Introduction
You know the drill: you do the work, send the invoice, then spend evenings nudging for payment. The real issue isn’t your workmanship—it’s scattered admin. In this deep‑dive, we’ll show a practical way to tighten the money loop: voice‑capture the job, send a clear proposal, get an e‑signature, flip it into an invoice in one click, and track payment in one place. Why it matters? Because fast, tidy paperwork gets paid sooner. How? With Donizo’s voice‑to‑proposal workflow plus invoicing and payment tracking.
Table of Contents
Key Takeaways
- In general, small trades lose 2–3 hours per week chasing payments when admin lives in email, notes and spreadsheets.
- It’s common for converting an accepted proposal to an invoice to drop from 10–20 minutes to under 1 minute with one‑click invoice creation.
- Many contractors find same‑day proposal delivery increases e‑sign within 24 hours, which can pull cash collection forward by several days.
- In general, a single list for payment tracking reduces back‑and‑forth by half because status is clear for both you and the client.
The Real Cash Flow Problem
When does payment go slow? When scope is fuzzy, approval is delayed, and the invoice is late because you’re buried.
Common Friction Points
- Scattered notes: phone photos, voice memos, and a rough price stuck in your head.
- Delayed proposals: by the time you type it up, the client’s spoken to someone else.
- Manual invoicing: copying details line by line into a template after a long day.
- No single truth: you don’t have one view of what’s due, what’s paid, and what’s stuck.
In general, small trades often see 20 to 30 percent of invoices slip past terms when there’s no single tracking list. And many contractors report 2–3 hours a week lost to “just following up.” That’s time you could be earning.
The Outcome
Slower proposals mean slower signatures. Slower signatures mean slower invoices. Slower invoices mean slower cash.
The Donizo Feature: Proposal To Invoice + Tracking
Here’s the fix: a straight line from capture to cash.
What It Is
- Voice to Proposal: Speak the job on site. Add photos and text. Donizo turns it into a professional proposal.
- Send Proposal with Client Portal: Email the branded PDF and give clients a portal to view.
- E‑Signature Integration: Clients sign digitally for a legally binding acceptance.
- Invoice Management + Payment Tracking: Convert the accepted proposal to an invoice in one click and track payment status in one place.
Plans At A Glance
- Discover (Free): Unlimited proposals with voice/text/image input, e‑signature, PDF export (with watermark).
- Ascension (Paid): Everything in Discover plus custom branding, invoicing and payment tracking, basic templates, analytics dashboard, priority support, no watermark.
- Autopilot (Paid): Everything in Ascension plus advanced templates, margin estimator, multi‑language support, work report exports.
Commonly, the jump from accepted proposal to invoice takes under a minute with Donizo’s one‑click conversion.
How It Works On A Real Job
Picture a 1‑day job: replace an extractor fan and make good.
Step 1: Capture On Site (5–7 minutes)
- Open Donizo, hit voice. Describe the fan, access, make‑good, protection, and disposal.
- Snap two photos: existing fan and ceiling condition.
- Add one assumption: “Power supply in place, no rewiring.”
Step 2: Send The Proposal (2–3 minutes)
- Donizo creates a professional PDF. In paid plans, it’s fully branded with your logo.
- Email to the client with portal access. They can read it clearly on their phone.
It’s common for clients to sign within 24 hours when the proposal lands the same day.
Step 3: E‑Sign And Convert To Invoice (under 1 minute)
- Client e‑signs. You tap “Convert to Invoice.” Done.
- The invoice mirrors the accepted scope—no retyping.
Step 4: Track Payment (ongoing)
- Mark statuses as you go. One list shows what’s due and what’s cleared.
- No juggling spreadsheets or searching email threads.
In general, cutting the quote‑to‑invoice gap to same‑day can reduce days outstanding by 5–10 days on small jobs.
Make It Stick: Terms And Clarity
Fast tools help, but clear expectations make the cash arrive.
Scope Clarity
- Name inclusions plainly: supply, install, make good, disposal.
- Note exclusions and assumptions: access, existing wiring, painting beyond patch.
Payment Terms That Don’t Confuse
- Keep it simple for small jobs: due on completion or within a short, stated term.
- State how you’ll invoice: on signature, on completion, or split (if agreed).
Send While You’re Top Of Mind
- Same‑day proposals are remembered. Next‑day ones compete.
- Use Donizo’s voice capture while the details are fresh and photos are in your hand.
Many contractors find that clarity plus speed halves the follow‑up needed to get paid.
Real Results From The Field
1. One‑Van Electrician
Problem: Handwritten notes, proposals typed at night, invoices two days late.
Solution: Voice to Proposal on site; client e‑sign; one‑click invoice; payment tracked in one list.
Outcome: Commonly, 2–3 hours saved per week and fewer “just checking on payment” calls.
2. Bathroom Repair Specialist
Problem: Scope creep and disputes over what was included.
Solution: Photos and assumptions in the proposal; e‑signature confirms scope; invoice mirrors acceptance.
Outcome: In general, fewer disputes and faster payment because the invoice matches the signed document.
3. Exterior Maintenance Crew
Problem: Multiple small invoices scattered in email.
Solution: Convert each accepted proposal immediately; track statuses centrally.
Outcome: It’s common to see a shorter cash cycle by several days when proposals, signatures, invoices and tracking live together.
Old Way vs Donizo Flow
| Feature | Current State | Improvement |
|---|
| Proposal Creation | Typed at night from memory | Voice, photos and text on site; sent same day |
| Acceptance | “Please reply by email” | Legally binding e‑signature in the client portal |
| Invoice Creation | Copy‑paste into a template | One‑click from accepted proposal |
| Payment Tracking | Spreadsheet and inbox trawl | Single list with clear statuses |
| Result | Slow cash, more chasing | Faster decisions, faster invoicing, less follow‑up |
Frequently Asked Questions
Do I Need A Paid Plan To Track Payments?
Payment tracking and invoicing are in Donizo’s Ascension plan (and included in Autopilot). The Discover (free) plan covers proposals and e‑sign with PDF export (watermark).
Can Clients Sign From Their Phone?
Yes. Donizo’s e‑signature is digital and legally binding. Clients open the proposal from email or the portal and sign in a few taps.
How Fast Can I Go From Site Visit To Invoice?
With voice capture, many contractors create and send a proposal in 10 minutes or less. Once the client signs, converting to an invoice typically takes under a minute.
Can I Use My Logo And Remove Watermarks?
Yes on paid plans. Ascension and Autopilot allow custom branding and export PDFs without a watermark. The free plan exports with a watermark.
What If The Client Wants A PDF Copy?
All plans support PDF proposals. You can email the PDF directly, and paid plans include your branding and no watermark.
Conclusion
Chasing payment is usually a symptom of slow, messy paperwork. Tighten the loop: capture by voice, send a clear proposal, get a digital signature, convert to invoice in one click, and track payments in one place. That’s how you move from “I’ll send it tonight” to “It’s signed and invoiced today.” If you’re ready to save hours each week and bring cash forward, try the workflow in Donizo. Start with Discover to prove the speed, then step up to Ascension for branding, invoicing and payment tracking.