Automated Invoicing & Payment Collection
Invoices go out automatically when the job is done. Payment reminders, one-click pay links, and auto-follow-up until you get paid—without you chasing anyone.
Why You're Waiting Too Long to Get Paid
Invoices Go Out Late
You finish a job on Friday. Invoice goes out... next Thursday? Next month? Every day you delay is a day you're floating that cost.
Customers 'Forget' to Pay
The check is 'in the mail.' They'll 'get to it this weekend.' Meanwhile, you're covering payroll and materials out of pocket.
Chasing Payments Is Awkward
You hate calling customers about money. So you don't. And invoices sit unpaid for 30, 60, 90 days while you hope they remember.
How Our Automated Invoicing Works
From job completion to payment received—completely automated.
Job Marked Complete
Tech marks the job done in your system (ServiceTitan, Jobber, etc.) or sends a completion signal. That's the only manual step.
Invoice Auto-Generated
Our system instantly creates a professional invoice with line items, totals, and a one-click payment link. Branded to your company.
Sent via Text + Email
Customer gets the invoice immediately via text AND email. Text has 98% open rates vs. 20% for email alone.
Reminders Kick In
Day 3, day 7, day 14—automated reminders go out until paid. Friendly but persistent. 'Just a reminder about invoice #1234...'
You Get Paid
Customer clicks, pays in 30 seconds with card or ACH. Money hits your account. No checks to deposit, no trips to the bank.
What's Included
Everything you need, fully managed. No software to learn, no tech headaches.
- Automatic invoice generation on job completion
- Branded, professional invoice templates
- One-click payment links (credit card, ACH, Apple Pay)
- Text + email delivery for maximum visibility
- Smart reminder sequences (customizable timing)
- Integration with QuickBooks, Xero, and accounting software
- Late fee automation (optional)
- Payment confirmation notifications
- Aging reports and analytics dashboard
- Customer payment portal
Our clients get paid an average of 12 days faster than before automation. On a $10,000 job, that's $10,000 back in your pocket nearly two weeks sooner. Multiply that by every job you do.
Calculate Your ROIHow It Works for Different Trades
Customized for your specific industry needs.
Invoices include equipment warranties, maintenance plan upsells, and financing options for large jobs. Seasonal reminders for tune-ups.
Progress billing for large jobs—deposit, mid-project, completion. Insurance claim invoices formatted for adjuster requirements.
Emergency service invoices sent same-day with photos of completed work. Maintenance agreement renewals automated.
Frequently Asked Questions
What payment methods can customers use?
Credit cards (Visa, Mastercard, Amex, Discover), debit cards, ACH bank transfer, Apple Pay, and Google Pay. Whatever's easiest for them.
What are the processing fees?
Standard payment processing rates apply (typically 2.9% + $0.30 for cards, less for ACH). Most clients pass fees to customers or build them into pricing.
Can I still send manual invoices?
Of course. Automation handles the routine stuff. You can always create custom invoices for special situations, change orders, or complex projects.
What if a customer disputes a charge?
You handle disputes like normal—we just make the invoicing automatic. All invoice history, communications, and payment records are saved for reference.
Does this work with my accounting software?
Yes. We integrate with QuickBooks (Online and Desktop), Xero, FreshBooks, and most major accounting platforms. Payments sync automatically.
Ready to Get Started?
Book a free 30-minute strategy call and see exactly how we'd set this up for your business.