Your appointments, your quotes and your cash flow in one place.

Present your services, receive quote requests and bookings, then track your invoices and payments in a single workspace.

Discover the platform See how it works

From the first client request to tracking the money coming in.

Sample interface · fictional data

Hello Camille

Activity at Example Workshop · this week

Requests received

2 new today

Appointments

next one Thursday, 10 a.m.

Pending quotes

$2,450

3 quotes sent

To receive

$3,180

including $1,200 overdue

Projected balance (3 months)

$8,700

a forecast, not a guarantee

Collected this month

$5,240

payments received

How it works

From the first visit to the payment, keep track of everything.

Step 1
The lead views your business card.
A link or a QR code leads to your page.
Step 2
They discover your services and take action.
Two clear choices: request a quote or book an appointment.
Request a quoteBook an appointment
Step 3
You prepare and send a quote.
From the details received in the request.
Step 4
You track its acceptance, the invoice and the payment.
An accepted quote can become an invoice, then you track the payment.
Step 5
You see the effect on your cash flow.
The amounts you expect go into your forecast for the coming months.

Digital business card

A business card that helps your clients take action.

Present your business, your services and your contact details on a page that is easy to share. Your clients can contact you, request a quote or book an appointment.

Your services, with a price or “on quote”.
A link to share and a QR code to print.
The “Request a quote” and “Book an appointment” buttons, always visible.

Sample business card · fictional business

Example Workshop

Cabinetmaking and renovation · Montréal and area

Request a quoteBook an appointment

Services

Custom furnitureon quote
Home consultation$75 · 1 h
Repairfrom $120

514 555-0100hello@example.caMontréalQR code

Make the next step easy for your clients.

An interested client can send you the details of what they need or pick a time to meet you. Requests and bookings are then gathered in your workspace.

Quote request

The client describes the service they are looking for.
They send their contact details and the useful information.
The request appears in your tracking space.
You prepare a quote from the details collected.

Booking

The client checks the availability you have set up.
They pick a time slot.
The appointment appears in your tracking.

Quotes

Prepare your quotes and keep requests moving.

Find your requests, prepare a quote that fits and follow its progress, from sending to the client's answer.

The client accepts or signs their quote online.
An accepted quote can become an invoice, depending on the setting you choose.
Unanswered quotes stay visible so you can follow up.

Sample interface · fictional data

Quote tracking

Café Horizon—New request
Studio Lumen—Information to complete
Rénovations Nord$1,850Quote prepared
Clinique des Pins$2,450Quote sent
Boulangerie Soleil$980Accepted
Garage Central$1,200Declined or expired

Invoices and payments

Know what is paid, what is expected and what needs a follow-up.

View your invoices, spot the ones coming due and keep a clear view of payments received or overdue.

Online payment through a secure link once you connect your Stripe account.
Payments received by transfer, cheque or cash recorded in a few clicks.
Payment reminders for unpaid invoices prepared for you, sent after your review.

Sample interface · fictional data

Invoices

ClientNumberAmountDue dateStatus

Clinique des PinsFA-0142$1,150.00Oct. 10Paid
Boulangerie SoleilFA-0143$980.00Oct. 18Upcoming
Studio LumenFA-0139$1,200.00Oct. 2Overdue · 12 d
Café HorizonFA-0144$410.00todayDue today

Unpaid invoices and cash flow

An overdue invoice shouldn't come as a surprise in your cash flow.

Spot overdue amounts and understand how expected payments can affect the money you have available in the coming months. The cash flow forecast helps you see the tighter periods and the incoming payments to watch.

Sample interface · fictional data

Overdue invoice

Studio Lumen · FA-0139

$1,200.00

12 days overdue

If it is paid this month, the projected balance for November goes up by $1,200.

Cash flow forecast · 6 months

Invoice still unpaidIf it is paid

Indicative forecast based on fictional amounts — not a guarantee of payment.

The forecast is an estimate based on your invoices, quotes and expenses: it helps you plan, it doesn't guarantee any payment.

Voice assistant

Handle some tasks by talking to your assistant.

Ask a question about your invoices, your appointments or the amounts you are owed. The assistant can help you find the information and prepare some actions.

An action with a real effect, such as sending a reminder or recording a payment, is always shown to you for confirmation.

Sample interface · fictional data

Voice assistant

Sample questions

“Which invoices are overdue?”
“What appointments do I have this week?”
“How much am I due to receive this month?”
“Prepare a reminder for this invoice.”

Reminder prepared for FA-0139 — check the text, then confirm sending.

Less scattered follow-up. More visibility on your business.

A clear page to present your business.
A simple way to receive quote requests and appointments.
Better organized tracking of quotes and invoices.
Better visibility on the amounts you expect and your upcoming cash flow.

Who is it for?

Freelancers

You do everything yourself: one place for your clients, your quotes and your payments.

Service providers

Renovation, care, home services, consulting: your clients request a quote or book directly.

Small businesses

A small team that wants to track requests, invoices and the money coming in without piling up tools.

A plan for every size of business

Start for free, no credit card required. Move up to a higher plan when you need it. Prices in Canadian dollars, plus taxes (GST/QST). Need more voice assistant minutes? 100 minutes for $25, without changing plans.