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.
White-glove onboarding for every Founding customer. Here's what their workflow looks like once we hand them the keys.
Recurring, multi-property invoicing set up live in about an hour. Loom walkthroughs publish here as each Founding customer goes live.
Signing, payments, recurring invoices, AI rewrites, and white-glove onboarding, bundled flat (QuickBooks sync coming soon). No per-seat scaling. No upgrade tiers to unlock the basics. What you sign up for is what you keep paying.
Scott runs the full 60-min onboarding session, configures everything, runs your first proposal and invoice live with you on the call. You're sending real deals that day.
End-to-end: provisioning, brand assets, integration OAuth, full proposal-template build, 6 invoice runs supervised, 90-day onboarding loop with weekly check-ins.
Most trades operators pay 4 separate tools to do what we do in one. Same money — sometimes less — and you get your time back.
Same money. Plus your time back. Plus trades-specific defaults you don't have to set up. Plus one bill instead of four.
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.