Helps users gain financial clarity and confidence in their pricing and decisions.
Profit Genie Budgeting EngineProject Budgeting & Material OrderingEfficiency CalculatorHow Current Pricing Models are Failing YouHelps users close more deals with better sales tools and proposal systems.
Automated Proposal BuilderCustomizable Proposal PackagesIntegrated Sales PsychologyClient ManagementAutomated InvoicingHelps users manage the day-to-day work in a way that protects their margins.
Change Order ManagementCrew & Labor ManagementSmart Calendar SchedulingSubcontractor ManagementMaterial CatalogEquipment CatalogProject FoldersHelps users accurately log labor, track time, and get paid on time.
GPS-Stamped Time Tracking (Mobile App)Unbillable Labor TrackingHelps users learn, get answers, and make the most of the platform.
In-App Video Walkthroughs on Every PageU.S. Based Phone, Chat & Email SupportHelps users gain financial clarity and confidence in their pricing and decisions.
Profit Genie Budgeting EngineProject Budgeting & Material OrderingEfficiency CalculatorHow Current Pricing Models are Failing YouHelps users close more deals with better sales tools and proposal systems.
Automated Proposal BuilderCustomizable Proposal PackagesIntegrated Sales PsychologyClient ManagementAutomated InvoicingHelps users manage the day-to-day work in a way that protects their margins.
Change Order ManagementCrew & Labor ManagementSmart Calendar SchedulingSubcontractor ManagementMaterial CatalogEquipment CatalogProject FoldersHelps users accurately log labor, track time, and get paid on time.
GPS-Stamped Time Tracking (Mobile App)Unbillable Labor TrackingHelps users learn, get answers, and make the most of the platform.
In-App Video Walkthroughs on Every PageU.S. Based Phone, Chat & Email SupportNo more manual math. No more missed charges. Elevation Advisor’s invoicing system tells the full financial story, so you get paid faster, with fewer disputes, and more trust.
Automated Invoicing in Elevation Advisor is deeply integrated with your proposals, change orders, and project updates. The moment a proposal is accepted, the system generates a complete invoice—down payment, progress payments, and final balance—based on your contract terms and selected package.
Change orders? They’re treated like full proposals. Once signed, they automatically update the payment schedule and flow into the next invoice. Clients see exactly what changed and why. You see predictable cash flow and fewer headaches.
Even upgrades are seamless. If a client chooses a higher-tier package after signing, Elevation Advisor recalculates the payment plan and sends a new invoice instantly. Every dollar is accounted for. Every update is tracked. And every invoice builds trust.
Clients see the original contract, all approved changes, payments made, and current balance. No confusion. No surprises.
No manual entry. No missed charges. Every change is tracked and reflected in the next invoice.
Add a change order or upgrade a package, and Elevation Advisor recalculates the payment plan instantly—splitting the balance across remaining payments.
You send them with one click. Clients pay with confidence. And your cash flow stays smooth and predictable.
