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Let your customer pay us directly

Send the homeowner a secure payment link — we can follow up until they pay.

  1. On the quote tap Send to my customer to pay, type their email and tap Send payment link. If the quote is under a job, their email is already filled in.

    Send the payment link
  2. When the homeowner pays us directly, retail GE tax (4.712%) applies. Once it is paid we let you know your pickup number.

  3. Right after sending, we ask: "Want us to follow up with your customer until they pay?" Tap Yes and we email them a friendly reminder on day 2, 5 and 9. We stop as soon as they pay. Tick "Always do this for my customers" and we won’t ask again. You can switch this on or off any time under the gear icon → Settings.

    Follow up with your customer
  4. On Quotes you see how many reminders went out. Tap Stop any time. You can also tap Remind … now to send one yourself: up to 3 per quote, at most one a day.

    Follow-ups and Remind now on a quote
Good to know

Questions? Call 808-210-4807.