Service Pipeline

Estimates, invoices and deposits through your own Stripe or Square

Price a walkthrough line by line with discounts, tax and a deposit, send the estimate to the customer, then turn an accepted quote into a pipeline lead and a booking without retyping anything. Invoices and deposit requests send by text, email or copy link, and payments land in your own Stripe or Square account.

Estimates that become real work

Line items, discounts, tax and a deposit amount. Send it, and an accepted quote becomes a lead and a booking in one click.

Get paid however the customer wants

Text a pay link, email an invoice, copy a link into a message thread, keep a card on file and charge the balance in one tap, or hand the sale to the Square app for Tap to Pay.

Your money, your account

Connect your own Stripe or Square account. Service Pipeline never holds funds and never takes a cut of a job.

What's included

  • Line-item estimates with discounts, tax and deposits
  • One-click quote to job conversion
  • Invoices by SMS, email or copy link
  • Card on file with Stripe for later charges
  • Paid status synced back automatically

Frequently asked questions

Do you take a percentage of payments?

No. You connect your own Stripe or Square account, and their standard processing rates are the only fees.

Can I collect a deposit and the balance later?

Yes — request a deposit up front, then charge the balance from the customer profile when the job is done.

Ready to fill your pipeline?

7-day free trial, then $25/month for your whole team. Square stays your register.

Start 7-day free trial