Lead to load to invoice
Here’s the whole life of a job, organized by the people in the building who touch it. Every step happens here. Only the accounting crosses into QuickBooks — and only through one audited door your admin controls.
Front counter & estimating desk
It starts before the estimate: leads and bids live on a pipeline with follow-up reminders, so nothing goes quiet because somebody got busy. The estimate gets built at contract, tier, or base pricing — whichever applies to that customer. The customer approves, and the estimate becomes a sales order without re-keying a single line. Anything not already on the shelf turns into a purchase order automatically.
Warehouse & drivers
Receiving checks incoming material against the purchase order, so what actually showed up on the truck is what hits inventory — not what was ordered. Picking pulls the order onto a phone screen built for the floor, not a desktop built for an office. Dispatch schedules the delivery truck and driver against the day’s board.
Back office
The invoice drafts from the sales order — never typed from scratch — and queues up to push into QuickBooks. One allow-listed door, one audit trail, and a kill switch your admin controls. If a return comes back, it runs through the same per-item credit judgment your books already expect.