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Estimates, Invoices & Payments Product Tours

Learn the key SimplySub Estimates, Invoices & Payments workflows at your own pace with short, practical Product Tour videos built for subcontractors.

6 Product Tours Watch anytime Practical workflows

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Customer Management Equipment Management Estimates, Invoices & Payments GPS Tracking Hauling, Loads & Tickets Integrations Job Management Photos, Files & Documents Reporting and Exports Tasks & To-Dos Time & Labor Tracking Training And Credentials User Management Workspace Management
Accept Credit and ACH Payments
5 min
Estimates, Invoices & Payments Product Tour

Accept Credit and ACH Payments

See how SimplySub helps subcontractors accept credit card, ACH, and Klarna payments directly from customer invoices to speed up cashflow.

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Accepting Estimates Electronically
3 min 24 sec
Estimates, Invoices & Payments Product Tour

Accepting Estimates Electronically

See how SimplySub helps subcontractors send branded estimates, track customer views, and collect online approvals from any device.

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Add Payment and Financing Links
2 min 4 sec
Estimates, Invoices & Payments Product Tour

Add Payment and Financing Links

Learn how SimplySub helps subcontractors add third-party payment and financing links directly to customer invoices to enable faster payments and convert more customers.

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Create and Send Estimates
12 min 17 sec
Estimates, Invoices & Payments Product Tour

Create and Send Estimates

See how SimplySub helps subcontractors create, customize, preview, and send professional estimates from one simple workflow.

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Create and Send Invoices
12 min 56 sec
Estimates, Invoices & Payments Product Tour

Create and Send Invoices

See how SimplySub helps subcontractors create invoices, collect payments, track activity, and keep billing connected to each job.

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Create Progress Invoices From Estimates
5 min 57 sec
Estimates, Invoices & Payments Product Tour

Create Progress Invoices From Estimates

See how SimplySub helps subcontractors create progress invoices from estimates using percentages, dollar amounts, and remaining quantities.

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