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Features · Invoicing & Onboarding

Get paid faster.

Onboard customers cleaner.

Automated invoice generation, polite-but-persistent payment reminders, customer onboarding flows, and clean handoff to QuickBooks or Stripe. The back-office work that drains your evenings — handled.

No credit card required.

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The back-office tax

Closing the day is the second job you didn't sign up for.

01The 9pm invoice grindYou finished service at 6. Now you're typing up invoices on your laptop until 10. Family doesn't see you. Most owners give up entirely on day-of invoicing.
02AR that just keeps slippingDay 30. Day 45. Day 60. You hate sending the reminder. The customer needed one nudge — but it never came. $4,800 sits in receivables.
03Onboarding inconsistencyFirst customer this week got the welcome email + intake form + scheduling link. The other three got... nothing. The reviews show it.
The math

Day-of invoicing collects 32% faster. Automated reminders close another 18%.

/ 01
32%
faster collection, day-of invoicing
Across the customer base when invoices send same-day instead of week-end
/ 02
+18%
AR recovery from auto-reminders
Polite, branded reminders close the long tail of unpaid invoices
/ 03
9 hrs
owner time saved per week
Hours back from invoicing, reminders, and onboarding — every week

The first month usually pays for the year — just from invoices that wouldn't have gone out the same week.

Everything you need. Tuned for invoicing & onboarding.

Every feature configured for the call patterns and stakes specific to your business.

Live Now
Auto-Generated Invoices

Invoice goes out before you leave the driveway.

Job complete on the dashboard? Invoice generated, branded, and sent — by SMS, email, or both — automatically. With a one-tap payment link.

  • Triggered when a job is marked complete
  • Branded PDF + payment link
  • Stripe / Square / QuickBooks Payments supported
Live Now
Estimate → Invoice

From quote to paid in four taps.

Customer approves the estimate by text. AI converts it to an invoice. Sends the payment link. Closes the loop. No double entry, no copy-paste, no errors.

AI voice ↘

“I've sent your $440 estimate — reply YES to approve and I'll book the job for Friday.”

  • SMS-based estimate approval
  • One-tap conversion to invoice
  • Approval timestamp stored for the record
Live Now
Polite Persistent Reminders

Reminders that get paid — without sounding like a collector.

Branded reminder cadence at Day 7, 14, 30, 45. Tone you'd be comfortable sending yourself. Self-serve payment link in every message. Escalation to you only when needed.

  • Configurable 4-touch reminder cadence
  • Branded copy + payment link in every reminder
  • Escalation alert at 45 days, never sooner
Live Now
QuickBooks + Stripe Sync

Books, payments, and invoices — one source of truth.

Two-way sync with QuickBooks Online + Stripe. Invoices, payments, customers, line items — all reconciled automatically. Your bookkeeper will love you.

  • QuickBooks Online + Desktop + Stripe + Square
  • Auto-reconciled payments + customer records
  • Bank-grade encryption in transit + at rest
Live Now
Onboarding Flows

Every new customer gets the same first-class welcome.

Branded welcome → intake form → calendar link → expectations email → first-job follow-up. Pre-built per industry, customizable per business, identical for every new customer.

  • Pre-built welcome sequences per industry
  • Intake form templates per service type
  • First-job follow-up + review request built in
Live Now
Custom Intake Forms

Get the info you need — before you show up.

Drag-build intake forms per service. Pre-filled from the customer record. Auto-attached to the job. Stop arriving at the property and asking 'so what's going on?'.

  • Drag-build form builder, no code
  • Service-specific templates
  • Pre-fills from existing customer record

How it works

Live in under 30 minutes. Seriously.

01

Connect QuickBooks or Stripe

OAuth-grade connection in 30 seconds. Your existing books stay the source of truth — we just stop the manual entry.

02

Pick your onboarding template

Industry-specific welcome flows. Customize the copy, your logo on every send, your service in every step.

03

Stop closing the books at 9pm

Invoices send the moment you mark a job done. Reminders chase themselves. Onboarding runs on autopilot.

Meet Rover · Powered by Claude

Meet Rover. Your AI sidekick — always on the clock.

Rover is the AI agent powering SMB Sidekick — built on Claude, Anthropic's frontier model. Every call your business takes, every summary it writes, every lead it captures, that's Rover working for you 24/7. And now you can talk to Rover directly from your dashboard.

01 · The Agent

Meet Rover. Your AI sidekick.

Rover is the AI agent that answers your phones, triages your emergencies, and captures your leads — 24/7. Built on Claude, Anthropic's frontier model. Branded as part of your team.

02 · Summaries

Rover writes the day's summary.

After every call, Rover reads the transcript and writes a plain-English digest: who called, what they wanted, what to do next. You read 4 sentences instead of 11 voicemails.

03 · Workspace

Rover works with you — live.

Open the AI Workspace in your dashboard. Ask Rover anything about your business. It reads your own call data, sentiment, and knowledge base — and answers.

Rover
Rover · AI Workspace· INVOICING & ONBOARDING
How much is sitting in unpaid receivables, sorted by days overdue?
Rover
Rover · streaming

You have $12,840 sitting in AR over 30 days. $4,200 of that is past 60.

Three invoices over $500 are unpaid past 30 days. Want me to send the polite Day-45 reminder to all three now?

Source · your last 90 days of call summaries
Ask Rover about your business…
↑
What you'd ask

Ask Rover anything about your business.

→“How much is sitting in unpaid receivables, sorted by days overdue?”
→“Which invoices over $500 are unpaid past 30 days?”
→“Draft a polite payment reminder to the 4 oldest open invoices.”
→“What's my average days-to-payment this quarter vs last?”
Last 90 days of call summaries
Sentiment trends
Missed call log
Your knowledge base
POWERED BY CLAUDE · ANTHROPIC  ·  ROVER ©2026 SMB SIDEKICKOpen the AI Workspace
From the field
“I billed three months of work in one Sunday, then it just ran itself.”
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[Owner Name]
[Business Type]

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