Carry an approved scope through payment and recordkeeping.
Connect estimates, approvals, invoices and payment status across the business software you choose. We define where pricing comes from, who approves each commitment and how records reach bookkeeping; the business's payment provider handles transactions and holds its own funds.
Above, Washington Contractor Network. Below, William Smith, Sketch of the Succession of Strata and their relative Altitudes, 1816. Public domain, via Wikimedia Commons.
Unearth at the physical layer.
Estimates, Invoices & Payment Workflows works in the physical layer. Strata Modus raises the information floor, from the physical layer to the digital surface.
Convert
The digital surface
Where buyers search, ask AI and decide who to call: your website, Google, AI answers and campaigns.
Allana brings experience in internal controls, data governance and reporting automation at J.P. Morgan Chase, alongside public-sector risk and compliance work. She applies that background to organized records, documented approvals and reliable bookkeeping and payroll routines for your business.
Your consultation defines the accounts, workforce, systems and support you need. We agree on delivery responsibilities, review dates and pricing before work begins.
Estimates, Invoices & Payment Workflows, with a clear purpose.
Estimate details are often re-entered when work is approved, invoiced and reconciled. That creates mismatched scopes, unclear approval status and avoidable questions about whether a customer paid or a bookkeeper recorded the transaction.
Reduce repeated entry while keeping pricing and financial decisions with authorized people. The workflow connects the customer record to the agreed estimate and invoice, then carries provider status into the business's operating records.
Build growth you keep.
Start with our infrastructure. Strengthen the assets in your business.
Strata tools & networks
Your retained assets
Your financial records, reporting and documented routines.
Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.
The engagement
What we build with your business.
A defined scope gives your team a clear picture of the work and what it needs to operate.
01
Estimate and approval map
Document the source of prices, scope review, customer acceptance, signature step and human approval roles.
02
Selected provider configuration
Set up supported estimate, e-signature or invoice workflows in tools owned or approved by the business.
03
Payment-status connection
Connect supported payment events and invoice records without collecting or holding customer funds.
04
Reconciliation and exception guide
Define how staff handle changes, failed payments, refunds, duplicate records and bookkeeping handoff.
From first conversation to working system
How the work moves.
01
Map the commitment
Follow an estimate through approval, signature, invoice, payment and accounting records.
02
Set the systems and controls
Choose the approved providers, pricing source, permissions, disclosures and approval points.
03
Test and reconcile
Validate ordinary and exception paths, confirm the business retains payment control and document the owner for unresolved items.
Before we begin
Useful questions.
We’ll refine the details around your business in the first conversation.
Can customers approve estimates with e-signatures?+
Yes. We can connect a selected e-signature provider to an estimate workflow; the business approves the agreement language and signature process.
How do customer payments reach the business?+
The business's payment provider processes transactions and settles funds to its account. Provider and transaction fees are separate and identified before work begins.
Can estimates use approved pricing rules?+
Yes. Where the selected software supports it, we can configure estimates from business-approved pricing; inspections, scope changes, discounts and exceptions stay with an authorized person.
Put Estimates, Invoices & Payment Workflows to work.
Tell us what needs to improve and what you use today. We can help plan the change, build the solution and provide ongoing support, with responsibilities and pricing agreed in your proposal.
