Patchlamp

Guides

From a quote request to an invoice

A customer asks for a quote on your website, and Patch, an AI operator, texts the request to you. With your site’s database switched on at setup, you can ask for an estimate or invoice by text too.

Get the request while you’re on a job

The request comes from your website form to your phone by text, so you can read what the customer asked without opening your email. You get their question; deciding the price is still your job.

Make the estimate, then send it

Text Patch the customer, the work and the amount. It makes a branded PDF and a link where the customer can accept the estimate, with their name, time and address recorded.

When the customer accepts, the job lands in your customer book. You can ask Patch about that customer’s past visits by text, or see the same customer list in your site’s admin area.

Ask for the invoice when you’re ready

An accepted estimate does not start an invoice on its own: Patch waits for your word. Ask for an invoice and it makes a numbered, branded PDF and a page the customer can read.

You can make that invoice without connecting Stripe. The payment instructions can be your own words, so the invoice can tell the customer how you want them to pay.

Connect your own Stripe for card links

Payment links and deposits need your own Stripe account connected first. Once it is connected, those payments go through your account; the money never passes through Patchlamp, and Patchlamp adds no fee to Stripe’s fees.

Where it stops

You send the estimate and forward the invoice to your customer. Customer replies to quote requests stay off until you turn them on, and those replies leave pricing to you. An invoice marked paid records what you told Patch; it is not independent confirmation that money arrived.

Try a demo, or text Patch about the next estimate you need.

See it on a demo Text Patch — +19377644699