Configure
Create an estimate or invoice for client services.
All capabilities Business
Invoicing & Estimates
Client invoices, estimates, line items and payment tracking.
Connected workflow Role-based access Tenant-aware
How it works
A clear workflow from setup to operational proof.
Invoicing & Estimates is designed to stay connected to the rest of the platform, so users do not have to duplicate records or jump between disconnected tools.
Operate
Add structured line items and service details.
Verify
Issue and track the financial record.
Improve
Maintain payment status alongside the client relationship.
Why teams use it
Built for real operational accountability—not feature-box marketing.
This capability follows the same tenant, role and audit principles as the rest of the platform. That keeps data consistent and gives every stakeholder the right level of visibility.
One connected workspaceRecords stay linked across related workflows.Right access for every roleAdmins, operations, guards and clients see what they need.Operational proofStructured activity creates a stronger audit trail.Less manual follow-upMove faster with context already connected.
Best fit
Where Invoicing & Estimates creates the most value
- Security companies managing multiple guards, sites or clients
- Operations teams that need stronger accountability and traceability
- Businesses replacing spreadsheets, chat threads and disconnected tools
- Teams that need a premium client and workforce experience on desktop and mobile
Premium capability fromUSD 18/monthActivate this capability
Connected capabilities
All capabilities Explore related Business capabilities.
Ready to activate
Activate premium capabilityBring Invoicing & Estimates into a connected security operations platform.
Choose the right plan, activate optional premium capabilities when needed, and keep every workflow inside one premium workspace.