Automated Quoting
Generate precise quotes and invoices in moments. Lift Office automates the entire process, ensuring you can focus on your business, not on paperwork. Once you’ve generated a quote, use our auto-magic integrations to send your proposal for client approval.
Invoicing Made Easy
Winning a quote is a milestone, and we share in your excitement. With Lift Office, transforming a proposal into a finalized invoice is just a click away. Experience the magic of automation as Lift seamlessly transfers all essential details directly to QuickBooks Online, and can send PDF copies of your invoice, statements, and aging reports automatically.
Best-in-Brand
We understand the importance of your brand’s integrity. That’s why we commit to working hand-in-hand with your team, ensuring that each template within Lift Office meets your brand’s visual and operational standards. With us, customization isn’t just an option—it’s limitless.
Seamless Integration
At Modern Mindset Development, we’re all about making your life easier by connecting the tools you love. With integrations for Outlook, QuickBooks Online, Google Workspace, SharePoint, and Twilio, Microsoft Dynamics (and more!), we ensure everything you need works together seamlessly. It’s like giving your business a superpower—simpler workflows, better teamwork, and more time for the work that matters.
Need more information?
Can I create invoices on the go?
Yes! Lift Office runs on the Quickbase platform which includes a full-service mobile application for iOS and Android. Additionally, you can access Lift Office on any modern web browser.
What about tracking?
We’ll work with your team to create the reports, dashboards, and notifications that you need to keep an eye on your estimates, anticipated revenue, and invoice aging.
Do you support other integrations?
Chances are we can integrate with your system. Let us know what system you’re looking for, and we’ll work with you and your IT team to align.
Is Lift Office secure enough for invoices?
Lift Office is built on a proven, secure, platform. Your information is stored on encrypted and protected servers which back up regularly.
What if I already have an invoice template that I like?
We’ll work with you to replicate the template in Lift Office. We can output word, excel, or PDF copies of invoices for your convenience.
Do you support approvals workflows?
Yes! We can set up custom workflows to enable one-click customer approvals, and log those approvals in our system.
Do you want to Lift your business today?
Book a meeting with us today to discuss your business needs.