Guide
nearvise Invoice
Estimates out, money in.
nearvise Invoice is for work you schedule, quote and bill: recurring jobs assigned to you or your staff, estimates customers approve from a link, invoices that build themselves as visits are done, and a dashboard that shows who owes you.
Step by step
Getting started
- 1
Sign up and set up your business
The same quick setup as Payments: your business, address, sales tax and how you take cards.
- 2
Add clients and items
Add them by hand, pick clients from your contacts, or import a spreadsheet (templates included) or a photo.
- 3
Schedule the work
Give each client their service days and assign the job to a staff member or yourself. Everyone sees the day’s jobs, and the dashboard shows the weather.
- 4
Send an estimate
Your client opens the link, sees the estimate and approves it. An approved estimate becomes an invoice.
- 5
Invoice and get paid
Send by email or text, with a PDF, and ask for a deposit up front if you like. Clients pay by card online, and statuses update themselves: unpaid, partial, deposit paid, paid.
- 6
Keep the books tidy
Connect QuickBooks Online to send paid invoices, clients and payments across automatically.
Know your way around
Where things are
Dashboard
Today’s money at a glance: owed to you, past due, collected — plus today’s jobs and the weather.
Schedule
Each client’s service days and who’s assigned. Check visits off as the work gets done.
Weather
Current conditions and the hourly forecast for your area, so you can plan around rain.
Staff
Add workers, assign them to clients, and text each one their day’s schedule.
Estimates
Draft, sent, approved and rejected estimates.
Invoices
Every invoice and its status.
Create
Start a new invoice or estimate.
Reports
How the business is doing, by period.
Next
When you’re ready for more
- Invoices that write themselves
- Turn on auto invoice for a client: each completed visit adds that day’s line to their draft invoice. Bill per completed job, weekly, every two weeks or monthly.
- Staff on the road
- Add your workers as staff. They see only the jobs assigned to them, mark each visit done (or not done, with a reason), and you can text each one their schedule for the day.
- Discounts
- Save discounts you use often and add them to any invoice.
- Reports
- Billed, collected, past due, days to get paid, top clients and who owes you. Large reports arrive by email.
Other guides
nearvise Payments
nearvise CRMGet nearvise Invoice
Schedule recurring jobs and assign them to your staff, send estimates clients approve from a link, and let invoices build themselves as work gets done. Clients pay by card online.
