HVAC invoicing software
Business Genie is HVAC invoicing software for getting paid at the unit. The technician sends the invoice from the job in the iOS or Android app when the repair is done, and the homeowner pays it on their phone by card, Apple Pay, PayPal, Venmo or Cash App.
Plans from $50 a monthOne month freeNo credit card
Invoiced before the truck leaves
Invoiced before the truck leaves
An HVAC repair is usually paid for by the homeowner who let the technician in and is standing in the garage when the air comes on cold again. The invoice goes from the technician’s phone before the truck leaves, with the parts, the pounds of refrigerant and the hours on it, rather than being written up at the office that evening.
The deposit comes off
The coil was quoted at the no-cool call and the deposit paid for it before it was picked up; the invoice asks only for the balance.
Paid at the unit
The homeowner opens the invoice on their phone in the garage and pays it by card, Apple Pay, PayPal, Venmo or Cash App.
In QuickBooks Online
The paid invoice syncs to QuickBooks Online, so the books match what was collected in the garage.
What the repair cost you
Under each line, what it cost you: the coil carries a thin margin over the supply house’s price; the refrigerant and the four hours carry more of what the job made.
What else it does, in every trade: invoicing in Business Genie.
Questions about HVAC invoicing software
Is there a free HVAC invoice template?
Yes. Business Genie has free HVAC invoice templates for writing an invoice up yourself. In the app, the same invoice is sent from the job and the customer pays it online.
Can I take a deposit when I quote a repair?
Yes. Send the proposal with a deposit when you quote the repair or the new system, then invoice the balance when the work is done.
Do HVAC invoices sync with QuickBooks?
Yes. Invoices sync to QuickBooks Online, so the books match what was invoiced and paid in the field.
An HVAC job, from the quote to the follow-up
Business Genie runs the whole job, on the web and in the iOS and Android app. Each stage has its own page: the numbered stops are written for HVAC; the grey rings are the same stage for every trade.
The trade
HVAC software- 1
Quoted
HVAC estimate software - 2
Scheduled
HVAC scheduling software - 3
Dispatched
HVAC dispatch software - 4
- 5
Followed up
HVAC CRM software
Next · your own jobs
Your HVAC jobs, free for a month
No credit card to start. The team sets up your account and moves your customer data over at no charge. Plans start at $50 a month after the trial.
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