Invoicing
Invoice on the truck. Get paid before the next job.
Generate the invoice the moment the work order completes. Customer pays by card or ACH from the same email or SMS. No transaction markup. No payment-processor skim.
What's inside
One-click invoice from the work order
Job complete → invoice generated automatically with line items, labor, parts, and any change orders. Tech reviews on their phone, customer signs, send. 90 seconds end to end.
Benefit:Cut invoice-creation time from 15 minutes to 1
Stripe-direct, no markup
Card and ACH payments processed by Stripe at the standard rate (2.9% + $0.30). We don't add a markup on top. The rate you see on Stripe's statement is the rate you pay.
Benefit:Save 1–2% per transaction vs platforms that add markup
Auto-receipts and retries
Successful payments trigger automated receipt emails. Failed cards retry on a configurable schedule and notify the customer. Reduces involuntary churn on recurring contracts dramatically.
Benefit:Recover 30–50% of failed-card payments automatically
Recurring billing
Recurring services (weekly lawn, monthly pool, quarterly pest) invoice and bill themselves on the configured cadence. Customer enrolled once, billed forever — no manual office step.
Benefit:Eliminate 4–8 hours/week of recurring-billing admin
QuickBooks sync
Invoices, payments, and customer records sync to QuickBooks Online. Stripe transactions auto-reconcile. Your accountant sees clean books without you double-entering.
Benefit:End duplicate data entry between FSM and accounting
Customer portal payment
Customer pays from a magic-link page — no account, no password. View invoice, tap pay, done. Invoice-to-payment time drops from 14–21 days to 2–5 for most operators.
Benefit:Cut average days-to-payment by 60–80%
Who this is for
- Operators bleeding margin to payment-processing markup on top of Stripe
- Teams sending invoices days after the job finishes
- Businesses with recurring contracts billed manually each month
- Owners whose accountant chases QuickBooks reconciliation every quarter
Invoicing questions
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