⌁ QUOTES + INVOICES

Price the work.
Then keep moving.

Build the quote, calculate the price, add tax and deposit terms, get customer approval, turn the accepted work into a job and invoice from the same connected record.

×Per-foot & unit pricing✓Customer approval▤PDF quotes & invoices
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What is quote and invoice software for a service business?

Quote and invoice software helps a service business price work, send a professional estimate or quote, record customer approval and bill the customer after the work is performed. Galaxy Unit keeps those documents connected to the same customer and job so the scope and pricing do not need to be entered again at every stage.

PRICING THAT MATCHES THE TRADE

Not every service is
priced the same way.

Service businesses use different pricing models. Galaxy can calculate work by unit, foot, square foot, service, visit or flat rate depending on the workflow.

For marine work, a simple per-foot calculation can become a professional quote without breaking the relationship between service, quantity and rate.

Pricing calculatorMarine example
Length42 ft
×
Rate$60
=
Amount$2,520
Hull Polish — Two Step$2,520.00
Pricing typePer foot
Also supportsFlat rate
Trade modelPer service
Property workPer sq ft
ONE COMMERCIAL WORKFLOW

Quote once.
Carry it forward.

A good quoting system is not finished when the PDF is sent. The approved price and scope should keep moving with the work.

♙
CustomerStart from the existing CRM record instead of typing the customer again.
⌁
QuoteAdd services, quantity, rates, tax and deposit terms.
✓
ApprovalCustomer accepts the scope and price.
□
JobTurn the approved work into the operational job.
▤
InvoiceBill from the same connected scope and customer record.
$
PaymentTrack the amount due, deposit and payment state.
Customer quote reviewFictional demo
Quote Q-1084
Northstar Service Co.
$3,616.00
Hull Polish — Two Step$2,520.00
Teak Protection$280.00
Interior Light Detail$400.00
HST$416.00
Total$3,616.00
Accept QuoteAsk a Question
Approval trail
Once approved, the quote status and timestamp can remain connected to the commercial record.
CUSTOMER APPROVAL

Acceptance should be
part of the workflow.

An accepted quote is more than a green badge. It is the commercial handoff from selling the work to delivering it.

Galaxy keeps the approved scope and price attached to the same customer so the next step can be creating and scheduling the actual job.

FROM COMPLETED JOB TO INVOICE

Invoice the work
without rebuilding it.

When the job is complete, the customer, service scope and commercial history are already known. The invoice should continue the record rather than starting from a blank page.

The resulting invoice can stay linked to the job, expenses and job profitability instead of becoming an isolated document.

Invoice INV-1059
Captain Nova · Sea Ray 42
PAID
Hull Polish — Two Step42 ft × $60$2,520.00
Teak Protection1 × $280$280.00
Interior Light Detail1 × $400$400.00
Subtotal$3,200.00
HST$416.00
Deposit received−$500.00
Balance$3,116.00
Payment recorded · Aug 22$3,116.00 ✓
□ Linked job⌁ Original quote↗ Job profitability⌗ Bookkeeping
COMMERCIAL CONTROL

The document is only one
part of the system.

Galaxy treats quotes and invoices as business records connected to the rest of the operating workflow, not as isolated PDFs.

×

Trade-specific pricing

Use pricing structures that fit the service: per foot, per service, flat rate, per square foot and other configured models.

42 ft × $60$2,520
Flat rate$400
%

Tax and deposits

Add HST and deposit terms directly to the commercial document so the total and amount required are clear.

HST13%
Deposit$500
✓

Approval state

Know whether a quote is draft, sent or accepted so the next operational action is obvious.

StatusAccepted
NextCreate job
▤

Connected invoice

Keep the invoice tied to the original quote, completed job and financial records used elsewhere in Galaxy.

InvoiceINV-1059
PaymentPaid
Quote Q-1084⋯
READY TO SEND

Captain Nova

42 ft service object
Hull Polish — Two Step$2,520
Teak Protection$280
Interior Detail$400
HST$416
Total$3,616
Preview PDFSend Quote
Deposit: $500Customer approval moves this quote into the next step of the workflow.
QUOTE FROM THE FIELD

Price the work while
the customer is still there.

A service owner should be able to review the customer, add the service, verify the quantity and rate, preview the total and send the quote without returning to a desktop.

QUOTING & INVOICING QUESTIONS

Clear commercial answers
for service businesses.

The page is structured around the real questions owners search for when evaluating quoting and invoicing software.

What is the difference between a quote and an invoice?

A quote presents the proposed scope and price before the work is completed. An invoice is the request for payment after work has been performed or when a payment milestone is due. Keeping them connected preserves the commercial history from sale to payment.

Can service businesses price quotes by unit or measurement?

Yes. Many trades price work using a measurable unit such as feet, square feet, visits, vehicles or individual services. A quote builder should preserve the quantity and rate so the customer can see how the total was calculated.

Why connect an accepted quote to a job?

The accepted quote already contains the agreed scope and pricing. Converting that record into the operational job reduces duplicate entry and keeps the team working from the same commercial agreement.

Why should invoices connect to job costing and bookkeeping?

The invoice represents revenue from the work. When it remains linked to the job and financial records, the same revenue can contribute to job profitability, accounts receivable and bookkeeping without being recreated in a separate spreadsheet.

⌁

Sell the work once. Carry it all the way to payment.

Quote, approve, schedule, invoice and track the money without rebuilding the same job.