System: from quote to paid invoice
Connect quoting, automatic quote follow-ups, invoicing and your accounting software so a quote turns into a paid invoice with less chasing and less retyping.
Step 1. Send the quote from your job software
Build the quote in the same tool you schedule and invoice from, so the customer's details only get typed once.
Step-by-step: Quote follow-up emails that run themselves
Tools: Jobber (Core $29/mo billed annually ($49 month-to-month), checked 2026-11-01), Housecall Pro (Basic $59/mo billed annually, checked 2026-11-01), ServiceM8 (Free $0/mo (30 jobs); Starter $29/mo (50 jobs); Growing $79/mo (150 jobs); Premium $149/mo (500 jobs), checked 2026-11-03). See each listing for what's included.
Step 2. Follow up automatically if they go quiet
Turn on the tool's automatic quote follow-up email or text, and set the timing so it checks in a few days after the quote goes out. Read the wording before you turn it on.
| Tool | What it does for this step | Starting price |
|---|---|---|
| Jobber | Pricing page lists automated follow-ups that email or text clients when they have not responded to a quote, plus automated invoice follow-ups (Connect plan and up, not Core). (vendor page, checked 2026-10-31) | Core $29/mo billed annually ($49 month-to-month) (pricing, checked 2026-11-01) |
| ServiceM8 | Pricing page lists Quote Follow-up, which follows up issued quotes with automated emails and texts, and Quote Options for sending several options in one link, both on all plans. (vendor page, checked 2026-10-31) | Free $0/mo (30 jobs); Starter $29/mo (50 jobs); Growing $79/mo (150 jobs); Premium $149/mo (500 jobs) (pricing, checked 2026-11-03) |
| Markate | Pricing page lists automated follow-ups, lead and follow-up tracking in an opportunity pipeline, and automated invoice follow-ups. (vendor page, checked 2026-10-31) | Owner Operator $49.95/mo ($45.95/mo billed yearly); Team adds $5/employee/mo (pricing, checked 2026-11-03) |
| Housecall Pro | Pricing page lists Pipeline, which it describes as automated follow-ups to convert more leads into jobs, tracked in one place. Plan pricing for it is shown after a demo. (vendor page, checked 2026-10-31) | Basic $59/mo billed annually (pricing, checked 2026-11-01) |
Step-by-step: Quote follow-up emails that run themselves · Email follow-up on autopilot
Step 3. Invoice and get paid
When the job is done, send the invoice from the same job so the price carries over from the approved quote. Use the payment and reminder options your tool offers; check the listing for what your plan includes.
Step-by-step: How to get paid faster
Tools: Jobber (Core $29/mo billed annually ($49 month-to-month), checked 2026-11-01), Housecall Pro (Basic $59/mo billed annually, checked 2026-11-01), ServiceM8 (Free $0/mo (30 jobs); Starter $29/mo (50 jobs); Growing $79/mo (150 jobs); Premium $149/mo (500 jobs), checked 2026-11-03). See each listing for what's included.
Step 4. Sync to your accounting software
Connect your job software to QuickBooks Online so invoices and payments flow over without retyping. Follow the setup guide for your tool and check the first few synced invoices by hand.
- Connect Jobber to QuickBooks Online (new integration) (setup guide, checked 2026-10-29)
- Connect Housecall Pro to QuickBooks Online (setup guide, checked 2026-10-29)
- Connect ServiceM8 to QuickBooks Online (setup guide, checked 2026-10-30)
How these tools connect
Only connections we've confirmed on the vendor's own page or the Zapier app directory, with the date checked. If a connection isn't here, we haven't confirmed it yet.
| Tool | Connects to | How | What the vendor says |
|---|---|---|---|
| Jobber | QuickBooks | Built in | native QuickBooks Online integration (new version: automatic, one-way sync from Jobber to QuickBooks of clients, products and services, invoices, payments and approved timesheets; available in Canada and the US on select plans, rolling out gradually; older accounts use the legacy manual sync). Xero too. (source, checked 2026-10-29) |
| Jobber | Zapier | Built in | native; Gusto payroll native (source, checked 2026-10-28) |
| Housecall Pro | Zapier | Built in | Official "Housecall Pro" app listed in the Zapier app directory (source, checked 2026-10-28) |
| ServiceM8 | QuickBooks | Built in | native QuickBooks Online Integration add-on (Account > Settings > ServiceM8 Add-ons). Invoices go to QuickBooks Online when approved in ServiceM8; payments sync both ways; clients and materials sync after connecting; tax codes come from QuickBooks; staff do not sync. (source, checked 2026-10-30) |
| ServiceM8 | Zapier | Built in | Official "ServiceM8" app listed in the Zapier app directory (source, checked 2026-10-28) |
| Markate | QuickBooks | Built in | QuickBooks Online Connector, included with the Markate membership ("No need to pay extra!"); imports QuickBooks customers, invoices, expenses and estimates, then exports Markate records manually or automatically. See our setup guide. (source, checked 2026-11-03) |
| Markate | Zapier | Built in | Official "Markate" app listed in the Zapier app directory (source, checked 2026-10-28) |
Test it before you trust it
- Send a test quote to your own email and confirm the follow-up arrives on the schedule you set.
- Approve the test quote, invoice it and confirm the total matches.
- Confirm the test invoice shows up in QuickBooks Online, then void it in both places.
Other systems
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- System: from finished job to Google review
- Ways to use AI in your business
Last checked 2026-10-31. Spot something out of date? Send a correction.
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