Tools your workflows run on.
Workflows are how your team works. Tools are what your customers and your team touch along the way: the credit application and the payment portal. Use them on their own, or inside the workflows that need them.
Used in 2 workflows
Credit Application
A credit application under your name that customers finish on a phone, verified before your credit desk opens it. Simpler than the PDF, and it arrives finished.
See the credit application →Harbor Point Builders LLC
Commercial credit application
- Business info
- Bank verification
- Trade references
- Review
Business
VerifiedBank verification
Operating account connected
Ownership and balance verified in the application
Used in 6 workflows
Payment Portal
A branded portal where customers see exactly what they owe, pay by job, and move through checkout with fee rules your team controls.
See the payment portal →Payment link · draft
Review the text before it goes
A secure link for the open invoice, and a message ready to send under your name.
Karen Walsh
Northline Drywall · (603) 555-0142
Message
Hi Karen, Northline Drywall has a balance of $18,940.15 due on invoice 38612. You can pay securely here: pay.ridgelinesupply.com/n8k2
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