Automated
Billing
Generate invoices in minutes, not hours. Reduce payment cycles by 60% with integrated online payments.
Invoice Generation
Billing Inefficiencies
Manual Data Entry
Hours spent manually creating invoices and transferring service data between systems.
Missed Charges
Revenue leakage from forgotten chemical charges and equipment installations.
Payment Delays
Slow payment cycles and difficult accounts receivable management.
Invoice Builder
Instant Invoice
Generation
Automatically pull service data, chemical usage, and parts into invoices. Review and adjust before sending—accuracy guaranteed.
Automatic Data Pull
Service records flow directly to invoice generation
Complete Accuracy
Every service, part, and chemical automatically included
Flexible Options
Bulk processing or individual invoice customization
Online Payments
& AutoPay
Secure online payments via credit card or bank transfer. AutoPay for recurring services ensures predictable cash flow.
Multiple Payment Methods
Credit cards, ACH, and digital wallet support
Secure Processing
Stripe-powered payment security and compliance
Automated Recurring
Customer-managed AutoPay for consistent income
Payment Portal
Payment Tracking
Payment Tracking
& Management
Monitor every invoice from draft to paid. Real-time status updates and comprehensive accounts receivable view.
Invoice Dashboard
Comprehensive view of outstanding, draft, and paid invoices
Real-time Status
Automatic payment tracking and status updates
Manual Payments
Record offline payments and process refunds easily
Automated Tax
Calculations
Custom tax rates by location with automatic calculation. Combine rates for complex tax jurisdictions.
Location-Based Rates
Custom tax rates for different service locations
Tax Groups
Combine multiple rates for complex jurisdictions
Automatic Calculation
Precise tax amounts calculated on every invoice
Tax Configuration
QuickBooks Sync
QuickBooks Online
Integration
Seamless two-way sync with QuickBooks Online. Customers, products, invoices, and payments sync automatically.
Automatic Sync
Customers and products flow between systems
Invoice & Payment Sync
Financial data transfers directly to QuickBooks
Payout Reconciliation
Accurate bookkeeping with automated reconciliation
Financial Reports
Comprehensive reporting for accounts receivable, payments, and tax compliance.
View All Reports→Aging Summary
Track overdue payments and identify collection priorities.
Payments Collected
Monitor revenue streams and payment method usage.
Income by Category
Analyze revenue from service, chemicals, and parts.
Sales Tax Summary
Simplified tax filing with detailed jurisdiction reports.
Billing Performance
Measured improvements from automated billing processes.
Streamline billing
and get paid faster
Join pool service companies reducing invoicing time by 75% with automated billing and online payments.