Field Service
LandlordOS
HOAOS
PropPay
PraxiOSStarter price books
Start from an HVAC, plumbing or electrical list, or import your own from a CSV file.
Field Service Quotes & invoices
Quotes customers approve,
invoices they pay.
Build a quote from your price book with good, better and best options or optional add-ons. The customer picks one, signs on screen and pays a deposit if you ask for one. When the job is done, invoice it in a click, and the customer pays online by card or bank. Unpaid invoices get reminders without you sending them.
Example Field Service quote with three options for an AC replacement: good at $6,400, better at $7,900 and best at $9,800, with the better option chosen and a 25% deposit.
Key facts
- Quotes
- 2–4 options or add-onsApproved and signed by the customer from a link
- Deposits
- A percentage you setApproving the quote creates the deposit invoice
- Invoices
- From the finished jobWarranty work is never invoiced
- Online payments
- Card or US bank accountInto your shop's own Stripe account, paid out to your bank
- Other payments
- Cash, check and moreRecord them against the invoice
- Sales tax
- By state or ZIPUsing the tax rates you set for the areas you serve
01 / Quotes
How do quotes work in Field Service?
Add lines from your price book, priced flat-rate or at cost plus your markup. Offer two to four options side by side, or optional add-ons the customer can tick. Send it, and the customer opens it from a link, chooses, draws their signature and approves. If you ask for a deposit, approving creates the deposit invoice, and the approved quote becomes a job ready to schedule.
Good, better, best
Let the customer choose between options instead of saying yes or no to one price.
Signed on screen
The customer approves from their phone and signs by drawing, with the signed quote kept on file.
02 / Invoices & payments
How do customers pay an invoice?
Invoice a finished job in a click and send it by email. The customer opens it from a link and pays by card or US bank account. Payments go into your shop's own Stripe account, which you set up inside Field Service, and are paid out to your bank. Record cash, check and other payments yourself.
If an invoice is still unpaid after its due date, Field Service emails the customer a reminder, on a schedule you choose. Reports list unpaid invoices by age, so you can see who to call.
03 / Memberships
Can I sell maintenance memberships?
Yes. Set up a membership plan, like a “Comfort Club”, with a monthly or yearly price and a discount on other work. It can include maintenance visits, which land on the schedule by themselves. Reports show how many members you have and what they bring in.
Quotes & invoices FAQ
Questions about getting paid.
What does it cost to take card payments?+
Card and bank payments are processed by Stripe on your shop's own account, at Stripe's rates. Field Service pricing, including any fee on payments, will be published before launch.
Can I take a card payment in person?+
Not with a card reader yet. On site, the customer can pay the invoice link on their own phone, or you can record a cash or check payment.
Does Field Service work out sales tax?+
It applies the tax rates you set by state or ZIP code to each quote and invoice. It doesn't look rates up for you yet.
Does Field Service connect to QuickBooks?+
Not yet. Reports cover collections, invoiced work and unpaid invoices in the meantime.
Keep exploring Field Service