The Ultimate HVAC Invoice App for On-the-Go Management
We initially designed our service platform with businesses like yours in mind, leveraging our years of experience working in the HVAC industry. We have a deep understanding of the steps involved in securing regular work from customers, including the importance of prompt and user-friendly payments. Our invoicing workflow takes you from quote to payment and is seamlessly integrated with our other platform features, which are intuitive and easy to use.
Save Time With One-Touch Invoicing
You can easily generate invoices in our platform directly from quotes or work orders, saving your team valuable admin time. Reduce the risk of duplication or error with the click of a button, linking invoices to what you already have on file. Link an invoice directly to a customer record, so you can easily keep track of what's paid and what's outstanding.
Maintain Detailed Records for Recurring Work
Digital invoicing gives you the advantage of linking supporting documentation together, ensuring that no details are missed. Transfer images and work order notes generated by your technicians to each invoice, guaranteeing that your staff aren't missing out on any important details. You can easily attach signatures to invoices for full compliance and accountability from all parties, enhancing transparency and trust.
Make Payment Easy for Your Clients
We've made our platform accessible from anywhere so that your technicians and head office staff can generate and send invoices, and receive prompt payment. Office staff can easily send invoices to clients with easy credit card payment functionality. Your technicians can email invoices with a payment link while on-site, and they can also be equipped to take payments from customers using our customized hand-point devices.
Easily Connect Your Invoices to Accounting Software
Rest assured that you can easily connect our platform to your accounting software, making sure that your finances are up-to-date. Our accounting connector transfers relevant data between platforms with the push of a button, giving your finance team a bird's-eye view of completed and outstanding payments. You can connect with QuickBooks and Sage50 Canada in minutes.
Access Work and Client Accounts Anywhere
Our platform is cloud-based and can be accessed using a web browser on any tablet, laptop, or computer. But we have also developed a mobile app that puts full invoicing powers in the palm of your hand and frees up valuable time. Your team will benefit from having instant access to our invoicing functions and payment methods, cutting down on unnecessary administration and communication time.
Real-Time Updates for Real-Time Work
There's no need to wait for a team member to fill in a form and send it by email or to have your technician come back to head office with paperwork. From generating an invoice to compiling work order notes, our platform updates everything in real time. You'll be able to see when your techs complete jobs, when invoices are sent and paid, and any important customer service requirements that you or your team need to take care of.
Benefits Our HVAC Invoice App Brings to Your Business
You can see the many benefits of having a digital invoice app for your HVAC business, ranging from effortless invoice generation to streamlined tracking of paid and outstanding accounts. However, the benefits of our software extend beyond invoices. Learn more about how some of our other features can optimize and elevate your HVAC business operations.
Optimize Your Staff Schedules
Our scheduling tool offers a user-friendly interface that provides a visual snapshot of your technicians' availability for work and emergency job requests. With our drag-and-drop calendar feature, your team can easily allocate job orders to your techs, reducing the risk of double-booking or missing out on recurring job orders.
Stay Focused With Automation Features
Eliminate the need for paperwork with a range of automated tasks that keep everyone focused on service delivery and customer satisfaction. Our invoicing system moves jobs from quote to payment with the click of a button. We even have an in-built GPS that automatically completes timesheets for your technicians.
Increase Satisfaction With Customer Information Management
Deliver first-class customer service every time using our platform, which links every invoice, work order, and email to a unique individual customer record. Keep on top of regular work with automated alerts, ensuring prompt and efficient service from your team. Your team can quickly view the entire work history of any customer anywhere, allowing them to accurately and rapidly respond to customer inquiries.
Keep Up-To-Date With Preventative Maintenance
Use our software to build a steady pipeline of preventative work for customers with contract management. Use scheduled service reminders to keep on top of upcoming work, so your team can devote more time to getting new contracts and renewing existing ones. You'll easily keep track of the materials you need for recurring job orders and our invoicing system generates accurate and up-to-date invoices with the click of a button.
Easily Manage Your Inventory
Simplify your inventory management with our software, which easily connects to all of our other platform functions. Track everything that you use for work orders and set up automatic reordering once you get low on a particular item. Your team can see in real time what's in stock and what's low, giving greater transparency and reducing admin time for sourcing parts and equipment.Save time, cut down on paperwork, and maximize technician and staff efficiency with an HVAC invoice app that is tailored to meet your business needs. Our platform will help you to get more business and to streamline your invoicing workflow. Get in touch with our friendly Customer Care team at ServiceBox at 1-855-224-6176 today to book your free platform demonstration.
