Invoicing
Accounting packages invoice a desk. This invoices a driveway: the quote becomes the invoice, it goes out before you pull away, and a list of finished work with no invoice on it means nothing goes out for free.
30 days free, no credit card. From $29 a month after that, nobody billed per head.
The lines are already on it, priced from your costs. Nothing gets retyped, so nothing gets retyped wrong.
From the driveway, before you pull away. A PDF lands in the customer's inbox and a copy lands in their portal, next to the photos and the history.
Connect your own Stripe account once and every invoice carries a pay link. The money settles to you, not through us.
Paid or open, the invoice sits on the job and on the customer, so the next question about this house is answered from the record, not from memory.
Every service business has jobs that got finished and never got billed. Not many, but they are pure loss, and they are invisible, because the thing you would notice is an invoice and there isn't one. The invoices page here keeps a list of finished work with no invoice against it and stays quiet when the list is empty, so on the day it has something to say you still read it. It is one of the questions a contractor asks their software, and this is the sentence it answers with.
Moving a job to complete never sends the invoice on its own. A stray drag should not bill somebody. Sending stays a deliberate act; forgetting stops being one.
Three kinds of product answer this search. They are not interchangeable, and pretending they are is how people end up paying for two of them.
| What it does | HomeServicesIT | Accounting packages | Per-tech field service platforms |
|---|---|---|---|
| Invoice from the job site | Yes | Yes | Yes |
| Quote becomes the invoice | Yes | No | Yes |
| Finished work with no invoice, listed | Yes | No | varies |
| Schedule, dispatch, photo proof, customer portal | Yes | No | Yes |
| General ledger, payroll, bank feeds | No | Yes | varies |
| Priced per user | No | varies | usually |
If you need QuickBooks, keep QuickBooks. This is the invoicing that happens before the bookkeeping, and there is no sync between the two. The per-technician platforms are compared on their own page.
The invoice is the same everywhere; the day around it is not. There is a page for the way plumbers bill a repair before the truck moves, how electricians turn an approved bid into the invoice, how HVAC companies bill a tune-up the moment it wraps, and how cleaning businesses bill on the same cadence as the visits. All of it is one part of field service management sized for one to five trucks.
Yes. Connect your own Stripe account from Settings and every invoice gets a pay link, in the email and in the customer portal. The money settles to your account, not ours. Stripe takes its processing fee and we take a small platform fee that depends on your plan and is spelled out in the terms.
No, on purpose. Moving a job to complete never sends an invoice, because a stray drag should not bill somebody. What it does instead is show you every finished job with no invoice on it, so the sending stays deliberate and the forgetting stops.
Yes, from the driveway if you like. The approved quote already carries the lines, so the invoice is a check and a send, and it lands in the customer's inbox as a PDF and in their portal at the same time. That is the difference between billing the day of and billing at the kitchen table on Sunday.
No. There is no QuickBooks sync. It will read a QuickBooks customer export when you import your list, but invoices do not flow into your books automatically. This is the invoicing that happens before the bookkeeping, not a replacement for it.
No. Nobody here is billed per head. Every plan includes invoicing, the customer portal and card payments, and crew logins come in a block with the plan rather than as a line item that grows every time you hire.
30 days free, no credit card. Invoicing, scheduling, quotes and the customer portal on every plan.
Three plans, from $29 a month · The whole run, quote to what you kept