From the job, not a spreadsheet
Line items, customer and property come from the job. Nobody retypes anything.
Feature · Invoicing and payments
Invoice from the job, get paid faster.
Invoice straight from the job, send card payment links that mark themselves paid, take deposits on signing and sync with QuickBooks Online.
THE SHORT ANSWER
Sunwell creates the invoice from the job, so nobody retypes anything. Send a card payment link and the invoice marks itself paid when the customer pays; deposits can be taken by card on signing, and QuickBooks Online sync is available.
- Invoices built from the job record
- Card payment links marked paid automatically
- Deposits by card when the proposal is signed
- Two-way QuickBooks Online sync as an add-on
412 HARBOR AVE · TICKET 2291Burst pipe in the basementURGENT
Dispatched in 4 min45-minute after-hours target · on track
7:42 PM
7:46
7:51
ETA 8:14
Main shutoff closedAbout 1 in of water3/4 in copper
DLDion L. · Truck 42.3 mi away · pipe kit on board8:14
FLAT-RATE PRICEBOOK
After-hours emergency call$189
Burst pipe repair, up to 3/4 in$385
New main shutoff, 3/4 in ball$240
Ticket total$814
Payment links
Send a link on any invoice and see it marked paid when the customer pays.
Deposits on signing
Take the deposit by card the moment the proposal is accepted.
Flat-rate pricebook
Techs pick tasks from one pricebook on the job, so prices match every time.
QuickBooks sync
Two-way QuickBooks Online sync for invoices, payments and customers.
Past due flagged
Unpaid and past-due invoices show up on the owner home.
Questions
What shops ask before they switch.
Can customers pay by card?
Yes. Send a card payment link on any invoice and Sunwell marks it paid when the customer pays.
Does Sunwell work with QuickBooks?
Yes. Two-way QuickBooks Online sync for invoices, payments and customers is available as an add-on.
Can I take a deposit when the job is sold?
Yes. A deposit can be paid by card when the homeowner signs the proposal.
Keep exploring
Related features and guides
Feature
Dispatch and scheduling
Schedule crews on one live board: drag a job to a crew and the schedule, owner and next step update together. Day, week and map views for every branch.
See how it worksFeatureProposals and estimates
Build branded Good, Better, Best proposals from your own pricebook, with the monthly payment on every option, measurements on the estimate and online signing.
See how it worksFeatureCustomer portal
Give homeowners, property managers and vendors a secure link to their jobs, proposals, invoices and photos. Links expire and can be revoked. Always free for customers.
See how it worksGuideIs flat-rate or time-and-materials pricing better for plumbers?
Compare flat-rate and time-and-materials pricing for plumbing jobs, with a worked water heater example showing price, cost and margin under each method.
Read the guideGuideWhat is the difference between markup and margin?
Markup is profit divided by cost and margin is profit divided by price. See the formulas, a conversion table and a worked quote that shows the gap.
Read the guideYou shouldn't pay for software you don't use. So every team gets a quote built for it.
What happens next
- 1A written quote in one business day
Sized to your team, locations and what you turn on.
- 2A walkthrough on your own data
See your jobs and pricebook on the board, not a demo account.
- 3We move you over
Customers, jobs and pricebook imported, office and crews trained. Guided setup always included.