INVOICING OVERVIEW

Professional Invoices that Sell Service Agreements

Overview

You can’t be on every call, so as an owner, how do you make sure every invoice is written up and presented the same way in a manner that is understandable by the customer?

No more reading chicken-scratch or presenting unprofessional hand-written invoices to customers. By using an electronic invoice, invoices are always professional, always consistent and always accurate.

Want the control to view every invoice before it is presented to the customer? With a click of a button, invoices can be viewed and changed by managers before being presented to the customer.

Protect your company and your technicians with the P3 Decline feature. Eliminate any confusion as declined recommendations stay on the invoice so that everyone knows what was proposed and refused during the service call.

Benefits & Features

  • Ability to double check invoices before they are presented to the customer.
  • Invoices are designed to sell service agreements.
  • Search, find and click to add standard repairs to the invoices.
  • One-click to toggle between residential and commercial invoices.
  • Add customer notes.
  • Add technician notes that are hidden from the customer.
  • Use coupon codes to tie together marketing campaigns.
  • Integrate with credit card processing to collect payment on the spot.
  • Sync invoices to QB.