The Complete PDR Billing Workflow
Steelie connects every step of your billing process - from the initial estimate on the lot to the final payment in QuickBooks.
Estimate → Work Order → Invoice
One-click conversion at every stage. All line items, R&I pricing, customer details, and signatures carry over automatically.
Customizable R&I Guide
Your rates, your surcharges. Apply a master R&I rate across every item in one action. The same R&I guide flows into retail estimates, hail estimates, work orders, and invoices. No double-entry.
Customizable Invoice & Estimate PDFs
Your logo, your branding, your terms on every PDF. Configurable tax labels (HST, GST, sales tax) and rates per company. Professional output ready for any customer or dealer.
Branded Customer Email Templates
Fully editable email templates per company. Every customer touchpoint (estimate sent, invoice sent, payment received) looks like your business, not ours.
Signature Capture & Send
Capture customer signatures on invoices in person. Email PDFs directly to customers and dealerships. Generate dealership statements per account.
Tax Calculation
Configurable tax rates and labels per company. Tax is calculated automatically on every estimate and invoice with proper rounding.
PDF Generation
Polished, branded PDFs for download, printing, or email attachment. Hail matrix PDFs include every panel, dent count, and surcharge.
QuickBooks Online Sync
Customers, invoices, and payments push to QuickBooks Online automatically. No double-entry between PDR software and accounting.
QuickBooks Online Integration
Steelie's QuickBooks Online integration eliminates double data entry. Connect your QuickBooks account and Steelie handles the rest.
Invoice Any Customer Type
Steelie supports the three main PDR customer types, each with their own workflow.
Wholesale / Dealership
Bill dealerships on net terms. Track outstanding balances per dealership, generate batch invoices, and manage service agreements.
Retail / Walk-In
Create retail estimates on the spot, collect payment, and send receipts. Perfect for door dings, parking lot damage, and minor dents.
Insurance / Hail
Generate detailed hail damage reports for insurance adjusters. Track claim numbers, insurance companies, and supplement requests.
Invoicing FAQ
Do I need QuickBooks to use Steelie?
No. QuickBooks integration is optional. Steelie has its own built-in invoicing, payment tracking, and reporting. The QuickBooks sync is available for businesses that want PDR data to flow into their existing accounting system. Pro tier includes QuickBooks Online sync.
How customizable are Steelie invoices and estimates?
Fully customizable. Your logo, company name, address, and contact details appear on every PDF. Tax labels and rates are configurable per company. Email templates are fully editable per company. The same customization extends to estimates, work orders, and dealership statements; every document a customer sees is branded as your business.
Does Steelie support R&I (Remove & Install) on invoices?
Yes. Steelie's R&I Guide is fully customizable. Your rates, your surcharges. And the same guide flows uniformly into retail estimates, hail estimates, work orders, and invoices. You can apply a master rate across every R&I item in one action and restore defaults if you experiment. No per-document drift.
How does payment tracking work?
Mark invoices as paid, partially paid, or outstanding. Track payment methods and dates. Capture customer signatures on invoices in person. If you use QuickBooks, payment status syncs automatically. The dashboard shows outstanding invoice totals and revenue summaries at a glance.
Can Steelie generate dealership statements for wholesale accounts?
Yes. Steelie generates per-dealership billing statements showing every invoice, payment, and outstanding balance. Statements are branded with your logo and ready to email or print. Built specifically for wholesale PDR shops working with multiple dealer accounts.