Platform · Module 10 of 15
Invoices
Deposits and job paperwork that live with the customer file, inside your own CRM workspace, next to the job they belong to.
Invoices
Job paperwork on the customer record, inside your CRM workspace.
| Document | Job | Status | On record |
|---|---|---|---|
| Deposit receipt | Carla J. leak repair | Recorded | With the job file |
| Job agreement | Nguyen shingle replacement | Signed | With the job file |
| Final invoice | Dana K. gutters + repair | Draft | Ready for review |
The honest note, again
Invoicing is a platform module inside your own CRM workspace, where deposits and job paperwork can live with the customer file. Kraken is the lead system; invoicing is configured as part of your CRM setup, not sold as a separate Kraken product. Sample rows above are demo paperwork for the fictional demo company, not Kraken pricing, which never appears on a page.
The system look: this is the Invoices module as it runs inside a company workspace, shown with a fictional roofing company and sample data.
How It Operates
How Invoices works on a real job
- 1
Paperwork lives with the job
Agreements, deposit receipts, and invoices attach to the same record as the lead, the photos, and the conversation.
- 2
Drafted from the record
Documents pull the customer and job details from the CRM instead of being retyped, so the file agrees with itself.
- 3
Status you can see
Draft, sent, signed, and recorded states sit on the record and the dashboard, so paperwork never trails the work.
- 4
Part of CRM setup
This module is configured when your workspace is built, alongside your pipeline and forms. It is plumbing, not a pitch.
What setup takes
You provide your agreement and paperwork templates, if you have them. We configure the documents inside your CRM workspace during setup, attach them to the job flow, and test the full path on a sample job before your first real one runs through it.
Watch
The Invoices explainer
Explainer filming in production
The video walkthrough for this module, a NotebookLM explainer wrapped in the Kraken intro and outro, lands in this slot as soon as it clears production.
Listen
The Invoices podcast
Podcast in production
The audio overview for this module, generated from the same production brief as the explainer, lands in this slot as soon as it clears production.