What is ElysionOne?
ElysionOne is a business workspace for contractors and service businesses to manage clients, estimates, approvals, invoices, payment links, documents, messages, and reports in one place.
ElysionOne support
Frequently Asked Questions
Clear answers about estimates, approvals, invoices, payments, Pro tools, GC Operations, subcontractor workflow, and account responsibilities.
✓No client account required
✓Email & WhatsApp sending
✓Approvals, invoices, and payment links
✓GC Operations with job-linked communication
Basics
Getting started
What ElysionOne is, who it is for, and how clients use it.
Who is ElysionOne built for?
ElysionOne is built for contractors, service businesses, general contractors, and subcontractors who need a cleaner way to send documents, track work, communicate, and get paid.
Do my clients need an account?
No. Clients can open estimate, approval, invoice, message, and payment links without creating an ElysionOne account.
Can I use it on my phone?
Yes. ElysionOne is designed for desktop and mobile, including estimates, invoices, WhatsApp sending, approval links, invoice links, and field workflow pages.
Client workflow
Estimates, approvals, and client messages
How proposals move from review to approval, communication, and invoice.
Can I send estimates by email or WhatsApp?
Yes. ElysionOne helps you send estimates through email or WhatsApp with the correct public link already connected to the document.
Can clients approve or decline estimates online?
Yes. Clients can review an estimate through a secure public link, approve it with their name, or decline it with a reason.
Does ElysionOne include client messaging?
Yes. Client messages can stay connected to the estimate or job instead of getting lost in separate texts or general conversations.
Can an approved estimate create an invoice?
Yes. Approved work can move into an invoice so you do not have to rebuild the same job manually.
Getting paid
Invoices, payments, and documents
Invoice links, online payments, PDF styles, and company presentation.
Can I send invoices by email or WhatsApp?
Yes. You can send invoice links through email or WhatsApp so clients can view the invoice without needing an account.
Can clients pay invoices online?
Yes, if online payments are connected. Invoice payment links use Stripe Checkout for secure payment processing.
Does ElysionOne store card details?
No. Customer card numbers are processed by Stripe. ElysionOne does not store full card numbers.
Do I need Stripe for online payments?
Yes. Businesses that want to accept online invoice payments need to complete Stripe onboarding and keep their Stripe account active and eligible.
Can I upload my logo and default terms?
Yes. You can add company branding, upload a logo, and save default estimate and invoice terms.
Can I choose different PDF styles?
Yes. Classic PDF style is included. Modern and Premium PDF styles are included with Pro and GC Operations.
Plans
Free, Pro, and GC Operations
What each plan is for and what it unlocks.
What is included in Free?
Free includes clients, estimates, invoices, online approvals, declines, client messages, email and WhatsApp sending, branding, default terms, Classic PDF, and payment links.
What does Pro include?
Pro adds Modern and Premium PDF styles, business analytics, monthly reports, revenue and unpaid balance tracking, private job costs, profit visibility, estimate insights, and Smart Service Library tools with saved rates.
What is GC Operations?
GC Operations is the connected field workspace for general contractors and builders. It adds projects, job sites, lots, Work Orders, subcontractor invitations, planner, subcontractor invoices, corrections, payments, reports, and notifications.
Does GC Operations include Pro?
Yes. GC Operations includes the Free and Pro features, plus the full contractor network workflow for managing subcontractor work.
How much are the paid plans?
Pro is $19.99 per month. GC Operations is $49.99 per month after the trial. Current pricing should always be checked on the Upgrade page before subscribing.
Field workflow
GC Operations and subcontractors
How GCs assign work and keep each job organized.
Can a GC assign Work Orders to subcontractors?
Yes. GC Operations lets a GC create projects, lots, and Work Orders, then assign the work to a connected or manual subcontractor.
Do invited subcontractors need to pay?
No. Invited subcontractors can use their assigned My Jobs workspace for the work connected to that GC. They do not get GC admin access unless they upgrade their own account.
Can a subcontractor also upgrade to GC Operations?
Yes. A subcontractor can keep their assigned My Jobs access and also upgrade their own account to run a separate GC Operations workspace.
How does job-linked chat work?
Each Work Order has its own job conversation. Questions, updates, and issue reports stay attached to the exact project, lot, and Work Order instead of getting mixed into one general chat.
Can subcontractors send work invoices?
Yes. After completed work, subcontractors can create work invoices from eligible Work Orders. The GC can review, record payments, and keep invoice history organized.
What happens if an invoice needs a correction?
The correction workflow keeps the original invoice history and creates a corrected version, so the GC and subcontractor can follow what changed without losing the record.
Billing
Trials, billing, and cancellations
How subscriptions, trials, and billing management work.
Does GC Operations have a free trial?
Yes. GC Operations may include a 7-day trial when offered on the Upgrade page. If you cancel before the trial ends, the monthly subscription should not begin.
Can I cancel my trial or subscription?
Yes. Open Profile, choose Billing & Subscription, then select Cancel Trial or Plan. You can also cancel from the Upgrade page. Stripe opens a secure cancellation screen for confirmation.
Will I be charged if I cancel during the 7-day trial?
No monthly subscription charge is due when you cancel before the trial ends. After canceling, confirm the cancellation status on the Stripe billing page.
What happens when a trial becomes active?
When a trial ends and the payment succeeds, the subscription becomes active and the account keeps access to the paid plan.
What happens if payment fails or a subscription is canceled?
Access to paid features may be limited if a subscription is canceled, unpaid, expired, or no longer eligible. Your core account data remains connected to your account.
Important
Reports and responsibility
How business reporting works and what each business remains responsible for.
Are private job costs shown to clients?
No. Private job costs, expenses, and profit information are business-only and are not shown on client PDFs or public invoice links.
Does ElysionOne provide legal, tax, or accounting advice?
No. ElysionOne provides business software tools. Each business is responsible for its own contracts, taxes, licensing, insurance, accounting, and legal compliance.
Who handles refunds and disputes?
The business using ElysionOne is responsible for its own customer work, refund decisions, and dispute responses. Stripe and payment networks may handle payment disputes through the connected Stripe account.
Does ElysionOne guarantee payment?
No. ElysionOne provides tools to send invoices and payment links, but it cannot guarantee that a client will pay or that a dispute will be resolved in your favor.
How do I contact support?
Email info@elysionone.com with your account email, the page you were using, a short description of the issue, and screenshots if helpful.
Need a PDF without creating an account?
Use the public ElysionOne free tools when you need a quick contractor estimate or invoice PDF with no signup, no email, and no credit card.
Still need help?
Send your account email, the page you were using, a short description of the issue, and screenshots if helpful. For project service questions, clients should contact the business that issued the estimate or invoice.