The pipeline system for supplement writers. Fail-type tracking, dual invoicing, DAS aging, and QuickBooks sync — built for what actually moves a supplement.
No card required · Cancel any time
Stage-based board — Draft → Filed → Approved → Invoiced. Fail-type tracking on every stall.
Supplement Invoice (customer → carrier, no QB) vs Service Invoice (supplementer → customer, syncs QB). Same app, both flows.
Days-at-stage aging on every supplement. Rush jobs pill sorts oldest-first automatically.
Drop the ESX or PDF. AI extracts line items. Side-by-side with the corrected scope.
Give each contractor a login. They see their own pipeline, upload jobs, download supplements.
Service Invoices sync two-way. Payments hit QB. Aged receivables report.
What ships with Supplementer CRM — built for what actually moves a supplement.
Supplementer ships with everything above. These add-ons plug into the same supplement record.
Same price for every user. Contractor portal users are free — you only pay for supplement writers on your team.
$990 / user / year · save 17%
Real prices on the page — no demo call required. Trials are on pause; drop us a note and we'll set you up.
