HVAC Invoicing Software with On-Site Payments

Finished work that waits on a check puts pressure on payroll. The easiest time to get paid is while you are still on site.

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Fieldstone invoicing screen for HVAC jobs

The Problem: Cash That Lags the Work

When invoicing waits until the office, payments drag. Unpaid balances pile up. You did the hard part already. Getting paid should not be another chase.

  • Invoices sit until someone is back at a desk
  • Customers pay slower when the ask comes days later
  • You lose track of what is still outstanding

How Fieldstone Helps

Invoice from the job and collect without leaving Fieldstone. Use your price book, send the PDF, and get paid while you are still there.

  • Create invoices on jobs from price book items
  • Send invoice PDFs the moment work is done
  • Manage payments of any type in one place
  • See what customers still owe before cash gets tight

Accept Card Payments on Site

The easiest time to get paid is before you leave the driveway. Take cards on site so cash flow does not wait on a mailed check.

  • Collect card payments with Stripe Connect
  • Ask for payment while the work is still fresh
  • Reduce follow-up calls for unpaid invoices
  • Keep the money path tied to the same job record

Keep Books and Pricing Aligned

On-site payments work better when QuickBooks and your price book stay in step.

  • Sync invoices and payments both ways with QuickBooks Online
  • Invoice from the same numbers you estimated with
  • Work offline, then sync when you have signal again

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