Keep the job moving
Create an estimate, publish it to the homeowner portal and turn approved work into a work order. Track the invoice and record payments collected outside SplashIQ after your staff reconciles them.
Back to overview
Estimates, invoices and payment planning
From estimate to invoice, in one place.
Quote the work, share the estimate and keep track of what is owed. Give your office and homeowners a clear view of each job.
- Create and track estimates
- Share estimates in the homeowner portal
- Turn approved work into work orders
- Track invoices and record reconciled offline payments
Your billing workflow
Estimate. Approve. Invoice.
Keep your team and homeowners up to date from the first quote to the final invoice.
Online homeowner payments and financing: coming later
Keep estimates, work orders and invoices alongside the customer and pool records your team already uses. When work is approved, your office can move it forward without losing the details.
Homeowners can view shared estimates and invoice history in their portal. For payment arrangements, they contact your pool company directly.
Estimates and invoices are tracked in SplashIQ pool service software beside the visit that created the work.
Online payments and financing
Homeowner online payments and repair financing are not available yet. Estimates, invoice tracking and offline payment records are available now.
What it changes for your business
Clear estimates
Keep proposed work and pricing together for homeowner review.
Connected work orders
Move approved estimates into the work your crew needs to complete.
Invoice visibility
Review invoice history with the customer and property records.
Payment records
Let authorized staff record reconciled offline payments from the billing screen.
Frequently asked questions
Is online payment or repair financing available today?+
Homeowner online payments and repair financing are not available yet. Contact your pool company for payment options.
What billing workflow is available now?+
Teams can create and track estimates and invoices, publish estimates to the homeowner portal, and record an offline payment after reconciling it. Homeowners contact their pool company for payment instructions.
Can homeowners see their estimates and invoices?+
Yes. Contractors can publish estimates and share invoice history through the homeowner portal.
How do we record a payment collected outside SplashIQ?+
Authorized staff can record an offline payment from the billing screen after reconciling it with the payment received.