Warranty calls, service tickets, seasonal tune-ups — one flow.
From 90-degree August install days to mid-January heat calls. Recurring invoices for seasonal maintenance. Deposits on big installs. ACH on the $10K mini-split job saves about $285 in card processing and you a headache. Online card and ACH payments are available to US-based businesses.
- Recurring invoices for seasonal maintenance contracts
- Deposits on installs — 20% up front, balance on completion
- ACH on big jobs saves about $285 on a $10K invoice
- Auto Google review request 24 hours after paid installs
Where it hurts
Five things that eat into your install season.
Summer is the money. The paperwork shouldn't be what slows you down.
Seasonal maintenance contracts scattered across spreadsheets, sticky notes, and QuickBooks.
Invoice Link: Recurring invoices for every maintenance plan. Monthly, quarterly, yearly — set it once. Pause when the customer goes south for the winter; resume in the spring.
$11,000 mini-split install. Card processing fee eats $320 of the margin.
Invoice Link: Stripe's ACH fee is capped at $5 on an $11,000 invoice, versus about $320 on a card. Quiet margin you didn't know was sitting on the table.
Emergency heat call at 10 PM. Homeowner wants to pay tomorrow by check.
Invoice Link: Text the pay link from your own number before you leave. Customer pays by Apple Pay on the kitchen counter. Or keep the check option open — record it in the app when it arrives.
Google review gap. Happy customers never leave one because you don't ask.
Invoice Link: Auto-review request goes out 24 hours after a paid install. Your reputation grows while you're on the next job.
Installed a condenser 18 months ago, can't remember which model.
Invoice Link: Put the model and serial number in the invoice notes and snap a photo of the unit. It stays in the customer's history, so next time you're out for a warranty call, it's right there.
What you get
The HVAC-shaped parts.
Installs, emergency maintenance, seasonal tune-ups, warranty calls. Built for the way you actually work.
Recurring invoices for maintenance plans
Spring and fall tune-ups, quarterly filter changes, annual refrigerant checks. Set a schedule, pause when a customer closes for the winter, resume when they're back.
Deposits on $8K+ installs
20% up front, balance on completion — standard in the trade. Collect the deposit before you order the unit. The app tracks the balance due automatically.
Photos of the condenser and air handler
Up to 5 photos per invoice. Snap the model plate, the serial, the installed unit. Permanent record on the customer profile for warranty callbacks.
ACH bank transfer for big jobs
Stripe charges 0.8% capped at $5 for ACH vs. 2.9% + $0.30 on a card. On a $10,000 mini-split install, that's about $285 in your pocket instead of the processor's. Every dime counts.
Auto Google review requests
Once a customer pays, we ask them for a review 24 hours later — automatically. Grow your reputation on autopilot while you're on the next install.
Estimates with deposits built in
Quote a 3-ton condenser replacement with a 20% deposit baked into the estimate. Customer signs on the spot. Deposit collected. Work ordered.
Before-and-after photos for warranty
Attach install photos to the invoice. When a 13-month-old warranty call comes in, you have the model, serial, and install date in one place.
Property data for heat load calcs
One tap shows square footage, beds, baths, year built. Gives you a quick sanity check on the heat load before you quote.
Multi-rate tax for county-by-county work
Save tax rates for every county you work in. Pick the right one on each invoice with a tap — no more mental math.
On the job
An HVAC tech's day through the app.
Three typical jobs. Three clean flows.
AC out overnight, whole house is 85 degrees. You replace a failed capacitor and a run-out contactor. Total: $485.
On the truck tailgate, open the customer profile. Add two line items — capacitor $145, contactor $195, plus a 1-hour service call at $145. Snap a photo of the old capacitor and the rusted contactor. Text the pay link from your own number. Customer pays by Apple Pay in 90 seconds. You're out of the driveway before 8:30.
3-zone ductless for a finished attic. Budget conversation with a homeowner.
Build an estimate on your phone. 3 indoor heads, outdoor unit, line sets, condensate pump, electrical rough-in, permit. $11,400 with a 20% deposit. Offer ACH on the balance — that saves about $260 in card processing on the balance. Signed on the kitchen island. Deposit clears by morning. You order equipment that afternoon.
15 maintenance contracts come due for their fall tune-ups. You're heading into the busy season.
Recurring invoices are created on schedule — semi-annual tune-up at $189 — and the app pings you so you can send them all in a few taps. Reminders go out on day 3 and 7 if nobody pays. Customers who prefer to pay by check mail one in; the rest pay by card or ACH from the link. Reports show you exactly how much of October's revenue is already booked before the first call.
Pricing
Free to start. Pro when you're ready.
Free: up to 3 invoices, unlimited estimates and customers, online payments, PDF export, web dashboard. Pro — US$8.99/week or US$299.99/year unlocks unlimited invoices, recurring invoices, reports, receipt scanning, and exports. Those are US prices — your local price is shown in the app, where Pro is sold through the App Store or Google Play. Three-day free trial. Cancel anytime in the App Store or Google Play.
Questions
Straight answers.
Can I set up recurring invoices for seasonal maintenance plans?
Yes. Set a weekly, bi-weekly, monthly, quarterly, yearly, or custom schedule. Pause when the customer's house is closed for the season, resume when they open back up. Full control.
Will my customers pay by ACH on a big install?
The pay page offers card, Apple Pay, Google Pay, and ACH bank transfer. Customers pick. ACH is the cheapest option on jobs over ~$2,000, so they'll often self-select it if you mention it's available.
Can I collect a deposit on an install before I order equipment?
Yes. Set a deposit — percentage or fixed dollar — on the estimate or invoice. The customer pays the deposit upfront; the balance comes due on completion. The app tracks the remaining balance automatically.
Does it handle multi-rate tax for different counties?
Yes. Save unlimited tax rates for every county and city you work in, then pick the right one on each invoice. Your tax summary report breaks collections out by rate.
How does the Google review request work?
Once an invoice is marked paid, we wait 24 hours and then email the customer a link to leave a Google review for your business. You turn it on once in Settings. Grows your review count while you're on the next job.
Other trades
See how Invoice Link works for every trade.
Built for the busy season.
Free to start. Pro is US$8.99/week or US$299.99/year (US prices — your local price is shown in the app) with a 3-day free trial. Cancel anytime in the App Store or Google Play.