FINANCIAL SUITE
The Wise Way to Manage Your Money
Stay on top of your finances in one place with Houzz Pro’s financial management software for construction and design—a suite of connected tools built to keep profits high, workloads low, and accountants happy.
Get to Know the Financial Suite
Maximize your money management with Houzz Pro—your one-stop shop for managing payments, boosting profit, and making sense of every dollar.
HOW IT WORKS
Your Financial Workflow on Houzz Pro
Build Effortless Estimates
Turn your Takeoffs into professional Estimates, or craft Estimates from scratch with customizable templates for typical projects, reusable Assemblies for multi-component items, and more.
Get Paid Online
Send Invoices clients can pay online and get your money in minutes with Instant Payouts.* You can also offer hassle-free financing through Intuit Credit Karma, Figure and GreenSky to increase your clients’ buying power.**
Run Profitable Projects
Keep an eye on your bottom line with Budget Management and Time & Expense Tracking. And when project scopes change, save time with Change Orders that work with your existing Estimates.
Track Your Finances
Get an overview of your business by the numbers with a range of Financial Reports and sync your financial files and payments in Houzz Pro with QuickBooks Online to make bookkeeping a whole lot simpler.
*Available for a 1% fee per transaction.
**Terms and restrictions apply. Learn more about GreenSky and Figure.
Save Time
When your money’s managed efficiently—and financial files practically draft themselves—you free up more time for more profitable projects.
Boost Profits
Leaving money on the table is a thing of the past with easy, accurate tracking tools designed to ensure no cost slips through the cracks.
Get Organized
From invoices to payments, everything with a dollar sign is automatically organized to make purchasing, billing, and bookkeeping a breeze.
Stand Out
Be the clear choice for hiring homeowners with more professional docs, easier ways to pay, and a client experience they won’t forget.
CONTRACTS
Let Clients E-Sign on the Dotted Line
Consider your company covered with built-in Contracts that are quick to create, simple to send, and automatically trackable—no third-party software required.
- Upload your own, use a template, or craft from scratch
- Save time with smart text you only have to enter once
- Create your own reusable templates for future jobs
- Preview what clients will see and send for e-signature
ESTIMATES & PROPOSALS
Draft Without a Hitch, Deliver With a Click.
Whether you’re building Estimates or Proposals, we’ve got you covered with visual, professional docs you can craft fast and send for same-day e-signature to keep projects rolling.
- Add your company logo and info to your letterhead
- Create templates and add your own Product Library
- Include an auto-calculated markup and custom terms
- Preview what clients will see and send for e-signature
INVOICES & ONLINE PAYMENTS
Get Paid Fast—Anytime, From Anywhere.
Create and send Invoices with ease and encourage clients to pay them online with our secure, one-stop financial software—a cashless convenience you’ll both love.
- Draft and send Invoices fast with custom templates
- Let clients pay by credit and debit card or bank transfer
- Get bank deposits in minutes with Instant Payouts*
- Set up automated payment reminders to clients
*Available for a 1% fee per payout. Typical bank deposit wait times without Instant Payouts take 2 to 3 business days and vary by bank and original payment method. Initial deposits may take longer.
BUDGET MANAGEMENT
Keep Projects on Budget at a Glance
Get insights into ongoing project profitability, uncover where you’re undercharging, and compare estimated and actual spends with built-in Budget Management.
- See estimates, actuals, and variances at a glance
- Identify and address budget overruns early on
- Update actuals using built-in Time & Expense Tracking
- Compare your spend against your invoiced amounts
Fund Both Sides of Your Business
Fund Both Sides of Your Business
Loans on Intuit Credit Karma
*Loans are issued by Celtic Bank and powered by Stripe. All loans subject to credit approval. Eligibility based on payment history with Houzz Pro.
**Terms and restrictions apply. Click here to learn more.
***Terms and restrictions apply. Click here to learn more.
QUICKBOOKS ONLINE INTEGRATION
Sync Your Essentials to QuickBooks Online
Cut the double-duty data entry with our seamless QuickBooks Online Integration—the automatic way to sync files and payments across best-in-class platforms.
- Connect once and files auto-sync every 5 minutes
- See what’s synced fast in one simple dashboard
- Use advanced mapping for a custom sync experience
- Save your bookkeeper countless hours copying data
CHANGE ORDERS
Make On-the-Fly Changes Without Setbacks
Keep projects on track with less rework or lost time thanks to our financial management software’s quick Change Orders that work with your existing Estimates.
- Create from scratch or start with an Estimate line item
- Move fast with a simple, streamlined approval process
- Include an autocalculated markup and custom terms
- Show planned and updated costs for scope increases
Available only on Custom plan.
FINANCIAL REPORTS
Get to the Bottom of Your Bottom Line
Cue crystal clear insights into your cash flow, project profit margins, and team time spent with customizable reports from our financial tracking tool for construction and design.
- Download detailed reports or high-level overviews
- Create custom reports with just the info you need
- Track invoices, retainers, payments, and more
- See time billed by team members or projects
INTEGRATIONS
Financial Software That Keeps You Connected
AWARD-WINNING SUPPORT
Here to Help—However You Need It.
Got questions? Our financial management tool experts have answers. For anything our self-guided resources can't solve, reach out for assistance and we'll take it from there.
Online Chat
The fastest way to find answers is at the bottom right of your browser.
Phone
We’re here from Monday to Friday, 6am to 5pm PT at (888) 257-4020.
Why Go With Houzz Pro?
Why Go With Houzz Pro?
All-In-One Solution
