CoolE_Due | See where the job stands and which payment is in, without digging through chat.
Software projects, equipment installs, renovations, and consulting: one client, one job, paid in stages. Quote, confirmation, billing, and the invoice draft stay on that one case.
Draft list price NT$1,000 / month, first year NT$500 / month, one-month trial. Pending confirmation.
Key features
- The board leads with overdue, to verify, to draft, and awaiting transfer.
- Search the case list, filter by status, and copy a similar case.
- Quotes use chapters and line items. Terms, warranty, and the bank account stay on the case.
- Clients do not register. They open a link to see the quote, sign, and report a transfer.
- Split deposit, progress, final, and retention. Copy the collection text or download a PDF.
- Invoicing here is a draft plus a track number. Nothing is sent to the tax portal.
FAQ
- Do you upload invoices to the tax portal?
- No. The product prepares a draft. You issue it on the tax portal, then type the track number back onto the case.
- Can this replace my ledger or inventory?
- No. It keeps the quote, billing, and invoice draft for one case. It is not a ledger, inventory system, or crew schedule.
- Does the client need an account?
- No. They open the link you send to see the quote, sign, and report a transfer.
- If I change line items, does the old confirmation still count?
- After you publish a change to the items, the old confirmation no longer counts. They sign the new version.
- Can several people sign in with separate permissions?
- Right now one owner signs in.
- What does the monthly price and trial look like?
- The current website draft is NT$1,000 / month list price, NT$500 / month in the first year, and a one-month trial. Pending confirmation.
Apply for a one-month trial ・ Contact us