The invoice is already half-written by the time the job is done
FieldOptimiz turns a completed appointment into an invoice with the labor, parts and quoted line items already filled in. Send it from the truck, put it on a public payment link, and stop waiting for the end of the week to bill for work you already did.
- Completed jobs generate the invoice automatically
- Customers pay from a link, no login or app required
- Overdue invoices follow up on their own
Built from the job the moment the tech marks it done
Billing lags a week behind the work
The job is done, the customer is happy, and then the invoice sits in a stack until someone gets around to typing it up. By then the details are fuzzy and the money is late.
One click turns the job into a bill
When a technician marks a job complete, the invoice is already drafted with the quoted work, any parts logged on site, and labor time. The office reviews and sends instead of starting from a blank page.
- Line items pull straight from the job and price book
- Deposits and prior payments apply automatically
- Edits before sending are still one click away
Getting paid doesn't need a phone call
Every invoice carries a payment link the customer can open from a text or email and pay in a few taps. If it goes unpaid, a reminder schedule follows up so your office doesn't have to.
- Public payment portal works on any phone, no account needed
- Partial payments and deposits are tracked against the balance
- Reminder cadence is configurable per how firm you want to be
What you get out of the box
Live in an afternoon, not a quarter
Job completes
A technician closes out the appointment in the field with parts and time logged.
Invoice drafts itself
Line items, quoted work and any deposit already applied appear ready to review.
Send it from anywhere
Text or email the invoice with its payment link before the truck leaves the driveway.
Get paid and reconciled
Payment posts to the invoice, the job and the customer record at once.
Built for the people doing the work
Part of the same platform, not a bolt-on
Invoicing & Billing shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Invoicing and the payment portal are included in every plan. What changes by plan is the volume of invoices and the size of your team, not the feature itself.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyStop billing a week after the work is done
Let completed jobs write their own invoice and let customers pay the moment they get it.