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The Office

Quote, Schedule, Invoice. In Your Name.

Everything between the first call and the paid invoice, in one place.

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An invoice in the contractor's name: the month's contract line, the walkway salting add-on, 13% HST and a cheque received. — Fig. 1 · An invoice with HST, in the contractor's own name.

An invoice in the contractor's name: the month's contract line, the walkway salting add-on, 13% HST and a cheque received. — Fig. 1 · An invoice with HST, in the contractor's own name.

Quotes

Quotes Your Customers Accept Online

Build a quote from your price book and send a link. Your customer reads it and accepts with their name, no account needed.

Built from your price book
Accepted online with a typed name
Follow-ups when a quote goes quiet

A quote as the customer sees it: the contractor's name, the lines, the total with HST, and Accept Quote. — Fig. 2 · The quote your customer opens, signs and accepts.

A quote as the customer sees it: the contractor's name, the lines, the total with HST, and Accept Quote. — Fig. 2 · The quote your customer opens, signs and accepts.

Invoices

Invoices with HST, Under Your Name

Per-visit, per-push and seasonal contracts turn into invoices with the right tax, as a PDF in your name. Record payments as they arrive.

HST on every invoice
Per visit, per push or per season
Payments recorded, aging at a glance

In the office: a quote the customer accepted online, its visits scheduled, the invoice issued and its PDF. Step 1. — Fig. 3 · Accepted online, scheduled, invoiced.

In the office: a quote the customer accepted online, its visits scheduled, the invoice issued and its PDF. Step 1. — Fig. 3 · Accepted online, scheduled, invoiced.

Month-End

Close the Month, Export to QuickBooks

Month-end prepares every contract customer's invoice in one pass, then hands your bookkeeper a QuickBooks export.

One pass for the whole month
QuickBooks export
Customers and sites from a spreadsheet
Customers Pay Online Coming Spring 2027

The customer list: condos, a residence, a school, a clinic and homeowners, each with their sites. — Fig. 4 · Customers and their sites, imported from one spreadsheet.

The customer list: condos, a residence, a school, a clinic and homeowners, each with their sites. — Fig. 4 · Customers and their sites, imported from one spreadsheet.

How It Fits

One Visit, from Quote to Proof

Quote
The customer accepts online.
Schedule
The visit lands on a crew's day.
Visit
Recorded at the building.
Proof
The building sees the record.
Invoice
In the contractor's name.

Everything Neufinity Does

Made in London, Ontario

Run the Office Free Until May 2027

No per-user charge. Contractor pricing will be announced in December. See Pricing.

Contractor accounts open by invitation while we onboard this season. Ask for yours, and we'll reply within one business day.

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