Client file upload without the email attachments
Give each client one link to send photos and documents from their phone. Everything lands on that client's page, next to their quote and invoice.
Yes to Paid is being built. Sign-ups are not open yet.
From yes to paid in four steps
- 1QuotePick items from your own price list and send the price in a text or an email.
- 2SignYour customer reads it and signs on their phone. You both get a copy.
- 3InvoiceThe signed quote turns into an invoice with one tap. Nothing is typed twice.
- 4PaidThey pay online. Reminders go out on their own until the invoice is paid.
No account for the client
The client opens the link, taps a button and picks photos or files. There is nothing to install and no password to remember.
Filed for you
Files go to the page of the client who sent them, with the date. You do not dig through texts and inboxes to find the picture of the model plate.
Part of the job, not a separate box
The upload step is on the same link as the quote, the signature and the payment, so you can ask for what you need at the moment it matters.
Common questions
What can a client send?
Photos and common documents such as PDFs, from a phone or a computer.
Does the client need an app?
No. The link opens in the browser.
Where do the files go?
To that client's page in Yes to Paid, next to their quotes, signed copies and invoices.