Features

Field service invoicing software for on-site billing

Field Promax invoice screen with line items, customer and billing details, and a Send Invoice button

Drowning in a sea of paper invoices and lost billable hours?

Field Promax turns the work your technicians record on site into branded, itemized invoices. Email the invoice to your customer, collect payment by card, cash or check, and sync it to QuickBooks or Xero without typing anything twice.

Trusted by 100,000+ contractors. Rated 4.7 on Google and 4.2 on Capterra.

What Is Field Service Invoicing Software?

Field service invoicing software is a tool that automatically generates, sends, and tracks invoices for businesses whose technicians work outside the office. It connects job completion data directly to billing -so when a technician finishes a job, an invoice is created from the work order details, with no re-entry.

For contractors in HVAC, plumbing, electrical, and other trades, this means every labor charge, part, and billable expense gets captured in real time -and the customer receives a professional invoice before the van leaves the driveway.

How It Works

From Job Dispatch to Paid Invoice in 6 Steps

No paper. No office trips. One tap.

1

Job Is Dispatched

Dispatcher assigns the job in Field Promax. The technician gets notified on their mobile app with full job details, customer history, and a pre-loaded price book.

See Scheduling & Dispatch →
2

Work Is Completed in the Field

The technician records labor time, parts used, and any expenses directly in the work order on their phone - even offline. No paper forms, no end-of-day memory required.

See Mobile App →
3

Invoice Is Generated On-Site

With one tap, the completed work order converts to a branded, itemized invoice. Custom pricing rules apply automatically - negotiated rates or contract prices are always correct without manual lookup.

4

Invoice Is Sent from the Field

The technician emails or texts the invoice to the customer before leaving the job site. Customers can view, approve, and pay online the same day.

5

Payment Is Collected

Field Promax integrates with multiple payment platforms so customers pay via their preferred method. No chasing checks, no waiting for office mail processing.

6

QuickBooks Syncs Automatically

Completed invoices post to QuickBooks with no double entry. For QuickBooks Online, this happens when the job is closed. For QuickBooks Desktop, sync runs via the Web Connector at preset intervals.

Mobile Invoice

Mobile Invoicing

Creating invoices back at the office after a long day of fieldwork is time-consuming and prone to errors.

As the best invoicing software for contractors, Field Promax allows technicians to generate and send professional invoices for service directly from their mobile devices at the job site.

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Field Promax mobile app invoice tab with labor and material line items and the invoice total
Work order invoice in Field Promax with an arrow showing it being sent to QuickBooks as an invoice
Auto Invoice Generation

QuickBooks Integration

Manually entering invoice data into QuickBooks is repetitive and wastes valuable time.

Field Promax, a leading field service invoicing software, automatically syncs completed job information with QuickBooks, creating invoices without any extra effort.

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Comprehensive Payment Solutions

Powerful tools to streamline your operations

Our invoicing and payment system helps you manage the complete financial lifecycle:

01

Multi-Platform Payment Processing

Field Promax’s invoice payment software integrates with multiple payment platforms, allowing customers to pay invoices easily through their preferred method.

02

Custom Pricing for Invoices

The best invoicing software for contractors, Field Promax, includes a custom pricing module that automatically applies customer-specific rates when creating invoices.

03

Expense and Mileage Tracking

Field Promax, the best invoicing software for contractors, allows technicians to track and include expenses and mileage directly within work orders, ensuring all billable costs are accurately captured in your invoices.

WHY FIELD PROMAX

Save More Time and Boost Productivity

Your team is the driving force behind your success. Support them with the right tools and watch your business thrive.

How Field Promax Invoicing Works for Your Industry

HVAC

HVAC Contractors

An HVAC technician finishes a furnace repair with three replacement parts and two hours of labor. Field Promax pulls the parts from the price book, applies any contracted rates for that customer, and sends a branded invoice before the tech loads the van. The customer pays via card on the same visit.

See Field Promax for HVAC →
PLUMBING

Plumbing Businesses

Emergency calls don’t leave time for office billing. Plumbing techs use Field Promax’s mobile app to invoice on-site for parts and time - and QuickBooks updates automatically when the job is closed, so the bookkeeper sees the revenue the same day.

See Field Promax for Plumbing →
ELECTRICAL

Electrical Service Companies

Commercial electrical jobs often involve multiple crew members and phased work. Field Promax tracks labor hours per technician and captures all materials used on the work order - so the invoice reflects actual job costs, not estimates written from memory.

See Field Promax for Electrical →
PROPERTY

Property Management Maintenance

Property managers handling multiple units need invoices organized by property and tenant. Field Promax ties every work order to a customer record, so invoices are always linked to the right property with full service history attached.

See Field Promax for Property Management →

Why Field Service Businesses Choose Field Promax for Invoicing

More Users, Better Value per Technician

Field Promax bundles users by plan - 5 users for $239/month, 8 users for $319/month. The more your team grows, the lower your cost per technician.

Up and Running Within an Hour

Most customers are fully set up within an hour. Technicians are trained on the mobile app in 10 minutes. No technical setup required.

Mobile-First for Your Field Team

Invoice from the job site on iOS or Android. No return to the office before billing. Your techs already have a phone - that’s all they need.

QuickBooks Sync Built In

Completed jobs convert to invoices that post to QuickBooks with no double entry. QuickBooks Online syncs when the job closes. QuickBooks Desktop syncs via Web Connector.

Customer Reviews

What Our Customers Say

★★★★★

“Field Promax has changed the way our company does business. We were a paper based company and only got our paperwork from our techs one day a week. Field Promax has given us the capability to invoice our customers quicker, interact with our techs through the app and website seamlessly, and be more efficient with work load and routing jobs. Very very happy with Field Promax!

T

Tom Lacina

TCorp

Frequently Asked Questions

Field service invoicing software turns the work done at a customer's site into an invoice, using the parts, labor and billable time recorded on the job instead of retyping them at the office. Field Promax builds branded, itemized invoices from your work orders, so billing is ready when the job is done.

In the Field Promax mobile app, the technician adds the products used from your catalog with their quantity and price, and marks visit time as billable at the right rate. The customer can sign on the phone, and the invoice can be emailed as a branded PDF from your own business email address.

Customers can pay by card through Stripe, either charged on site by the technician or through a payment link emailed to them, and cash or check payments can be recorded in Field Promax. Stripe payments record themselves on the invoice.

Yes, with one accounting system connected at a time. Completed jobs become invoices in QuickBooks Online or QuickBooks Desktop without retyping, and QuickBooks Desktop syncs through the Web Connector. With Xero, a completed work order goes to Xero as a draft invoice for you to review and approve.

Yes. Once the customer approves an estimate, the office converts it to a work order with one click, and everything carries over, including any deposit already taken. The work order is then invoiced when the job is done.

Yes. Field Promax's custom pricing applies customer-specific rates automatically when items are added to an invoice, so negotiated or contract prices are used without a manual lookup.

Yes. Technicians track expenses and receipts on the job, and your admin chooses whether those expenses show on the customer's invoice. With mileage tracking turned on, technicians also log start and end miles for each visit.

Yes. You can invoice only the line items you check for billing and leave the rest of the job for later. For longer projects, Field Promax progress billing supports AIA G702/G703 pay applications, installment schedules, or invoicing each work order as it closes.

Yes. Technicians keep working on their jobs offline, and their edits sync automatically when the connection returns. Taking a card payment needs a connection.

There is no free plan, but you can try Field Promax free for 14 days after a short demo. Plans start at $99/month in the US and A$149/month in Australia. See plans and pricing