Build professional proposals from templates and your real costs, get customer approval online, and turn the finished job into an invoice without re-typing a line item.
The proposal, the job and the invoice are the same record in DrillerDB. Footage, casing, pumps and service work flow from the field log into the bill — so what you invoice matches what went in the ground.
Save residential, geothermal or municipal templates with sectioned line items and your internal costs.
Send the proposal by email or text; the customer reviews and approves from their phone.
Line items come from the well log and inventory used in the field — adjust, send, and track payment.
The pieces that connect the quote to the payment.
Group services, materials and pump work so customers can read the quote.
Keep your cost basis on the line item and show the customer only the retail price.
See when an invoice was sent, how many times, and whether it's been paid.
Customers pay by card or ACH from a link — no checks lost in the mail.
Invoices, customers and payments land in QuickBooks Online without double entry.
Where the proposal-to-invoice flow earns its keep.
Template the standard 6" well, adjust depth from the nearby-well data, and send the quote the same day.
Work orders carry their parts and labor straight onto an invoice the day the truck leaves.
Sectioned proposals keep drilling, casing and pump scope separate for the GC reviewing the bid.
See how one record carries the quote, the well and the invoice.
