Quote chimney sweeps and inspections, track which homes need annual service, keep flue and safety notes per property, and invoice without chasing payments through the fall.
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INVOICE #INV-101024
Maple Street Residence
The challenges every chimney sweep business owner knows.
Fall chimney sweep season comes and goes before you've reached out to last year's customers. They book a competitor instead.
Flue size, liner condition, creosote buildup, cap status — you keep it all in memory and hope you don't forget when you show up next year.
You note cracks, liner damage, and cap issues during an inspection, but the notes live on paper that gets lost before the customer calls back.
You finish the sweep, say you'll send an invoice, and forget. Weeks later you realize you were never paid.
Add line items for chimney sweeps, inspections, creosote removal, cap inspection, and minor repairs — each with your own quantity and unit price. The quote totals itself up so you can send it from your phone.
You can preview the quote as a clean document, send it as a link the customer opens on their phone, and see when it's been viewed or accepted.
Price ranges shown as examples — you set your own prices.
Every customer profile stores the flue size, liner type, cap status, inspection findings, and when they were last serviced. When fall comes around, you can see which customers are due and reach out before they book a competitor.
Jobs are grouped by date so you can see today's route and what's coming up this week.
Send an invoice after each sweep or bill the full year of an annual maintenance plan upfront. Record payments as cash, check, card, or transfer right from your phone. You can see at a glance which invoices are outstanding or settled.
Each invoice can be shared with the customer as a link, so they can review it and pay without you having to chase them down.
An illustrative workflow — not a real customer, just how the pieces fit together.
You pull up customer profiles and see who had their chimney swept last fall. You send each one a quote for this year's sweep plus inspection.
A customer accepts the quote. You convert it to a scheduled job and add the flue notes from last year's visit.
You sweep the chimney, inspect the liner and cap, and note the findings in the job. You mark the job complete.
You send the invoice from the job page. The customer gets a link and pays by card. You record the payment and note the recommended cap replacement for next year.
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Yes. Add each service — sweep, inspection, creosote removal, cap repair — as its own line item with a quantity and price. The quote totals itself up and you can send it as a link.
Yes. Customer notes and job history show you when each home was last serviced. When fall comes around, you can see which customers are due and reach out before they book a competitor.
Yes. Every customer has a notes field where you can store flue size, liner type, cap status, inspection findings, and safety notes. The notes carry over to every job for that property.
Yes. You can bill the full year of an annual plan upfront or send an invoice after each visit. Record payments as cash, check, card, or transfer and see which invoices are outstanding at a glance.
Yes — you can start free with no credit card required. When you're ready for more, you can view available plans after signing up. There are no contracts and you can cancel anytime.