Turn Job Data Into Quotes and Invoices Without Rebuilding the Work
CrewCard Invoicing & Quotes keeps job details, rates, approved hours and client billing connected, so your team can prepare, review and send billing from the same workforce workflow.
Move From Job Setup to Client Billing With the Same Core Data
CrewCard keeps quoting and invoicing linked to the jobs, rates and worked hours your team is already managing.
Create the Job
Start from the Job Sheet, client details and configured rates already used for operations.
Prepare the Quote
Review job costs, apply notes or adjustments and send an optional quote to the client.
Approve Worked Hours
Use completed and approved timesheet information to support accurate job billing.
Send and Track the Invoice
Send invoices, review outstanding amounts and continue into statement or accounting workflows.
Prepare Quotes From the Same Job and Rate Information
When quotes are enabled, CrewCard can create an optional quote alongside the Job Sheet so your team can review costs before sending them to the client.
Keep the quote connected to the same Job Sheet and job number used by operations.
Configure whether repeated shifts appear in a summarised or detailed quote format.
Add supporting information and billing adjustments before the quote is sent.
Handle the Adjustments That Happen Around Real Client Billing
Keep common billing changes inside the invoice workflow instead of rebuilding the invoice in another system.
Custom Charges and Discounts
Add invoice adjustments such as discounts, management charges or other billing items, then update the invoice totals before sending.
Part Payments, Holds and Refunds
Support staged payment requirements and manage payment changes such as holds or refunds from the invoice workflow.
Invoice History and Attachments
Keep a record of invoice activity and support invoice emails with PDF attachments where required.
Statements and Payment Reminders
Review outstanding invoices and send statements or configured reminders to help clients stay on top of payment dates.
Control How Your Invoices Look Before They Reach the Client
CrewCard includes invoice appearance settings so your team can control the main invoice layout, business details, client information, line items and supporting notes.
Control the invoice header, client details, business information, table and notes.
Use settings to control details such as staff display and invoice text.
Review the updated layout before the invoice is issued to the client.
See What Has Been Sent, Paid or Still Needs Attention
Keep invoice status visible for your team, follow up outstanding balances and connect billing with the accounting workflow used after the invoice leaves CrewCard.
Use the invoice list to understand what has been sent and what still requires follow-up.
Support follow-up workflows for unpaid invoices without leaving the billing process.
Continue billing into your accounting workflow and identify invoice export status.
Common Questions About CrewCard Invoicing & Quotes
Does CrewCard create an invoice for each job?
CrewCard can automatically create a corresponding invoice for a Job Sheet. An optional quote can also be created using the same job reference when quotes are enabled.
Can quotes and invoices use job and timesheet information?
Yes. CrewCard keeps billing connected to job information, configured rates and worked hours, helping the invoice continue from the same records used to manage the job.
Can we add discounts, charges or part payments?
CrewCard supports invoice and quote adjustments such as discounts and other charges. Part-payment workflows can also be configured where staged billing is required.
Can invoice statements and reminders be sent for outstanding invoices?
Yes. CrewCard supports invoice statements and configurable reminder workflows to help your team follow up invoices that remain outstanding.
Can CrewCard invoices be exported to Xero?
CrewCard supports Xero integration and can show invoice export status so administrators can identify successful and failed exports.
What should an Australian tax invoice contain?
Australian invoice requirements depend on factors such as GST registration and the value of the supply. See the Australian Taxation Office guidance on tax invoices for current requirements.
See How CrewCard Can Connect Jobs, Hours and Client Billing
Show us how your team currently prepares quotes, invoices and outstanding invoice follow-up. We can walk you through how CrewCard keeps those steps connected to the work being delivered.