Documents

Thirty-two document types, one job thread. The quote becomes the deposit request, the work order and the invoice — same client, same numbers, no retyping.

018 documents

Selling

Eight ways to put the job in front of a client — from a budget range to a formal bid against someone else’s scope.

Quote
Priced scope, ready to send and sign.
Estimate
A priced range when the job isn’t fully defined.
Proposal
Cover, approach and pricing for a larger job.
Bid
Formal pricing against someone else’s scope.
Options & tiers
Good, better, best, side by side.
Scope of work
What’s included and what isn’t, no pricing.
Takeoff summary
Quantities and measurements before pricing.
Inspection report
Condition findings with photos.
028 documents

Agreements

The paper that protects the job — contracts and terms on the way in, sign-offs and certificates on the way out.

Contract
Scope, payment, terms, signature — one document.
Change order
The scope delta and the revised total.
Warranty certificate
What’s covered and for how long.
Subcontractor agreement
The same contract, pointed the other direction.
NDA
Before you see someone’s plans.
Terms & conditions
Your standing terms as a standalone sheet.
Client sign-off
Signature on the final walkthrough.
Completion certificate
The work is done and accepted.
038 documents

Fieldwork

Eight documents that keep a live site straight — schedules, materials, orders and the reports that prove condition.

Work order
The crew’s copy: scope and quantities, no pricing.
Job schedule
Phases, dates, who’s on site when.
Punch list
What’s left before the job closes.
Materials list
What to buy, in your units.
Purchase order
Materials priced, sent to a supplier.
Checklist
Anything that needs ticking off.
Photo report
Condition on camera — before, during, after.
Handover packet
Warranty, care instructions, contacts.
048 documents

Billing

The money documents — deposits, invoices and receipts on this job, and the plans that bring the next one.

Deposit request
The amount due before work starts.
Invoice
The full bill with the deposit credited.
Receipt
Proof of a payment received.
Progress invoice
Billed against completed phases.
Statement
Everything outstanding for one client.
Service plan
Recurring scope and pricing.
Maintenance agreement
The signed version of the plan.
Renewal notice
The plan coming up for renewal.

Document Chain

The whole chain is automated from one quote. Sign it once and the deposit request, work order, job schedule and materials list write themselves — they converge into the invoice, and the receipt, warranty and completion certificate close the job.

QUOTEQ-2C4298
Signed 7/29
DEPOSITDR-2C4298
1,498.81 paid
WORK ORDERWO-2C4298
Crew copy
JOB SCHEDULEJS-2C4298
Starts Mon 8/3
MATERIALSML-2C4298
11 items
INVOICEINV-2C4298
3,745.40 due
RECEIPTRC-2C4298
Paid in full
WARRANTYWR-2C4298
2 years
COMPLETIONCC-2C4298
Accepted 8/12

All documents

32 types
Selling

Priced scope, ready to send and sign.

A priced range when the job isn’t fully defined.

Cover, approach and pricing for a larger job.

Formal pricing against someone else’s scope.

Good, better, best, side by side.

What’s included and what isn’t, no pricing.

Quantities and measurements before pricing.

Condition findings with photos.

Agreements

Scope, payment, terms, signature — one document.

The scope delta and the revised total.

What’s covered and for how long.

The same contract, pointed the other direction.

Before you see someone’s plans.

Your standing terms as a standalone sheet.

Signature on the final walkthrough.

The work is done and accepted.

Fieldwork

The crew’s copy: scope and quantities, no pricing.

Phases, dates, who’s on site when.

What’s left before the job closes.

What to buy, in your units.

Materials priced, sent to a supplier.

Anything that needs ticking off.

Condition on camera — before, during, after.

Warranty, care instructions, contacts.

Billing

The amount due before work starts.

The full bill with the deposit credited.

Proof of a payment received.

Billed against completed phases.

Everything outstanding for one client.

Recurring scope and pricing.

The signed version of the plan.

The plan coming up for renewal.

INTEGRATIONS

Integrate these flows

Quotes, invoices and payments pushed into the tools you already run — accounting, CRM and scheduling — through the MeloDocs API and webhooks.

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ENTERPRISE

Custom Document

Your own document types, your contract language, rate books rolled out across crews and offices. Tell us what your operation runs on.

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Questions

Yes. A job is one thread — client, scope, rates and totals carry from the quote through the work order to the receipt. You never type a job twice.

The next documents are already half written. The deposit request, work order, change order and invoice all start from the quote.

No. Totals live on the job, not the page. Change a rate and every document downstream follows it, deposit included.

Yes. Start from an invoice or a work order and the thread builds around it — the client and rates still autofill.

Immediately. The change lands on the revised total, and the invoice bills the new balance with the deposit still credited.

Type a client once. Every document after that autofills name, address and contact from the job.

One job, one thread

Every document above starts from the one before it. Client, scope, rates and totals carry through — you never type a job twice.

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