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From job complete to payment collected

Technicians close out jobs and generate invoices on the spot. Customers pay online via Stripe. No more chasing checks or lost paperwork.

Included in every PocketTech plan — $50/seat/month

Invoice #2087 Paid
Carrier 24ACC636 — 3-Ton AC Unit $3,200.00
Labor — Installation (8 hrs) $960.00
Ductwork Modification $450.00
Total $4,610.00
Visa ****4242 Paid Apr 2, 2026

On-site invoice creation

Technicians create invoices directly from the job, pulling in line items, labor hours, and materials. Send it to the customer before leaving the job site.

  • Pre-loaded line item catalog for fast entry
  • Auto-calculate labor from time tracking
  • Add materials and parts used on the job
Payment Activity
$8,420 Collected
$2,190 Outstanding
$310 Overdue

Stripe-powered payments

Customers receive a professional invoice and pay online with credit card or ACH. Funds hit your account automatically.

  • Secure online payment via Stripe
  • Credit card and bank transfer support
  • Automated payment confirmation and receipts
Quick Actions
Create new invoice
Send payment reminder
Export to PDF

Estimate-to-invoice conversion

When a customer approves an estimate, convert it to an invoice with a single tap. Line items, pricing, and customer details carry over automatically.

  • One-tap conversion from approved estimate
  • All line items and pricing preserved
  • Automatic customer notification on invoice creation

Digital Invoicing & Payments capabilities

Professional Invoices

Clean, branded invoices generated from the field or office.

Stripe Payments

Secure online payment collection — credit card, debit, and ACH.

Estimate Conversion

Convert approved estimates to invoices with one tap.

Payment Tracking

See outstanding, paid, and overdue invoices at a glance.

Auto Send

Invoices are emailed to customers automatically with a pay link.

Line Item Catalog

Pre-built catalog of parts, labor rates, and common services.

Ready to run a tighter operation?

Get set up in a day. No credit card, no contracts.

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