Features

Built around how service businesses actually work

Three document types, one connected workflow, and payments wired in from day one.

Each document family supports three working styles, so one-time gigs, retainers, and flexible arrangements all fit.

Quotes

Regular (Q-XXX): one-time project quoting
Long-term (LTQ-XXX): recurring service quotes
On-Demand (ODQ-XXX): flexible quoting without billing intervals

Contracts

Regular (C-XXX): one-time service contracts
Long-term (LTC-XXX): subscription / retainer contracts
On-Demand (ODC-XXX): flexible billing contracts

Invoices

Standard (I-XXX): one-time invoices
Recurring: auto-generated from long-term contracts
On-Demand (ODI-XXX): manual invoice generation

Create a quote

Choose Regular, Long-term, or On-Demand. It starts in Pending.

Approval

Approval auto-generates a linked contract and invoice under one project ID.

Signed contract

The project can't proceed until a signed contract is uploaded.

Active work

Contract stays Active until marked complete.

Invoice due

Completion sets the invoice due date (net 30 by default, adjustable).

Void / re-enable

Void any document at any time; related documents follow. Re-enable restores state.

Create and manage quotes, contracts, and invoices with multiple document types
Keep client and organization information organized and accessible
Automate repetitive tasks like sending emails and generating documents
Process Stripe payments directly through invoices and public links
Manage recurring billing with long-term and on-demand contracts
Store receipts, W-9 forms, and other documents securely
Generate comprehensive audit reports with scheduled email delivery
Track document status with void and re-enable functionality

PHP 8.3+

Modern PHP with Twig templates for a clean, maintainable codebase.

Docker-first

One docker compose up gets the full stack: app, cron worker, and MySQL 8.

Stripe API

Payment Intents with webhook handling and reconciliation for missed events.

Hardened by default

Database encryption at rest, encrypted secrets, account lockout, audit logging, CSP headers, and automated dependency scanning in CI.

See it for yourself

The entire platform is open source — read the code, run it, make it yours.

Browse the Repository