Sales, Invoicing & Customers
Quote a job, then convert it
Send a quote and turn it into an invoice with one click when it's accepted.
5 min read01
Build the quote
Add line items, quantities, and pricing. The quote is linked to the customer record from the start.
app.obsidyun.com
02
Convert on acceptance
When the customer agrees, convert the quote directly into an invoice — no retyping line items, no risk of a copy-paste mismatch.
app.obsidyun.com
