Estimates
Build an estimate in minutes.
Line items, quantities, a discount and tax, with your default terms filled in. Save it as a draft or send it straight away.
Features
Everything between quote and paid.Nothing in the way.
Thriveific does one job well: it takes a client from estimate to signed agreement to paid invoice.
Client page
A page your client can say yes on.
Clients open the estimate from their email, read every line, and accept it by typing their name. No account, no printing.
Agreements
Contracts, signed online.
Pick an agreement template and it goes out with the estimate. Fill in custom fields, collect every signature, and get the signed PDF.
Invoices
Invoices you never have to type.
An accepted estimate becomes its invoice, with the same line items and totals. See what's open, partly paid and past due at a glance.
Get paid
Money in.Without the follow-up.
Card payments
Clients pay right from the invoice.
Connect your Stripe account and every invoice gets a pay button. Payments go straight to you, and each one is recorded against its invoice.
Installments
Deposits and balances.
Up to six payments per job, each due when the invoice goes out, on a date, or when you mark the job complete.
Deposit
On signing
$5,400
Paid
Balance
Due Dec 15
$5,400
Scheduled
Reminders
Reminders on autopilot.
Before, on and after each due date, until the installment is paid.
3 days before
Balance due Friday
On the due date
Balance due today
3 days after
Balance is past due
Clients
Every job, filed under its client.
Each client keeps their estimates, agreements, invoices and payments together, with what's owed always up to date.
Run the business
Your brand.Your numbers. Your team.
Branding
Made to match.
Upload your logo and pick your colors. Every estimate, agreement, invoice, PDF and client page wears them.
Analytics
See how the month is going.
Revenue by month, what's still outstanding, and where every invoice stands.
Assistant
An assistant that knows your book.
Ask who owes you money or which estimates are waiting, and have it draft the next estimate. Nothing is sent until you tap Save.
AI assistants
Works with the AI you already use.
Connect Claude, ChatGPT or Cursor to your workspace and look up clients, estimates and invoices from there.
Claude ChatGPT Cursor
Questions, answered.
Everything to know before you send your first estimate.