ONEVIA

See ONEVIA in action

One job, from first call to final payment

Follow a single realistic job as it moves through ONEVIA — customer, estimate, approval, job, invoice, paid.

Demonstration screens — sample content, not real customer data.

14-day free trial · No credit card required

1. Customer2. Estimate3. Approval4. Job5. Invoice6. Payment
Step 1 — Customer

A new customer enters the CRM

Log the lead and keep their contact info, job history and messages in one profile.

DC

Dana Carter

(555) 0142 · dana@example.com

New lead
Outdoor lightingResidential
Create estimate Log call

Estimate EST-0142

Sent

Customer: Dana Carter

Low-voltage transformer1 × $120$120
String light install (labor)6 × $80$480
Subtotal$600.00
Tax$0.00
Total$600.00
Step 2 — Estimate

Build a professional estimate

Add line items, tax and totals — then email a clean estimate to the customer in seconds.

Step 3 — Approval

The customer approves

When the customer says yes, the estimate moves to Approved — ready to turn into a scheduled job.

Estimate EST-0142

Approved

Customer: Dana Carter

Dana Carter approved this estimate

Convert to job

Backyard string-light install

Scheduled

Customer: Dana Carter

Scheduled

Fri · 10:00 AM

Location

Dana Carter residence

Notes: Run low‑voltage line along fence; install 6 string light fixtures.

Step 4 — Job

The estimate becomes a job

Schedule the work, track its status, and keep notes from the job site.

Step 5 — Invoice

The completed job becomes an invoice

Turn finished work into a clean invoice in seconds and email it to the customer.

Invoice INV-1042

Sent

Customer: Dana Carter

Low-voltage transformer$120
String light install (labor)$480
Balance due$600.00

Payment recorded

Paid

Amount

$600.00

Method

Visa · •••• 4242

Invoice INV-1042 Paid · $0.00 balance
Step 6 — Payment

Record payment and track the balance

Record cash or card, mark the invoice paid, and always know exactly what is still owed.

See how it fits your business?

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