Service Proposals, deposits and Service Invoices
Quote the work. Get it approved. Get paid.
Filter media for a hotel’s indoor pool, or six months of weekly service rounds: price it once as a Service Proposal, your client approves it from a link, the deposit comes in before work starts, and the Service Invoice is drawn from the same lines when the job is done.
Coming soonLaunching soon
Request waitlist accessService Proposal · sample
Filter media · Indoor poolConference center · a coastal hotel group
- Sand filter media, two filters$1,480
- Drain, refill and backwash$640
- Startup chemistry and retest$260
- Total$2,380
- Deposit on approval (30%)$714
From proposal to paid
One job, one record, from the first price to paid in full.
Follow the filter job through its record. The lines are priced once and never typed again, and nothing reaches your client until you send it.
- Price the jobThe media for both filters, the labor to drain, refill and backwash, and the startup chemistry: a fixed price per line, or an hourly rate for work you can’t size yet.
- Send the Service ProposalMark the job as a proposal and your client gets an email with a link to review every line and the deposit. Approval is optional — leave it off and the job goes straight to scheduling.
- Your client approves itOn their phone or at their desk: approve, or decline with a reason. You see when they opened it and what they chose.
- The deposit before the workOnly if you want one: a fixed sum or a share of the price. The job sits in Awaiting Deposit until your client pays, then moves onto the Service Calendar.
- Start the workOn the day, press Start work, and an automatic email tells your client the filter work on the indoor pool is under way.
- Complete itPress Complete once both filters are back in service and the retest is logged. Your client hears it’s finished by email, and the Service Invoice opens ready to check.
- The Service Invoice is readyDrawn from the same lines, with the deposit already taken off. Check it, then send it with one click.
- Paid in fullThe balance is recorded against the invoice and your client gets a confirmation by email.
JobFilter media replacementIndoor pool · Conference center Approval PendingAwaiting DepositScheduledWork In ProgressCompletedPaid
DetailsProposalPaymentsInvoiceHistory
- Sand filter media, two filters$1,480
- Drain, refill and backwash$640
- Startup chemistry and retest$260
- Deposit · 30%$714DuePaid
- Balance$1,666DuePaid
- Subtotal$2,380
- Deposit paid−$714
- Balance due$1,666
- Subtotal
- $2,380
- Deposit (30%)
- $714
- Balance after deposit
- $1,666
Service Invoice · drawn from the jobReview & sendService Invoice · sentPaid
Illustration · invented client · sample data. Amounts follow the market chosen at the top of the page.
Paid in full
Thanked by email, the paid invoice attached.
When the hotel pays the balance, a thank-you from your company arrives in their inbox with the Service Invoice attached and stamped paid, ready for the accounts team’s files. Open the attachment as they would.
- From:
- Your company
- To:
- Facilities manager · a coastal hotel group
- Subject:
- Your company - Payment received
Your company
✓Paid
Hello,
Thank you for your business. We have received your payment for the filter media replacement on the indoor pool, and the Service Invoice is paid in full.
- Payment date
- Fri, May 15
- Payment method
- Card online
- Amount paid
- $1,666
- Remaining balance
- $0
Questions about this payment? Reply to this email and it comes straight to us.
Service Invoice · INV-1187Filter media replacement
Indoor pool · Conference center
- Sand filter media, two filters$1,480
- Drain, refill and backwash$640
- Startup chemistry and retest$260
- Total$2,380
- Deposit paid · card online · May 5−$714
- Balance paid · card online · May 15−$1,666
- Balance due$0
Illustration · invented client · sample email and Service Invoice; amounts follow the market chosen at the top
Work Record · optional
Show a hotel exactly what it paid for.
Every finished job leaves a Work Record behind: the steps your technician logged, before and after photos, materials and time on site. It waits on the pool’s record until you choose to share it — because the client asked, or because the result speaks for itself. It is never sent automatically, and the Service Invoice goes out without it.
- Built from the round as it was logged, never retyped
- Shared on request, or whenever you choose
- Stays with the pool’s history either way
Every Work Record also flows into the month’s Pool Service Record
Work RecordFilter media replacementIndoor pool · Conference center · Tue, May 12 · AnaReady · not sentSent to client · 4:52 pm
- Pool drawn down, both filters opened
- Sand media replaced in both filters
- Backwash, startup chemistry and retest logged
- Materials
- Filter sand · 2 loads
- Time on site
- 5 h 10 min
Technician’s note Filter 2’s laterals show wear: worth a check on the next service round.
Illustration · invented client · sample data
Recurring service rounds
Six months of rounds, approved once.
The weekly rounds are priced the same way: one Service Proposal for the plan, each round at its price. When your client approves it, the whole recurring plan is approved, and every round takes its place on the Service Calendar.
- Each round is its own record, carrying the plan’s price and work.
- Extra work by the hour goes on the Service Invoice as hours logged.
- Any proposal or invoice prints or saves as a PDF.
Service Proposal · recurringWeekly service rounds · Indoor poolService Proposal approved
- Service round, weekly26 rounds × $165
Six months, one round a week
Recurring plan · approving this Service Proposal approves every round in it.
Illustration · invented client · sample data
Payments
By card online, or the way clients pay in your country.
Pick the payment methods your clients can use in your settings. The list follows your country, and the details you add print on the Service Invoice email, so a hotel’s accounts team knows how to pay.
Payment methodsUS
Card payments online · at launch
Your country’s methods
- Zelle
- Venmo
- Cash App
- PayPal
- ACH transfer
- Wire transfer
- Check
- Interac e-Transfer
- PayPal
- Bank transfer
- Wise
- Cheque
- SPEI
- OXXO
- BBVA transfer
- Santander transfer
- Mercado Pago
- PayPal
- Bank transfer
- Nequi
- Daviplata
- Bancolombia transfer
- PayU
- Bank transfer
- Cheque
- WebPay
- Redcompra
- MACH
- Servipag
- Khipu
- Bank transfer
- PayPal
- Mercado Pago
- TodoPago
- Bank transfer
- Ualá
- Rapipago
- PIX
- Boleto Bancário
- TED/DOC
- PayPal
- Mercado Pago
- Bank transfer
- PicPay
- Faster Payments
- BACS
- Monzo
- Wise
- Revolut
- SEPA transfer
- PayPal
- Bank transfer
- Revolut
- SEPA transfer
- PayPal
- Bank transfer
- Lydia
- Revolut
- Bizum
- SEPA transfer
- PayPal
- Bank transfer
- Revolut
- MB Way
- SEPA transfer
- PayPal
- Bank transfer
- Multibanco
- Revolut
- PayID
- BPAY
- PayPal
- Bank transfer
- POLi
- Bank transfer
- PayPal
Shown for the market chosen at the top of the page (the live site follows your location).
History
Every step of the job, on its record.
Who did what, and when: you, your client, or the system. When a hotel’s accounts team asks what was approved and what was paid, the answer is one tab away.
HistoryFilter media replacement
- YouService Proposal sent
- ClientProposal viewed
- ClientService Proposal approved
- SystemDeposit requested
- ClientDeposit paid
- YouWork started · email sent to the client
- YouWork completed · email sent to the client
- ClientBalance paid · paid in full
- SystemPayment confirmation emailed
Illustration · invented client · sample data
The rest of the work
The money side of the same record.
- The record behind the invoiceChemistry logs, corrective actions and the Pool Service Record your client keeps.See chemistry & records
- Book what was approvedEvery round of an approved plan lands on the calendar, and your client hears about changes.See the Service Calendar
- Commercial pool service companiesOwners, route managers and technicians looking after pools and spas for clients.See who it’s for
Questions
About proposals, deposits and invoices
Can I use this today?
Limparo opens soon. Service Proposals, deposits, Service Invoices and recorded payments are part of what it opens with; the scenes on this page are illustrations with an invented client.
Does the Service Invoice send itself?
No. It is drawn from the job’s lines so nothing is retyped, and it goes to your client only when you have checked it and pressed send.
Can I ask for a deposit before ordering parts?
Yes. Set a fixed amount or a percentage on the Service Proposal; the job waits on Awaiting Deposit until your client pays, then you book it.
Can my client pay by card?
Card payments online are planned for launch. You can also offer your country’s own methods, and every payment is recorded against its invoice.
Can I invoice extra work found on a round?
Yes. Add the parts and the hours to the job and they appear as their own lines on the Service Invoice, so your client sees each one before paying.
Founding access
Quoted once, approved, paid, on one record.
Founding access is open for commercial pool service companies preparing for launch: launch updates for your name and a work email, confirmed by email first.
Launching with a 14-day free trial. No card needed.
Coming soonLaunching soon
Request waitlist access