Invoices by chat
Describe the work, the total paid and the customer email. Chat2CRM builds a detailed, branded PDF invoice that adds up perfectly and opens a ready-to-send email draft.
Chat2CRMRun every job from one chat.
Chat2CRM turns a single message into invoices, estimates, scheduled appointments, job tickets and profit reports — branded with your logo and ready to send.
Everything the app does
Instant estimates
Ask it to price a job. You get a professional estimate with a realistic breakdown, numbered EST-0001 and up, valid for 30 days.
Job tickets & closings
Text a completed job and Chat2CRM records the customer, address, job type, source, total, parts cost and profit in one organized ticket.
Pending closing
Partially paid jobs stay in a dedicated tab showing total, deposit and balance. Close them when paid in full and they move straight into reports.
Job schedule calendar
Schedule appointments by chat or from any ticket. View them in a calendar, sorted by time, with source labels and easy rescheduling.
Daily reminders
Every morning at 7 AM you get an email roundup of the jobs scheduled for that day, so nothing slips through the cracks.
Jobs done & reports
Browse every finished job by source. Run profit reports, filter by date, and download a PDF summary for your records.
Source management
Track where your work comes from, set source percentages, and remove a source — and its jobs — when you no longer need it.
Your brand, your settings
Upload your logo, set company details, currency and invoice numbering. Every PDF carries your business identity.
1
Chat the details
One message is enough: what happened, for whom, and the numbers.
2
Review the document
A polished PDF appears in the chat with the right breakdown, logo and totals.
3
Send or schedule
Approve the invoice, email the estimate, or add the job to your calendar.