shedOne more weatherproof outlet on the same circuit. | 1 | 220.00 $ | 220.00 $ |
iImportant information
Thank you for your business
Subtotal2,100.00 $
GST105.00 $
QST209.48 $
Total2,414.48 $
Sent the minute the job closes
Invoices come from the quote, the work order or the timesheet. Batch up to 50 at once. Status is tracked; reminders go out on their own.
- One click from work order to invoice
- Email or text, or print when needed
- Automatic reminders for the ones that lag
No invoice yet on this jobThe work order is Completed: parts and 5 h of labour are on it.
Invoice from work order 0001| 50 A GFCI breaker, hot tub | $285.00 |
| 6 AWG cable, conduit and fittings | $410.00 |
| Labour, electrician · 5 h × $120 | $600.00 |
| Permit and inspection | $315.00 |
Subtotal$1,610.00
GST 5%$80.50
QST 9.975%$160.60
Total$1,851.10
Lines from the work order · your terms: Net 30 · nothing retyped
Paid in days, booked overnight
Customers pay by card or bank transfer from the invoice. Every transaction lands in your reports and syncs to your accounting system.
- Recurring billing, set once
- Real-time sales and payment reports
- QuickBooks, Sage or Acomba, synced
Your jobs
Request a job| # | Date | Status | Services | Address |
|---|---|---|---|---|
| 0042-0001 | Thu Oct 8 | Scheduled | Driveway snow removal | 5904 Park Avenue, Montréal |
Questions? Chat with Northline
Your quotes
Questions? Chat with Northline
Your invoices
Questions? Chat with Northline
The details
What the office stops doing
The chores that disappear, in the words of an owner who watched them go.
“The professionalism the system projects gives our business extra credibility. Our customer service is close to perfect.”
Quotes, estimates and contractsBuilt for construction, roofing and complex projects
Regular quotes, estimates and contracts from one template library. Options, add-ons and payment plans update the total live.
Invoices from work orders and timesheetsBuilt for repairs, emergencies and in-and-out calls
Bill parts and hours straight from the visit. Batch invoicing sends up to 50 at a time.
Online and card-present paymentsCheques stop being a thing
Pay-by-link, tap on site, bank transfer. Paid within 24 to 72 hours on average.
Real-time accounting reportsMonth end without the printing
Sales and payments recorded as they happen; summaries built automatically; exports ready for the accountant.
Create your account
Set up before your next job
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
Do I have to use Plannit Pay to invoice?
No. Invoicing works without it. Plannit Pay adds pay-by-link, card-present and bank-transfer payments so customers can pay from the invoice.
Can one quote become several invoices?
Yes. An approved quote can be split into one or many invoices, for deposits, progress billing or a final balance, without re-entering anything.
Which accounting systems does Plannit sync with?
QuickBooks Online, Zoho Books, Sage 50, Acomba and Avantage. Customers, invoices and payments sync so nothing is entered twice.
Which plan includes the back office?
Quotes, invoices and the customer portal are on every plan. Recurring billing and contracts start on Pro; accounting sync is on Premium.