Field Service Invoicing & Payment Software

Are you spending hours on manual invoices and expense tracking? WorkQuote's Invoice and Accounting features are designed to streamline your financial management and free up your time. With automatic invoice generation, real-time payment tracking, and comprehensive expense management, you can easily keep your business finances organized and up-to-date.

Invoice Dashboard: Total Financial Control

Invoices are automatically created when a job is marked complete. Use the Invoice Dashboard to view associated payments, expenses, and notes for each invoice. You can also track when clients view their invoices in real-time, giving you valuable insight for timely follow-ups.

All invoice details in one place
See associated payments, expenses, & notes
Real-time client view log
One-click next-action suggestions

One-Click Next Invoice Action Suggestions

Flexible Invoice Delivery Options

Send invoices to your clients via email, text, or any sharing app installed on your device. This flexibility ensures your invoices are delivered promptly and securely. Our secure, metadata-friendly links offer a discreet URL that maintains a professional image.

Send via email, text, or both
Use any installed share app
Metadata-friendly links
Secure, nondescript URL links

Securely Collect Online Payments

WorkQuote integrates with Stripe to allow you to securely collect online payments directly from your invoices. You can bill customers the full invoice amount or any custom amount for deposits or materials. All payments automatically update to your invoice and paid status. This feature provides a convenient way for clients to pay you faster, improving your cash flow and reducing the time spent on manual payment collection.

Allow customer to pay online
Full WorkQuote integration
Link to any exiting account
Free to setup with Stripe

Track Every Payment & Job Deposit

Easily track deposits and payments for each job to ensure accurate financial reporting. Monitor payments across multiple jobs and visualize the amounts paid versus amounts due with clear bar graphs, making it easy to see outstanding balances at a glance.

Track payments across multiple jobs
Easy "paid vs. due" bar graph
Save payment type and method
Get outstanding invoice reminders

Detailed Payment & Partial Tracking

You can easily add and edit payment details, including partial, percentage, or full payments. Track multiple payment types with notes for each one. This feature helps you manage your payments effectively and keeps a clear record of all transactions, even uncollectible write-offs.

Partial, percent, or full payments
Multiple payment types with notes
Track uncollectible write-offs
Amounts paid vs. due bar graph

Track Uncollectible Write-Offs and Bad Debt

Send Invoice Receipts With Optional Company Review Request

Automated Client Review Requests

After a client pays, you can automatically send a receipt with an optional request for a company review. This feature allows you to maintain professional communication and encourages positive feedback, all while keeping the process simple and efficient.

Auto-request a company review
Send via email, text, or both
Use any installed share app
Invoice receipt lists payments

Include Custom Company Review Request Text

Track Job Expenses For Accurate Financial Reporting

Job Expense Tracking & P&L Reports

Track expenses for each job to get a true picture of your profit and loss. This feature lets you monitor expenses across multiple jobs, visualize profit with bar graphs, and see how expenses affect your income reports.

Track expenses from multiple jobs
Profit and Loss bar graph
See expense percentage of job price
Expenses factored into income report

Expenses Automatically Factored Into Income Report

Customizable Expense Categories

Easily add and edit expense details, including hourly, quantity, and fixed expenses. Adjust the date of each expense for accurate bookkeeping. All saved expenses are adjustable, allowing you to keep your records up-to-date and accurate.

Title and optional description
Hourly, quantity, & fixed expenses
Adjust date for proper bookkeeping
All saved expenses are adjustable

Track Hourly, Quantity, & Fixed Expense Options

Quickly Access Frequently Used Expense Items

Fast Entry for Common Expenses

Save time by quickly adding your frequently used expense items. This feature allows you to add common expenses more efficiently and accurately by eliminating the need to retype basic details. You can easily adjust expense details and save edits for future use.

Add expenses fast & accurately
No need to retype basic details
Easily adjust expense details
Save edits for future use

More Accounting Features to Simplify Work

Know when a client viewed an invoice
View a list of all open invoices & totals
See all invoices with write-offs
Payments due visible across the app

View invoices pending completion
Payments details listed on invoice
See a list of all recent payments
View every time an invoice is viewed

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Invoicing & Payments FAQs

Find answers to common questions about our field service software.

WorkQuote ensures accuracy by basing invoices directly on approved estimates, eliminating manual data entry errors. The system automatically calculates sales tax and totals, providing clean, digital financial records for every job, which simplifies year-end accounting and tax preparation.

Yes. The app provides a centralized dashboard where you can track the status of all invoices whether they are Sent, Paid, or Overdue. This real-time visibility allows you to monitor cash flow and quickly identify and follow up on outstanding client balances.

Yes. WorkQuote integrates with the popular payment processor Stripe, allowing you to accept online payments directly from your invoices. Bill customers the invoice total or any custom amount for things like deposits or materials. This feature provides a convenient and secure way for your clients to pay you faster, improving your cash flow. Free to set up and use, Stripe charges a standard processing fee per transaction.

WorkQuote is designed to work efficiently with common accounting software. You can typically generate and export detailed financial reports (such as CSV files) of your income and expenses, allowing for easy import into your preferred bookkeeping program like QuickBooks or Xero.

Yes. By allowing you to itemize materials and labor on every estimate and invoice, WorkQuote helps you accurately track the costs associated with each job. This granular data enables you to generate reports that show true profitability, helping you adjust your pricing strategy.