Manage client projects from estimate to final payment

Project management software helps sellers organize client work from the first request to the final payment. It typically supports estimates, project details, contracts, scheduling, invoicing, payment tracking, and customer records. Square helps connect these workflows so you can manage service projects without relying on disconnected spreadsheets and payment tools.

Yes. Square helps professional services sellers manage projects by connecting estimates, contracts, invoices, customer information, and payments. You can create estimates, convert them into invoices, track what's paid or overdue, and keep customer records together in Square Dashboard.

Yes. You can create estimates for service work and convert accepted estimates into invoices. This keeps billing tied to the original scope and gives customers a way to pay online.

Yes. Square Invoices supports payment schedules, deposits, recurring invoices, and multiple payments on a single invoice. These tools help professional services sellers bill larger projects in stages instead of waiting until the work is complete.

Yes. You can use contracts to document service terms and collect signed agreements. Contracts work well alongside estimates and invoices when you need a clear record of scope, timing, or customer approval.

Yes. Square lets you accept payments online through invoices, in person with Square hardware, over the phone, or by manually entering a card. Customers can pay with credit or debit cards, Cash App Pay, and other supported payment methods.

Professional services sellers should look for tools that connect scope, scheduling, billing, and payment status. Strong project management tools make it easy to create estimates, document terms, collect deposits, track overdue invoices, and review customer history. Square brings those core workflows together so you can manage project and payment information across connected Square tools.