Maintenance plans that bill themselves
Set the agreement invoice to repeat monthly, quarterly or yearly. Each one is created and emailed to the client on its date. Business plan.
For HVAC
Install quotes, service agreements and tune-ups, billed from saved items and templates.
Maintenance agreements billed with recurring invoices on Business, HVAC templates for installs, and techs who can actually use it on a ladder.
Install quotes with margin
Price equipment and labor with markup you can see before you send.
Built for techs in the field
Big buttons, offline mode, and a timer that runs on the job.
Start from lines your trade already uses.
Pick a hvac template in the scope builder, set your quantities and margin, and send. Edit anything, save your own.
ESTIMATE · HVAC
- 3-ton heat pump install✓
- Duct sealing, whole home✓
- Spring tune-up, 2 systems✓
- Refrigerant recharge✓
Clients open a link, not your phone.
Every estimate and invoice goes out as a link with approval, e-sign and a pay button. One PIN-protected portal per client, with each job’s progress, is Coming soon.
HVAC ask us.
Can I bill service agreements automatically?
Yes, on the Business plan. Recurring invoices repeat weekly, every 2 weeks, monthly, quarterly or yearly, and can be emailed to the client automatically or saved as a draft for you to check first.
Can my techs use it offline?
Yes. It installs on any phone and keeps working with no signal.
How fast do I get paid when a client pays an invoice?
The payment posts to the invoice once Stripe confirms it. The money reaches your bank on your own Stripe payout schedule. Stripe sets that timing, and your first payout usually takes longer.
Do I need a card to start?
No. The free plan covers 5 documents a month with no card. Upgrade when you need unlimited documents, client links or progress draws.
Your clients can pay your next invoice tonight.
Free to start. No card needed. Set up in about ten minutes.