Send an invoice by text and get paid before the truck leaves.
Turn approved work into secure payment links instantly with card, ACH, and partial payment support.
Text-to-Pay
Invoice #4028 ready
To: Olivia Reed
Hi Olivia, thanks for approving your repair. Tap this secure link to pay now.
Method
Card / ACH
Status
Opened
Sync
QuickBooks
Create invoices directly from approved estimates
Line items, taxes, and customer details flow into invoice drafts automatically for fast send-out.
See estimate conversionKey benefit: The office avoids repetitive data entry and billing lag.
Invoice #4028
Payment link sent via SMS
Checkout
Opened
Settlement
Pending
Collect payment with trusted Stripe processing
Customers pay from their phone by card or ACH through a secure branded link.
See payment experienceKey benefit: Shorter receivables cycle and stronger cash flow.
Open assigned job
Review customer + equipment history
Send estimate and capture signature
Collect payment and close job
Notify field and office when payment clears
Webhook updates mark jobs paid, issue receipts, and keep accounting and operations aligned.
See payment eventsKey benefit: Everyone works from accurate payment status in real time.
New
12
Estimate Sent
8
Won
5
Aging indicator: 4 leads have been idle for 7+ days.
Got a question?
Free resources
Guides, templates, and checklists to help you get the most out of this feature.
Service Agreement Growth Guide
How to enroll more members from completed jobs and build predictable monthly revenue.
Read moreMRR Forecast Template
Track enrollments, churn, and recurring revenue trends with one operator-friendly sheet.
Read moreRevenue Recovery Playbook
Processes to reactivate stale leads, declined repairs, and aging-equipment opportunities.
Read more