Field Service Invoicing
Invoicing is Easier Than Ever
Tired of getting lost in piles of paperwork and chasing down payments? Workiz allows your techs and dispatchers to easily create and email invoices to your clients.
Easy 1-Click Invoicing
Convert any completed job into an invoice. Send professional and branded invoices with your company logo in seconds via SMS or email – right from your mobile device. Add all of the essential info you need: (line items, total, due date, payment option, etc.) and choose what your clients will eventually see on their invoices.
Get Paid Online or Out in the Field
Get paid faster than ever. Your clients can now pay or leave deposits online, instantly receiving an automated receipt. Just swipe the card or input the card number. Use any touch-enabled device to collect signatures on the spot.
Track Your Invoices & Payments
Stop wasting paper and storage space, when you can keep it all in one place. Keeping track of your financial records will help you be more organized and ensure that you get paid on time. Quickly search and find the invoice you need, see how many invoices are awaiting payment, and how many are past due.
Sync Your Invoices with Quickbooks
Sync your clients, items, services, invoices, and payments with QuickBooks to keep your invoices in one place. Manage your service schedule and make sure your accounting stays updated.
Invoicing Main Features
Simple Invoicing
Workiz allows your field techs and office dispatchers to easily create and send invoices to clients.
Invoice Templates
Customize your invoice template to include all the info you need with your logo or design.
Attachments
Upload files and images to Jobs, Estimates, and Invoices, which you can then send directly to your clients.
WorkizPay
Connect your Workiz account to our payment gateway – WorkizPay, powered by WePay and Chase Bank.
Tipping
Workiz’s free credit card processing system offers clients the option to give your techs tips for their excellent service when paying online.
Signatures
Workiz lets you collect signatures from clients on the spot using any touch-enabled device.
Card Reader
Quickly take cards in person using the mobile app
Deposit Request
Select whether you want your deposit type to be a specific dollar amount ($) OR a percentage (%) of the total. You can get paid both online or offline.
Payment Tracking
View, filter, and export expense reports for budgeting, payroll, or accounting purposes.
Invoice Tracking
Get a quick overview of your invoices by status and date, allowing you to see if invoices were sent and when they are due.
Quickbooks Online
Sync your clients, items, services, invoices, and payments with QuickBooks Online. Manage your schedule and make sure your accounting stays updated.
Easy 1-Click Invoicing
Simple Invoicing
Workiz allows your field techs and office dispatchers to easily create and send invoices to clients.
Invoice Templates
Customize your invoice template to include all the info you need with your logo or design.
Attachments
Upload files and images to Jobs, Estimates, and Invoices, which you can then send directly to your clients.
Get Paid Online or Out in the Field
WorkizPay
Connect your Workiz account to our payment gateway – WorkizPay, powered by WePay and Chase Bank.
Tipping
Workiz’s free credit card processing system offers clients the option to give your techs tips for their excellent service when paying online.
Signatures
Workiz lets you collect signatures from clients on the spot using any touch-enabled device.
Card Reader
Quickly take cards in person using the mobile app
Deposit Request
Select whether you want your deposit type to be a specific dollar amount ($) OR a percentage (%) of the total. You can get paid both online or offline.
Track Your Invoices & Payments
Payment Tracking
View, filter, and export expense reports for budgeting, payroll, or accounting purposes.
Invoice Tracking
Get a quick overview of your invoices by status and date, allowing you to see if invoices were sent and when they are due.
Sync Your Invoices with Quickbooks
Quickbooks Online
Sync your clients, items, services, invoices, and payments with QuickBooks Online. Manage your schedule and make sure your accounting stays updated.
We Integrate with
From the very beginning, Workiz was a perfect fit for managing work orders, as well as for our technicians and call center dispatchers. As the company grew, the “Franchises” and “Reporting” features made it easy to track and integrate our other departments – up and down garage doors. Overall, Workiz has proven to be highly adaptable to the needs of the vastly expanding business.