Project payment workflow

Quote → Job → InvoiceCarry an accepted quote straight into active work and final payment. Keep scope, deposits, milestones, paid amounts and remaining balance connected.

Stop rebuilding the same client job after the quote is accepted. Carry the agreed scope and value into active work, track deposits and milestone payments, and finish with one clear remaining balance.

$3.99 one-time · One-time purchase · Checkout temporarily paused · No subscription · Available now

Quote → Job → InvoiceProject payment workflow
Local-first
Quotes, work and payments togetherActive job pipeline
ACTIVE JOBS83 due soon
TO COLLECT$4,8205 balances
MILESTONES149 complete
Current jobsView all
Project
Northwind StudioDeposit paid
Active
Milestone
Oak & PineSecond payment due
Due
Invoice
Harbor WorksFinal balance ready
$1,240
Payment healthThis month
Quoted value$14,800
Collected$9,980
Milestones complete9 of 14
QuoteAccepted scope
JobActive delivery
PaymentsMilestones
BalanceInvoice-ready
Buyer guide

What this app does

A plain-English explanation of the workflow before you buy.

Quote → Job → Invoice is for solo operators who already know how to win work but lose time recreating the same job details after a client says yes. It keeps the accepted quote, active job, payment milestones and final balance connected in one working record.

Instead of copying a client name, scope and price from a quote into a separate spreadsheet and then rebuilding the numbers again when it is time to collect payment, you carry the commercial context forward. That makes it easier to see what was agreed, what has been paid and what is still outstanding.

The app is deliberately narrower than a full CRM or accounting suite. It focuses on the handoff from accepted quote to active work to invoice-ready balance, so you can stay on top of small projects without maintaining a large software stack.

Best fit

Who this is for

Typical businesses and working situations where this focused app makes sense.

Freelancers

Designers, developers, marketers and consultants who quote project work and collect deposits or staged payments.

Trades and service businesses

Contractors, installers, repair professionals and other operators who move from estimate to active job.

Small studios

One-person and very small teams that need job/payment visibility without a full CRM.

Project-based businesses

Anyone who needs to remember what was quoted, what changed and what remains to be collected.

Daily workflow

How it works

Four practical steps from input to useful decision or output.

1

Create the quote record

Add the client, project, quoted value and scope you actually agreed.

2

Turn the accepted quote into a job

Keep the original commercial details attached instead of re-entering them elsewhere.

3

Split the money into milestones

Record deposit, progress and final payments and mark money received as it arrives.

4

Close with a clear balance

See quoted value, total collected and the remaining invoice-ready amount, then print or export the record.

Concrete example

Example workflow

Sample data so you can see what using the app actually feels like.

A $4,800 client project from acceptance to final payment

A small studio quotes a brand-and-website project at $4,800 with a 40% deposit, 30% milestone and 30% final payment.

  1. The accepted quote becomes the active job without rebuilding client and scope details.
  2. The $1,920 deposit is recorded as received, leaving $2,880 outstanding.
  3. After milestone approval, another $1,440 is marked paid and the final $1,440 becomes the visible remaining balance.
  4. At handoff, the studio prints the project summary and uses the final balance as the invoice-ready amount.
Result: The owner can answer “what did we agree, what has been paid and what is still due?” from one record.
Included in the purchase

What you get for $3.99

One payment. No recurring subscription.

Installable PWA

Use the app from a standalone window on supported browsers and devices.

PWA ZIP

Keep a downloadable copy of the installable package after verified payment.

Standalone HTML

Keep the complete browser app as a portable HTML file.

Local-first ownership

Your working records stay in the browser profile you use; there is no required subscription account.

Clear boundaries

What this app does not do

Important limits so you know exactly what you are — and are not — buying.

Not full accounting software

It does not replace bookkeeping, tax filing, bank reconciliation or your accountant.

No automatic invoice sending

It helps you track invoice-ready balances; it is not an email invoicing or payment-collection platform.

No shared cloud CRM

There is no automatic multi-user database or cross-device team sync.

No hidden workflow automation

It will not automatically convert external quotes, chase clients or reconcile bank payments for you.

Before you buy

Frequently asked questions

Answers to the practical questions that usually decide whether this app is a fit.

Can I track deposits and staged payments?

Yes. The workflow is built around deposits, milestone payments, received amounts and the final outstanding balance.

Does it create or send accounting invoices?

It keeps the commercial and payment record together and gives you an invoice-ready balance. It is not a replacement for accounting or tax-compliant invoicing software.

Is this useful if I only run a few jobs at a time?

That is the intended use case. It is designed for solo and very small project-based businesses that want clarity without a large CRM.

Does it sync automatically between devices?

No. Working data is local-first and there is no automatic cloud sync.

How should I protect important records?

Export or download backups regularly and store them somewhere you control.

What do I receive after purchase?

You receive access to the installable PWA plus downloadable PWA ZIP and standalone HTML versions after verified payment.

Focused workflow

One job, without the heavyweight suite.

Stop rebuilding the same client job after the quote is accepted. Carry the agreed scope and value into active work, track deposits and milestone payments, and finish with one clear remaining balance.

01

Keep the accepted quote attached

Client, project and quoted value stay together when work begins.

02

Split payment milestones

Track deposit, progress and final payments without rebuilding the job elsewhere.

03

See money received vs due

Keep quoted value, collected money and outstanding balance visible.

04

Export the complete record

Print a project summary and keep portable backups of the working data.

Built around the decision that matters

One client job should not become three disconnected records.

Move from quote to active work to collected payment while keeping the original commercial context visible.

  • Accepted quote context
  • Active job status
  • Deposit and milestones
  • Outstanding balance
  • Printable project summary
  • Portable backup
Private and portable

Your working records stay with you.

The app works local-first in a modern browser. There is no required account and no automatic cloud sync.

No account required

Open the app and work without creating another company login.

No subscription

Pay once instead of adding another recurring software bill.

Local working data

Records stay in the browser profile on the device you use.

Portable backups

Export backups regularly so important working records are not tied to one browser profile.

Three delivery options

Install it or keep the files.

After verified payment you can install the PWA, download the PWA ZIP or keep the standalone HTML app.

Installable PWA

Use the app from a standalone window on supported browsers and devices.

PWA ZIP included

Keep a portable copy of the installable package after purchase.

Standalone HTML included

Keep the complete browser app as a single HTML file.

Verified delivery

Checkout opens only while both private delivery files are verified in secure storage.

Complete local-first app

Quote → Job → Invoice is $3.99 once.

One-time purchase through Stripe. Install the PWA or keep the downloadable files. No subscription.

Buy once — $3.99

One payment · Instant digital delivery · No subscription

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