Integrations: payments, e-sign, QuickBooks push
Connect only what you use. Nothing asks you to paste secrets. Client payments go to your Stripe account, typed e-sign is included, and the optional QuickBooks push plus Refresh keep books in QuickBooks.
1. Connect Stripe for Collect
From Settings → Billing, connect your own Stripe account with Stripe’s login. Invoice pay links then collect straight into your account — EstiLumina never holds client funds and is not the merchant of record for your job invoices.
Billing settings →2. Use typed e-sign — included
Clients approve proposals and change orders on the portal with a typed name. It ships with every package; there is no separate e-sign product to buy for portal approvals.
Send for approval →3. Push invoices to QuickBooks (optional)
Connect QuickBooks from Settings → Integrations and push the invoices you choose. Refresh compares those stamped documents. Your accountant’s books stay in QuickBooks — EstiLumina does not rewrite Collect amounts.
Integrations settings →4. Round-trip quantities with Excel
Takeoff quantities export to an Excel file and import back on the same line ids, for the days you still edit offline. Everything else stays on the job record.
Open Takeoff →Questions the guide does not answer? Email support@estilumina.com or browse the Help Center.