Bill From the Quote, Not a Second Spreadsheet
The quote goes out in one tool. The invoice gets built in another. Somebody copies line items by hand and hopes the deposit, the change order, and the leftover balance all add up.
That’s how shops lose a week of materials money — not because they can’t invoice, but because the invoice is a rewrite of work they already priced.
We got tired of that rewrite at KiwiMill. The quote and the invoice needed to be the same record, at two different moments.
Price it once
In KiwiDock a quote lives on the opportunity. Line items, totals, a branded PDF your customer can actually read. When they accept it — all of it, or part of it — that scope becomes the job. You don’t re-type the work to start the project, and you don’t re-type it again to bill.
Every quote sits on the opportunity it belongs to — not in a side design tool.
Bill what’s left, not what’s convenient
Not every job gets billed all at once. A 50% deposit to buy material, a progress invoice when the first lot ships, a remainder when it lands — that’s normal shop work. KiwiDock bills a percentage of what’s still remaining, or a flat amount, per line. Already-billed portions lock so nobody double-invoices a line that already went out.
A deposit invoice, generated from the quote — not rebuilt in QuickBooks.
What’s been billed and what’s still open, on the same job.
The customer-facing page should look like you
The document isn’t a fixed template with a logo dropped in the corner. It’s a real layout: letterhead, line-item tables, merge fields from the customer record. Build it once. Reuse it on every quote and invoice so the shop looks like one shop, not three different PDFs.
Same branding on the quote the customer signed and the invoice that follows it.
If you want the longer walkthrough, start at How KiwiDock works. If you just want to stop rewriting the same line items, create a free account and send one quote this week.