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From catalog to invoice without retyping line items

August 4, 2026 · Antsfield

From catalog to invoice without retyping line items

Use one workspace catalog for stock, estimates, and invoices so office and field teams stop duplicating parts lists.

Many service businesses maintain one list for warehouse counts, another for price books, and a third for what actually landed on the invoice. Antsfield keeps those lists connected inside a single workspace.

Build the catalog once

Add items with SKUs, descriptions, and default pricing. Tag parts by trade, supplier, or job type so technicians and office staff can filter quickly.

On Pro and above, attach suppliers and import catalogs from CSV when you are migrating from spreadsheets or another system.

Send estimates clients can approve

Create an estimate from the same catalog you use for stock. Clients receive a branded document they can review and approve before work starts — no separate quoting tool required.

When the job is done, convert approved work into an invoice instead of rebuilding line items from memory.

Collect payment online

Connect Stripe on supported plans to accept card payments on sent invoices. Payment status stays on the invoice record next to client history and reporting.

Field crews on iPhone can capture photos, collect signatures, and send invoices before leaving the job site. Changes sync to the web dashboard for billing and operations staff.

Keep permissions practical

Not everyone needs access to every location or billing screen. Role templates and location-scoped permissions on Pro and above let owners, field techs, and billing staff see only what their job requires.

Ready to try the workflow? Start free or compare plans on the pricing page.