One path, no re-typing
The money path is one line: the price book feeds the estimate, the approved estimate becomes the invoice, and the invoice is paid where the work happened. Every step reads from the one before it. Nothing is rebuilt from a tech's notes at a desk, which means nothing drifts between what was promised and what was billed.
The quote comes from the book
The price book is the shop's pricing, written down: services, materials, labor units. When Maya quotes a water heater in a driveway, she pulls the entry. She does not negotiate from memory. The customer two streets over gets the same price for the same job tomorrow. Consistency is not a personality trait of your best tech; it is a property of the book.
Check yourself
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Why quote from the price book instead of from memory?
The yes, captured
The customer is standing next to the truck, ready to say yes. The estimate is on the tech's phone; they approve it and sign there. The moment of decision and the moment of record are the same moment. A quote that waits for the office waits out the customer's certainty, and sometimes waits into a second opinion.
The invoice is the estimate, finished
The invoice comes from the approved estimate's own lines, plus whatever the job actually needed. Nobody rebuilds it. For a long job, Core bills in draws (an invoice per stage, each one tracked until collected), so the shop is not floating a month of work to invoice it all at the end.
Check yourself
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The customer approved the estimate in the driveway. Where does the invoice come from?
Paid before the truck leaves
Card and Tap to Pay
The customer's card or phone, on the tech's phone.
Check and cash
Still real in the trades. Recorded on the job, not in a shoebox.
Bank payment
For the big ticket that should not ride on a card.
The books stay in QuickBooks
Thorbis posts invoices and payments to QuickBooks one way. The books stay where your accountant already lives, and there is exactly one source of truth to audit. The deposit that lands in the bank traces to the invoices inside it, so reconciliation is a check, not an investigation.
