01 · Service catalog and price book
02 · Quote-to-job conversion
03 · Job-to-invoice with line items intact
Quote it once — the job and the invoice inherit the numbers.
A service catalog and price book keep pricing consistent; accepted quotes convert to jobs, and completed jobs convert to invoices.
Webb9-specific proof
The handoff is part of the product.
Line items are snapshotted at each step, so changing a catalog price never rewrites a document you already sent.
A practical first step
Map the current journey before prescribing the stack.
We’ll identify what is being lost, what should stay human, and the smallest useful launch scope.