Platform Features
From first call to final invoice — RevoField covers every step of the job lifecycle in one unified platform built for trade professionals.
Explore all featuresYour tech diagnoses a bad capacitor, replaces it, and recharges 2 pounds of R-410A. Diagnostic fee — $95. Capacitor — $180. Refrigerant — $140. Labor — $112. They tap “Send Invoice” and the customer pays by card while your tech packs up their tools. No paper invoice. No follow-up call. No 30-day wait. $527 collected in 60 seconds.
Every day without on-site invoicing is another day of delayed payments and lost revenue.
Your tech completes an AC repair on Monday. The invoice gets created on Wednesday. The customer pays the following week — maybe. Every day between the completed job and the sent invoice is a day your cash flow suffers. On-site invoicing closes that gap to zero.
A generic invoice tool does not know the difference between a diagnostic fee and a refrigerant charge. HVAC customers expect to see exactly what they are paying for — diagnostic, capacitor, R-410A by the pound, labor hours. Itemized invoices reduce disputes and build trust.
July hits and your techs are running five or six calls a day. If invoicing waits until they get back to the office — or worse, until Friday — you are sitting on thousands in unbilled work. On-site invoicing means every job gets billed the moment it is finished, even on the busiest days of the year.
You know money is owed but you are not sure how much, by whom, or for how long. Spreadsheet tracking breaks down the moment you have more than a handful of open invoices. A real invoicing system shows you exactly what has been collected, what is outstanding, and what is overdue — at a glance.
Your tech handles the entire invoice workflow from the job site. No office involvement, no end-of-day paperwork.
Diagnostic notes and photos are already captured in the job record during the service call. The tech documents what they found, what they replaced, and what they tested — all before the invoice is created.
Customer name, address, parts used, labor hours, and refrigerant charges flow into the invoice automatically from the job. No retyping customer info, no looking up part prices, no manual math.
The tech checks the line items and adds anything extra — a warranty note, additional parts, or an adjustment. One tap to finalize. The invoice is ready to send.
The customer pays by card right there, or receives a payment link by email if they prefer to pay later. Either way, the invoice is delivered before the tech leaves the property.
The invoice amount, payment status, and customer record update on the office dashboard in real time. No manual reconciliation, no end-of-day data entry, no missing invoices.
A real invoice for a real HVAC repair — diagnostic, parts, refrigerant, labor — ready to send and collect payment on-site.
Four invoicing scenarios that HVAC companies handle every week — and how on-site invoicing handles each one.
Diagnostic fee, failed part, replacement part, refrigerant recharge, labor hours — all as separate line items on one invoice. The customer sees exactly what they are paying for. The tech collects payment by card before leaving. No follow-up phone calls, no outstanding balance.
AC or furnace replacements cost thousands. Create a deposit invoice before the work starts, then a final invoice for the balance when the install is done. Both invoices are tied to the same job so you have a complete payment record — deposit collected, final balance paid, nothing left to chase.
Monthly or quarterly maintenance agreements need consistent, automatic invoicing. Set the recurring schedule once and invoices generate and send themselves. Customers pay through the portal or on the card you have on file. No manual creation each cycle, no lapsed agreements because you forgot to bill.
Commercial clients need PO numbers on invoices, multi-unit breakdowns, and sometimes net-30 terms. Add PO references and custom fields to any invoice. For property managers with multiple units, create separate line items or separate invoices per unit — whatever their accounting department requires.
ServiceTitan handles complex HVAC billing — multi-visit installs, equipment financing, and membership billing all in one system. But that power comes at a cost: $300+/month minimum, annual contracts, and a setup process that typically requires dedicated admin staff. For a 2-to-8 tech HVAC company running service and repair calls, most of those features sit unused while the monthly bill stays the same.
Housecall Pro offers on-site invoicing with card payments, but it charges per user. Add three or four techs and the price adds up fast. More importantly, invoices in Housecall Pro do not auto-populate from job records — your tech has to build each invoice from scratch, manually entering the customer info, line items, and amounts every time. That slows things down and introduces errors, especially during a busy summer.
Generic invoicing tools like FreshBooks and QuickBooks handle invoicing well for offices and consultants, but they do not understand HVAC work. There is no concept of a diagnostic fee, no way to track refrigerant by type and weight, no connection between the job record and the invoice. Your tech cannot generate an invoice from the field with parts and labor already filled in. RevoField invoices generate directly from the job record with HVAC-specific line items — diagnostics, refrigerant, equipment, labor — and the customer can pay by card on-site. $49/month flat, unlimited users, no per-invoice fees.
See the full platform — scheduling, invoicing, quoting, offline mobile, customer portal, and more — built for HVAC companies.
Learn more about on-site invoicing, card payments, bank transfers, and financial tracking across all trades.
Download a free HVAC invoice template with fields for diagnostics, parts, refrigerant, and labor. No sign-up required.
Common questions from HVAC companies evaluating invoicing tools.
Looking for the full HVAC platform? See all HVAC software features, or compare RevoField to Jobber, Housecall Pro, ServiceTitan and more.