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Finance & Payments
The problem: Delayed invoicing, manual card processing, sloppy payroll calculations, unbilled parts, and disjointed books.
The full money cycle in one place. Invoices generate automatically when work completes, payments land through built-in processing, parts used on the job get billed, payroll and commissions settle weekly, and every number reconciles to your books.
6 products
What's Included
Every product below is part of the Finance & Payments solution — and they all share the same data, so work flows from one to the next.
Invoicing & Billing
Get paid faster with automated invoicing
- Get paid faster
- Fewer overdue invoices
- Less admin work
Optimiz Pay
Built-in payments, from card to payout
- Paid before the tech drives away
- No separate processor account
- Every dollar accounted for
Expense Management
Know where every dollar goes
- True job profitability
- No lost receipts
- Cleaner books
Inventory & Stock
Never run out of parts again
- Fewer stockouts
- Every part gets billed
- Lower inventory costs
Pay Desk
Timesheets, payroll & commissions in one place
- Accurate pay every week
- No payroll spreadsheets
- Technicians trust the numbers
QuickBooks Integration
Seamless accounting sync
- No double-entry
- Accurate books
- Save accountant fees
Ready to get paid?
See Finance & Payments in action with a personalized walkthrough, or start free and explore it yourself.