Features
Keep the quoted work connected to the final invoice
The amount billed should be explainable from the scope the client agreed to. Keep the document history close to the work instead of rebuilding it at the end.
Where the work gets disconnected
- The accepted scope is buried in email.
- Additional work is forgotten when invoicing.
- An unpaid balance is hard to distinguish from a completed job.
Harbour Deck Rebuild
Documents stay with the job.
Deck rebuildEstimate · EST-1004CA$18,500.00
Accepted May 2 · Total includes tax.
Project depositInvoice · INV-1003CA$7,500.00
Balance: CA$7,500.00 · Total includes tax.
Framing milestoneInvoice · INV-1002CA$4,250.00
Balance: CA$0.00 · Total includes tax.
Planning depositInvoice · INV-1001CA$4,000.00
Balance: CA$0.00 · Total includes tax.
Open a document to see its status and balance.
How the work moves through Ordvero
Describe and send the scope
Prepare an estimate with clear line items and share it through the supported document delivery workflow. Retain the response with the record.
Keep changes traceable
Document additional work and the client agreement rather than treating every site conversation as authorization to charge.
Invoice and record payment
Create the invoice and review the amount due. Record received payments and remaining balances separately from the document’s issued amount.
Who this fits
Service businesses that want project documents and billing history together. Your business controls scope, pricing and tax configuration.
Useful questions
Can I send documents to clients?
Yes. Ordvero supports estimate links, client responses and invoice document delivery. Review recipient and document details before sending.
Keep the next part connected
Start with your next job.
See how the project record fits your business, then choose a plan.
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