Stellaris Ridge
Estimates & Triggers
M·02a — ESTIMATE
- Branded estimate templates with one-click send
- Job-close → invoice automation trigger
Layer 03 · Invoice Automation
Job closes. Invoice goes out. Cash comes in.
Estimates out the same day. Invoices the second the job closes. Payment links wired in. The cash-collection step stops being optional — and stops eating your Sunday nights.
Part of the Command layer — every job, dollar, and invoice in one cockpit. (205) 831-8876
01Cash Velocity Math
Money earned is not money collected.
The job finishing and the check clearing are two different steps. The gap between them is where cash gets lost — quietly, for weeks.
01 <5 min estimate to inbox Quote captured at the truck, polished doc in the customer inbox before they finish their coffee. Speed kills indecision.
02 auto invoice on close Job marked done in the field → invoice generates, payment link attached, sent to the customer. No more end-of-week paperwork pile.
03 +22% on-time payment lift Embedded payment links plus auto-reminders compress the average days-to-pay materially against manual workflows.
04 0 forgotten invoices Aging buckets watched by automation, not by memory. Reminders fire on schedule until the invoice clears or escalates.
The work is done. The cash shouldn’t still be waiting on a reminder you forgot to send.
02How It Runs
From estimate to cleared payment.
Four steps, mostly automatic. The tech marks the job done and the cash-collection sequence runs itself from there.
01 Estimate captured Tech inputs scope on the tablet or the office captures it from the call. Auto-formatted, branded, sent same day.
02 Job closes Status flips to complete in the CRM. Invoice triggers in real time with embedded payment link and tax handling.
03 Reminders fire Day 7, 14, 21 reminder cadence. Polite, branded, escalates wording with each step. Auto-stops on payment.
04 Owner sees money Daily digest: invoiced today, collected today, aging risk. Your accountant gets a tidy export.
03What’s in the Build
The whole pipeline. Cash in. Books clean.
Eight pieces, wired together and maintained by us. Estimates, payments, reminders, and sync — your accountant gets a tidy export.
Payments & Math
M·02b — PAYMENT
- Embedded Stripe / Square / GHL payment links
- Sales tax handling and line-item math
Reminders & Delivery
M·02c — REMINDERS
- Auto-reminder cadence on aging invoices
- Multi-channel delivery (email + SMS link)
Reporting & Sync
M·02d — SYNC
- Daily owner digest of cash position
- Accountant-friendly QuickBooks/Xero sync
04Invoicing Questions
Common invoicing questions.
No. It connects to QuickBooks, Xero, or whatever you already use. Automation lives in the CRM/ops layer; bookkeeping stays where your accountant wants it.
Yes. The link gives them card and ACH options; the invoice itself shows mailing address and remit-to terms. We make digital easier, but old-school still works.
Estimates and invoices are always editable up until send. After send, change orders generate a new doc with a clean reference back to the original.
Configurable per service category and per location. Rules-based — set it once with your accountant and the system applies it correctly forever.
Reminder cadence is calibrated polite-to-firm: a soft nudge at 7 days, a clearer ask at 14, a final notice at 21. Escalation tone is set with you and stops the moment they pay.
Most invoice automations are live in 7 to 10 business days: templates branded, payment processor wired, reminder cadence approved, integrations tested.
Compress Days-To-Pay
See how much cash is sitting uncollected.
Fifteen minutes. We pull your aging buckets, count the slow invoices, and price the system against the cash hole.