fwdlink

Quote to cash — your page plus the CRM that closes it

Public FwdLink for leads. Estimates, jobs, invoices, and pay in the same workspace.

Service business owner reviewing jobs on a phone at a landscaping jobsite

From the field

Contractors running page + CRM on one link

Page + CRM

One brand from first tap to paid invoice

fwdlink.com/you is the front door clients open and forward. Inside: leads, estimates, schedule, work orders, invoices — same handle, same workspace.

Public FWDLink page on a phone — the client-facing front door
Landscaping pro showing a public business page on a phone
Public page on phone beside CRM pipeline on laptop
Invoice pay confirmation on a phone after the job

Quote to cash

Page lead → estimate → job → invoice → pay

The loop service businesses already run — on one owned link.

  1. Public business page on a phone at the jobsite

    01

    Capture on your page

    Share fwdlink.com/you. Quote and contact forms land in Leads — not a scattered inbox.

  2. Reviewing a field estimate on a phone by the work van

    02

    Send the estimate

    Build line items, attach context, share a link or PDF the client opens on any phone.

  3. Job progress and photos on a phone at the landscaping site

    03

    Schedule & run the job

    Schedule the visit on the same client file. Work orders stay with the estimate history.

  4. Paid invoice confirmation on a phone

    04

    Invoice & get paid

    Send the invoice when the job is done. Online pay when your plan is ready.

Your public page is the CRM front door

Neighbors, clients, and Google traffic open one branded link. Forms, proof, and client requests live on the page you own — then the workspace closes the money loop.

  • One handle everywhere

    Texts, QR on the truck, Google Business, Instagram — same fwdlink.com/you.

  • Leads stay in pipeline

    New → contact → quoted → won. Reply from the same thread before you open the estimate.

  • Client file follows the job

    Estimate, schedule, work order, and invoice share one record — easier renewals.

Public page on phone showing services and contact

Estimates clients actually open

Share a live link or PDF. Line items stay clear; acceptance moves the job forward without another tool.

  • Line items your way

    Packages, labor, materials — write it how you bill.

  • Proof beside the quote

    Attach job photos or a client view link so the number makes sense.

  • Same brand when you invoice

    Accepted estimate → invoice after the job — clients already know the link.

Estimate builder with line items and schedule in CRM

Jobs and field docs on the same file

Schedule the visit, open the work order in the field, send the invoice before you leave the driveway.

  • Schedule from CRM

    Client prefilled from the won lead or estimate.

  • Work order in the truck

    Scope and notes on the phone between stops.

  • Invoice from the field

    Send pay links while the work is fresh — not “I’ll email you later.”

See business CRM overview

Job photos and progress on a phone in the field

Pipeline, docs, and pay — one loop

Move inquiries on the board, keep the client current, share a link to approve or pay. Your page stays the brand clients forward.

  • Leads pipeline

    New → need to contact → quoted → won or lost.

  • Estimates & invoices

    Quote acceptance feeds the job; invoice closes cash.

  • Client view when you share proof

    Forward a clean browser link for job photos beside the money docs.

Leads kanban from new to won

Share a client view — then close the invoice

When proof matters, send a live gallery link from your page. Keep the estimate and invoice on the same brand clients already trust.

  • Browser, not another app

    Clients open the link on any phone — no downloads to approve or pay.

  • Field invoice when done

    Finish the stop, open the job, send pay before you drive off.

Client opening a shared job view link on a phone

Phone-first between stops

Built for crews who quote, show up, and get paid without going back to a desktop.

  • Starter covers the core loop

    Page + CRM workflow free to start. Online pay and seats on Plans.

  • Write it for your market

    Page and messages in the language your clients use.

Sending an invoice from the phone after a job

Start free. Upgrade when you get paid online.

Starter includes your public page and core quote-to-cash flow. See Plans for online payment fees and seats.

See Plans & fees

Frequently asked questions

What is quote to cash on FWDLink?
Your public page captures the lead; CRM moves estimate → job → invoice → pay under the same brand — one owned link instead of separate marketing and billing tools.
Do I need a separate website and CRM?
No. The page is the front door; Leads, estimates, schedule, work orders, and invoices live in the same FWDLink workspace.
Can clients pay invoices online?
Yes, according to your plan. Starter can start the docs flow; online pay details are on Plans.
Can I send estimates and invoices from my phone?
Yes. Create and share links clients open in the browser — built for between-stop field use.
How is this different from business CRM?
This page is the quote-to-cash story: public page + money loop. Business CRM is the deeper product tour of the same rails.
fwdlink

Claim the link. Close the loop this week.

Put a quote form on your page, send an estimate, invoice when the job is done.