48-second demo · US app
From quote
to paid.
One client. A connected workflow. Watch it happen in SoloOp.
US app footage with sample data. The payment notification is illustrative; Bank Feeds shows a sample walkthrough.
Watch on YouTube ↗The player is provided by YouTube. Playing the video connects to YouTube.
The written walkthrough
Follow Sarah's job.
Create the client
Add Sarah’s client record so her contact details and work belong together.
Send the quote
Prepare a $50 mowing quote and send it to the client for approval. The amount is sample data, not a suggested rate.
Get the yes
Sarah accepts the quote through the client-facing quote page. The video highlights that approval with an editorial notification.
Book the accepted work
Open QuickAdd, select the accepted quote and book the job. The quote becomes the starting point for the scheduled work.
Finish and invoice
Complete the job, create the invoice and send it to Sarah. A sent invoice stays distinct from a paid invoice.
See the payment paths
The payment notification illustrates getting paid. The ending then switches to a separate sample Bank Feeds walkthrough for a direct bank payment. These are alternative payment paths, not two payments on one invoice.
When the client pays into your bank
Confirm the match.
Remember the payer.
The Bank Feeds example shows a first match being confirmed, followed by an eligible repeat payment being matched for you. Review exceptions rather than assuming every deposit belongs to an invoice.
Bank Feeds is currently for eligible US businesses on SoloOp Paid. Availability and payment methods vary by region.
How US Bank Feeds works →Start with your next client.
Core client, scheduling and invoicing tools are free. Online payment processing fees apply.