From Quote to Payment in Minutes
Stop retyping the same line items across Word, WhatsApp, and Tally. ServiceBookCRM keeps estimates, tax logic, and payment status inside the same ticket your technicians already trust.
Quote → ticket → invoice
Approved quotation
Customer signs off digitally or in person. Line items lock for billing integrity.
Work completed
Parts consumption and labor adjustments flow straight into the draft invoice.
GST invoice issued
Sequential numbering, QR-ready PDF, and instant WhatsApp delivery.
Invoice features finance teams expect
GST breakdown
CGST, SGST, and IGST computed per line with HSN/SAC codes carried from your catalog defaults — editable only by authorized roles.
Line items & discounts
Bundle labor, parts, and visit charges. Apply percentage or flat discounts with manager approval beyond thresholds.
Payment modes
UPI, card, cash, bank transfer, and credit notes — each recorded against the same invoice timeline.
Credit control
Aging buckets highlight who owes what before you release the next high-value repair.
Send polished PDFs where customers already chat
One tap pushes the latest quotation or tax invoice into the same thread as your status updates — no more “check your email spam” conversations at the pickup counter.
- Template messages fall within WhatsApp Business policy categories.
- Delivery receipts sync back to the communication log.
Invoice #INV-2026-0148
₹12,450.00
CGST ₹1,121 · SGST ₹1,121
Payment status at a glance
Partial payments allocate automatically against the oldest dues first — or follow your finance policy with manual overrides tracked in the audit log.
Close tickets and books together
See how invoices stay linked to tickets, inventory, and customer profiles.