SkilledOS - Field Service Management Software
Invoicing & Payments

Send the Invoice Before the Truck Leaves the Driveway

Invoicing and Payments in SkilledOS lets trade businesses create invoices from estimates in one click and collect on-site payments via Stripe - before the tech drives away.

SCR-05

Invoice detail view showing line items, payment status, one-tap payment link, and Stripe integration

How It Works

1. Estimate Approved

When a customer approves an estimate, SkilledOS pre-populates an invoice with the agreed line items, tax rates, and terms.

2. Invoice Sent

Send the invoice via SMS or email with a one-tap payment link. Techs can also present it on their device for on-site collection.

3. Payment Collected

The customer pays instantly. Funds deposit to your account on Stripe's standard schedule. No chasing checks.

Key Capabilities

  • One-click invoice generation from any approved estimate or completed job
  • On-site credit card, debit card, and ACH payments via Stripe integration
  • Automated payment reminders via SMS and email on your schedule
  • Partial payments, deposits, and payment plan support for large jobs
  • Real-time payment status tracking across all outstanding invoices
  • QuickBooks and Xero sync so your books stay current without double entry

How This Affects Your Profit

The average contractor waits 23 days to get paid. SkilledOS customers collect on-site. That's 23 fewer days your cash is trapped - improving cash flow, reducing collections overhead, and eliminating the cost of chasing outstanding invoices.

Common Questions

What payment methods can customers use?

Customers can pay with credit card, debit card, or ACH bank transfer. Payments are processed through Stripe, which handles PCI compliance so you do not need to worry about storing card data.

Can techs collect payment in the field?

Yes. Techs can send an invoice from the mobile app and the customer can tap to pay on the spot. The payment clears before the truck leaves the driveway.

Does it sync with my accounting software?

SkilledOS integrates with QuickBooks Online and Xero. Invoices, payments, and line items sync automatically so your bookkeeper always has accurate data.

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