Quote with context
Build estimates from the customer and requested work already in the workspace.
Estimates and invoices connected to the actual job
Move from a customer request to an approved estimate, scheduled work, and a tracked invoice without rebuilding the same details at every step. Opright keeps sales, service, and billing connected for small field service businesses.
Plans start at $0No card required to beginInstallable web app
What you can do
Schedule approved work
Carry accepted work into the schedule instead of copying it into a separate calendar.
Know what is unpaid
Track invoice status and the payment method your business accepts.
A clearer estimate-to-invoice workflow
Every handoff creates a chance for details to be lost. When the estimate sits in one tool, the schedule in another, and payment notes somewhere else, the owner has to manually reconstruct the job.
Opright brings these stages into one workspace. Create and send an estimate, collect customer approval, turn the accepted work into a job, and prepare an invoice using the same underlying customer and service context.
- Customer requests
- Estimates and approvals
- Scheduled jobs
- Invoice PDF and delivery
- Payment-status tracking
Deliver invoices the way customers expect
Invoices can be delivered by email or text, and message templates on eligible plans help keep communication consistent. Businesses can record their preferred payment methods and track whether an invoice is open or paid.
Online card-payment availability can depend on payment configuration and account readiness. Opright also supports tracking the payment methods the business already uses, so invoicing is not limited to a single collection method.
Use job details to understand the result
On plans with job costing, expenses and time can add operational context after work is complete. That makes the invoice more than a final document: it becomes part of a record the owner can use to understand estimated margin and business performance.
Frequently asked questions
Direct answers
Can customers approve an estimate in Opright?
Yes. Estimates and customer approvals are included on eligible plans, and approved work can continue into the scheduling workflow.
Can I send an invoice by text or email?
Yes. Opright supports email and text invoice delivery, invoice PDFs, and payment-status tracking.
Does Opright process every payment method?
Opright can record the payment methods your business accepts and track invoice status. Online card processing depends on your payment setup and account readiness.
Keep exploring
Related Opright pages
Guide
Estimate-to-invoice guide
Create a dependable service-business workflow from customer request and estimate through approval, scheduling, job completion, invoice, and payment.
Explore →FeatureReporting and job costing
Track job expenses, estimated margins, revenue goals, and field service performance with Opright reporting and job-costing tools.
Explore →PlansFree for you. Pro for your team.
Free for one user. Opright Pro is $29/month with 8 users, plus $5/month per additional user. Compare tools and transparent monthly pricing.
Explore →Bring the field service workflow into one workspace
Start with customers, scheduling, invoices, and payment tracking. Add estimates, recurring work, crews, costing, and reporting when the business needs them.
See Opright plans