From Estimate to Payment in Minutes
Professional estimates, branded invoices, Canadian payment processing, QuickBooks sync, payment plans, POS, job costing, and profitability tracking.
Everything in Sales & Finance
Deep dive into every capability. Built for real-world field service operations.
Estimates & Proposals
Create professional estimates with line items, photos, terms, and branding. Convert to invoices with one click. Track approval status and follow up automatically.
Platform screenshot — coming soon
Invoicing & Billing
Generate branded invoices automatically from completed work orders. Send via email with payment links. Track aging, send reminders, and calculate late fees.
Platform screenshot — coming soon
Payment Processing
Accept credit cards, debit, ACH/EFT, and tap-to-pay via Helcim and Stripe. Real-time payment status and automatic reconciliation.
Platform screenshot — coming soon
QuickBooks Integration
Two-way sync with QuickBooks Online. Invoices, payments, customers, and chart of accounts all stay in sync automatically.
Platform screenshot — coming soon
Payment Plans
Split large invoices into scheduled automatic payments. Offer financing that wins more jobs. Track payment plan status and missed payments.
Platform screenshot — coming soon
Job Costing & Profitability
Track costs per job in real-time — labor, materials, subcontractors, overhead. Know your margins before the project ends, not after.
Platform screenshot — coming soon
Quote Bundles
Package multiple quotes into a single proposal (good/better/best, or phase 1 + phase 2 + maintenance). Customer picks their preferred option, you close the right tier.
Platform screenshot — coming soon
Change Orders
Document mid-project scope changes with photo evidence, cost impact, and signed approval. Tracks against original budget so margin never leaks unnoticed.
Platform screenshot — coming soon
Service Agreements
Multi-year service contracts with auto-renewal, included visit credits, member pricing, and recurring billing. Recurring revenue without the spreadsheet.
Platform screenshot — coming soon
Customer Financing
Offer 12/24/36 month financing at the estimate. Customer applies online, you get paid in full while they pay over time. Wins more jobs above $5k.
Platform screenshot — coming soon
Bills & Accounts Payable
Track vendor invoices, due dates, and payment runs. Auto-match to purchase orders. Approval workflow before payment. Never miss a discount.
Platform screenshot — coming soon
Purchase Orders
Send POs to vendors with required materials, quantities, prices, delivery dates. Receive against PO in the field. Auto-update inventory + project budget.
Platform screenshot — coming soon
Recurring Invoice Scheduler
Set up auto-recurring invoices — monthly maintenance, quarterly inspections, annual contracts. Generated on schedule with auto-payment if customer has card on file.
Platform screenshot — coming soon
Tax Summary & Financial Reports
P&L statements, AR aging, revenue-by-customer, tax summary, GST/HST reports — all auto-generated and exportable. Hand straight to your bookkeeper at quarter-end.
Platform screenshot — coming soon
The Sales Workflow
See how it all connects end-to-end.
Lead
New lead captured — auto-scored and assigned
Estimate
Create detailed estimate with line items and terms
Approve
Client reviews and signs digitally via portal
Invoice
Work completed — invoice auto-generated and sent
Collect
Payment collected, synced to QuickBooks automatically
Ready to Transform Your Sales & Finance?
See sales & finance in action with a personalized demo of MCC Systems OS.