Quote-to-payment flow
Create the path from customer request to quote approval, scheduled work, invoice, payment, and follow-up.
Powered by Zotley
Zotley is the software layer we set up so the new company can manage quotes, jobs, schedules, routes, invoices, payments, customers, properties, recurring work, and AI-assisted daily operations after the website goes live.
What is Zotley?
Create the path from customer request to quote approval, scheduled work, invoice, payment, and follow-up.
Organize appointments, recurring visits, crews, job notes, and daily work instead of juggling texts and spreadsheets.
Give service businesses a cleaner way to plan the day, reduce wasted windshield time, and keep jobs moving.
Keep customers, locations, service history, notes, photos, and account details easier to find.
Support maintenance plans, subscriptions, repeat work, card-on-file workflows, and ongoing customer relationships.
Use Zotley AI to help create, summarize, search, organize, and move operational work forward faster.
Next step
Every North Port Business Solutions package includes Zotley setup so clients are not left with a disconnected website and no way to manage quotes, jobs, customers, payments, and follow-up.