Everything your team needs for Sales
Move work from estimate to sales order, optional approval, invoice, and received payment—on shared customer records you can configure.
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Powerful Sales Features
Everything you need to manage and grow your sales operations
Estimates
Estimates
Create estimates against the customer record, track status, and convert when ready.
Sales orders & approvals
Sales orders & approvals
Convert accepted estimates to sales orders and route approval steps when your process requires them.
Invoices & payments
Invoices & payments
Generate invoices linked to the related work, record received payments, deposits, credits, and methods.
Jobs
Jobs
Open jobs from sold work, keep schedules and notes on the same customer trail.
Agreements (optional)
Agreements (optional)
Send documents for signature with WorxSign when the agreement needs a signature—completion stays linked to the record.
Sales reporting
Sales reporting
Review sales, product, and customer-buying reports from the shared workspace—not a separate system of record.
Why Choose Sales?
See how sales can transform your business operations
Got Questions?
Frequently Asked Questions
Everything you need to know about the Sales hub.
See Sales configured for your workflows
Request a demo and we'll show how sales fits the way your team already works.