One link. Opens on their phone. They sign and pay in 90 seconds, the PDF generates, and the money lands in Stripe before you've put the truck in park. QuickBooks sync is coming soon.
No PDF attachments. No DocuSign accounts. No second tool for payment. Three steps, one URL.
Their proposal page goes live the moment you hit Send. They review on phone — hero pitch, terms, signature pad, payment.
No DocuSign account. No plugin. Both copies auto-generate as PDFs, timestamped and counter-signed by you.
Pay Now button right under the signature. Stripe receives. You and your customer both get a receipt email. QuickBooks sync coming soon.
Watch a real customer go from invoice to paid to receipt-in-hand. Auto-plays. Tap any step to jump.
Stripe and GoHighLevel are live today; QuickBooks sync is coming soon. Stripe is a trademark of Stripe, Inc. Intuit and QuickBooks are registered trademarks of Intuit Inc. HighLevel is a trademark of HighLevel Inc. Kaizen Shift is not endorsed by, sponsored by, or affiliated with any of these companies; integrations connect via official OAuth.
We set the workspace up with you on a call. Here's what the workflow looks like once we hand over the keys.
Recurring, multi-property invoicing set up live in about an hour. We publish walkthroughs here as customers go live and clear them for us to share.
We build the workspace, load your invoice template, connect your accounts, and train you on it. There is no self-serve signup and no per-seat ladder. Every number below is confirmed with you on a call before you owe anything.
We invoice you the same way we help you invoice your customers. Nothing is charged automatically, there is no card required to book a call, and you are not locked into a term. If we stop earning the monthly, you leave with a full CSV and PDF export at no cost.
Running several companies, a large property portfolio, or a team that needs its own logins? Setup is scoped to the work, so we quote it live on the call instead of guessing at a tier here. Same shape: one setup fee, then one flat monthly.
Most trades operators pay 4 separate tools to do what we do in one. Your monthly goes down, the setup is a one-time, and you get your time back.
Lower monthly. Plus your time back. Plus trades-specific defaults you don't have to set up. Plus one bill instead of four. The setup fee is paid once, not every month.
Competitor list-pricing as published Q1 2026. Effective cost varies with seats, integration tier, and processor fees. We update these numbers when their pricing pages do.
Tap any question to expand. Anything not covered? Email Scott directly.
monthly:N, monthly:eom, weekly:DAY, quarterly:N, yearly:M-D. The cron generates new draft invoices on schedule and you choose whether to auto-send or review first.Connect and authorize Kaizen Shift to use your existing Stripe account and GoHighLevel location. We never store API keys; tokens refresh automatically. If you'd rather we provision fresh accounts, that's an option too. QuickBooks sync is coming soon; until then your invoices export clean for your accountant.Tell us about your business. We'll send back a real, live, signable proposal — usually within 48 hours.