Estimates can be created based on customer requirements for approximation of total cost and associated charges.

The process to create estimates is simple and easy!

• Select services to be added to invoice

• Choose inventory items

• Enter additional work performed with charges

• Choose estimate as the payment option

• Email estimates and quotations directly to the customers

• Get signed approvals from customer to start the job

Create invoices with the click of a button

The ease of making invoices directly from the field makes your workflow even more consistent.

• Quickly create PDF files with ready-to-use invoice templates

• Include before and after work performed pictures

• Attach documents

• Obtain Digital Signature from Customer on job completion

• Email invoices directly to the customers

• Attach prepared invoices to a job for future reference

With Simplified Invoicing, Field Service Technicians and back office staff have the power to create invoices in seconds by simply adding work performed, or items from price book and trucks parts from inventory to the invoice.

Choose from multiple payment options

Provide customers the flexibility to choose from more than 5 different payment options to facilitate quicker payment processing.

• Cash

• Check

• Credit Card

• Billing

• Estimate

• Pre-Paid

The service mobile application lets the field force worker enter all the details against customers by letting them carefully choose the payment options and complete the invoice instantly.

Integrations to secure and expedite Payment Processing

Our Service Business Management Solution is completely PCI Compliant, with integrations to a number of payment gateways such as:

• Authorize.net

• BluePay

• WePay

• Stripe

Being PCI Compliant, all sensitive customer payment information is saved on the Payment Gateways and none on our systems. This ensures utmost security.