Platform | 04 / ERP
Quote to cash. All in one platform.
Back office operations native to CoreOP. Quote, approve, invoice, accept payment, pay vendors, reconcile. No QuickBooks integration required. Your front line and back office run on one platform.
Sales overview
May 2026
This month
$24,847
+12.4% vs last
Pending
$3,125
2 invoices
Stripe fees
$897
3.6% effective
Payouts
$18,400
This quarter
30-day revenue
Apr 14 → May 14
Recent transactions
8 entriesApex Aviation · Inv #1042
May 14
+$2,847.50
Acme Detailing · Payout
May 14
-$485.00
Highline Holdings · Inv #1041
May 13
+$1,200.00
Stripe processing fee
May 13
-$28.47
Carlisle Family Trust · Inv #1040
May 12
+$3,425.00
Marcus L. · Crew payout
May 12
-$640.00
Reliant Air Partners · Inv #1039
May 11
+$1,895.00
Stripe processing fee
May 10
-$22.13
Reconciled through May 14
The problem
Most field service software ends at the job. Then you reconcile by hand.
Most platforms claim end-to-end. Then they hand off to QuickBooks for actual accounting. Your team exports to CSV. They reconcile Stripe payouts against invoices manually. They chase vendor invoices through email. They pay contractors with checks. Your operational data lives in one system. Your financial data lives in another. The reconciliation lives in a spreadsheet someone has to maintain.
Quote to cash
From quote to paid. Without leaving the platform.
Build a quote from your service catalog. Send it as a PDF. Customer reviews, signs, and approves through the portal. Quote auto-converts to invoice. Customer pays. Job auto-bills on completion. Vendor gets paid. Books reconcile. All native to CoreOP. No external tools required.
SERVICE CATALOG
Pre-built services with pricing
QUOTE BUILT
Drag, drop, customize, send
PDF SENT
Branded PDF to customer
APPROVED
Customer reviews and signs
INVOICE
Auto-converts on approval
PAID
Cards, ACH, direct deposit
RECONCILED
Auto-reconciles in CoreOP
SERVICE CATALOG
Pre-built services with pricing
QUOTE BUILT
Drag, drop, customize, send
PDF SENT
Branded PDF to customer
APPROVED
Customer reviews and signs
INVOICE
Auto-converts on approval
PAID
Cards, ACH, direct deposit
RECONCILED
Auto-reconciles in CoreOP
One platform from service catalog to reconciliation
Auto-billing the moment a job is completed
No QuickBooks export required
Payments native
Money flows through one platform.
Customer payments. Vendor payouts. Crew payroll. Refunds. Disputes. Reconciliation. Every dollar that touches your business flows through CoreOP, not through five disconnected accounts.
Customer payments
Cards, ACH, direct deposit. Multi-currency support. Recurring billing for fleet contracts and maintenance retainers.
Vendor payouts
Approve a vendor invoice. Payout flows directly to their bank account. Tracked, reconciled, and recorded automatically.
Contracts and subscriptions
Monthly retainers, quarterly fleet contracts, annual maintenance plans. Billed automatically on schedule.
One-click invoicing
Convert any quote to an invoice instantly. Auto-bill jobs the moment crew marks them complete. Manual creation when needed.
Refunds and disputes
Issue refunds from inside CoreOP. Dispute tracking with full audit trail. No Stripe dashboard switching required.
Auto-reconciliation
Stripe payouts auto-reconcile against CoreOP invoices. Discrepancies flagged automatically. Books match without manual work.
Vendor portal
Acme Detailing Co.
Performance
47 jobs·4.9
Active RFQs
3 openRFQ-2089
Brightwork polish on N456CD
Apex Aviation
RFQ-2087
Interior detail
Highline Aircraft
RFQ-2085
Engine bay clean
Carlisle Family Trust
Quotes & change orders
2Q-2089
$640
Brightwork polish
CO-2042
+$385
Add engine bay
Invoices & payouts
INV-1042
Job N847KP
$2,847.50
INV-1041
Job N456CD
$1,200.00
Payout history
$18,400
This quarter
Vendor lifecycle
From RFQ to payout. Vendors live inside the platform.
Most field service ERPs treat vendors as checks to be cut. CoreOP gives them a full lifecycle. Tenant adds vendor to a project. Vendor receives the RFQ in their portal. They submit quotes, change orders, and invoices through the same surface. Approvals trigger automatic payouts. Performance tracking surfaces in CRM. One platform for the entire vendor relationship.
- Tenant assigns vendor to project
- Vendor receives RFQ in their portal
- Vendor submits quotes and change orders
- Vendor submits invoices for completed work
- Approvals trigger automatic payouts
- Performance and ratings tracked in CRM
Reporting
See your business clearly. In real time.
When your operational data and your financial data live on one platform, every report is real. No reconciliation lag. No spreadsheet exports. No questions about which number is right.
Revenue · last 12 weeks
$24,847
+12.4% vs last month
Sales and revenue
Monthly recurring revenue, average job value, customer lifetime value, growth trends. Drill down by customer, asset, or service.
Money in vs out · this month
Cash flow
Money in vs money out, trended over time. Pending receivables. Scheduled payouts. Forecast next 30 days.
Customer ledger · AR aging
| Customer | 0-30 | 31-60 | 60+ |
|---|---|---|---|
| Apex Aviation | $2,847 | $0 | $0 |
| Highline Aircraft | $1,200 | $640 | $0 |
| Carlisle Family | $0 | $0 | $485 |
Customer ledger
Per-customer outstanding balance, payment history, lifetime value, AR aging. Identify at-risk accounts before they churn.
Vendor performance · this quarter
Acme Detailing
47 jobs · $18,400
Cardinal Aviation
23 jobs · $9,200
Tower Tech LLC
12 jobs · $4,840
Vendor ledger
Per-vendor performance, total paid, jobs completed, current outstanding. Manage vendor relationships with real data.
Connected layers
ERP closes the loop on the CoreOP platform.
Lead Capture starts customers. CRM tracks them. FMS delivers the work. ERP collects the revenue, pays the bills, and reconciles the books. One platform. One source of truth. One operating system.
Stop reconciling Stripe and QuickBooks by hand.
See how CoreOP ERP works for the aviation industry today, with auto, marine, and construction in development.