From scope to payment

Connect estimates, proposals, jobs, invoices, and payments

A price should not lose its context when it becomes a proposal, job, or invoice. Obra keeps the working relationships live and freezes what the client actually received when a document is issued.

Obra · Money · Job cost

VILLA MAR POOL SERVICE

Know the job before it’s over.

On track

Client price

$2,480

Base cost

$1,536

Projected margin

$944
Materials$816
Labor$720
Paid by client$1,240

The problem

Stop rebuilding the same job at every stage

Scope and client details are retyped between estimates and proposals.

Internal costs and client prices get mixed together.

Issued documents change after the client saw them.

Payments and expenses become disconnected from the job they belong to.

How it works

Carry approved information forward

01

Estimate cost and price

See base cost before applying the markup you choose.

02

Create the proposal

Reuse client, job, scope, pricing, terms, and branding in an editable document.

03

Freeze issued versions

Keep the exact content and brand the client received while later revisions remain separate.

04

Invoice and record payment

Connect billing and payment history to the job without rewriting confirmed transactions.

Connected by design

Information enters once and keeps working.

  • Keep every client, property, job, visit, document, cost, and payment connected.
  • Give office staff, field workers, and clients a view designed for what each person needs.
  • Capture screenshots, photos, PDFs, messages, and voice notes without losing the original.
  • Work in English or Spanish and keep client-facing information clear.

Frequently asked questions

What to know before you start

Can I choose my own markup?

Yes. Markup starts blank; the business chooses it and can always see base cost before client price.

Can the client see internal cost?

No. Client-facing documents exclude internal cost and margin.

What happens when a proposal is accepted?

Accepted information can carry into the contract and job, preserving the connected workflow.

Ready to organize the work from the start?

Join the waitlist for early access and launch offers.

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