Efficient Invoicing for Accurate Financial Management

Billing Accuracy with Streamlined Ticket Handling

Efficiently verify and manage tickets to prepare for accurate invoicing.

• Save invoices as drafts for thorough review, ensuring ticket accuracy and eliminating potential billing errors before finalization.
• Automatically detect and resolve missing, duplicate, or unverified tickets.
• Use "Jobs Missing Tickets" reports to identify incomplete billing data.
• Verify ticket details in advance to avoid costly errors during invoicing.

Accelerate Billing for Large Volumes of Data

For businesses handling high volumes, batch processing significantly reduces time spent on invoicing.

• Generate invoices for over 1,000 tickets in seconds.
• Automatically populate invoices with customer, product, and location details.
• Reduce manual effort while maintaining precision and consistency.
• Edit or delete invoices directly within the system before finalizing them as part of the batch process.

Tailor Invoices to Fit your Business Needs

Customizable settings give you the flexibility to align invoices with specific business and customer requirements.

• Enable tax calculations and configure fuel surcharges as line items or a single total, ensuring all charges align with customer agreements.
• Add custom line items or unbilled tickets to invoices.
• Adjust settings to meet specific customer and business requirements.

Deliver Polished, Professional Invoices Every Time

Create visually appealing invoices that enhance your organization’s branding. Tailored templates ensure all necessary information is presented clearly and professionally.

• Choose from a variety of PDF templates tailored to your business needs.
• Include clear itemization of charges, taxes, and surcharges in an easy-to-read format.
• Provide customers with professional-looking invoices that reflect your organization’s quality.

Simplify Reconciliation with Exportable Data

Integrating invoicing with QuickBooks streamlines accounting processes and ensures your financial records remain accurate. This feature simplifies reconciliation and saves valuable time.

• Export invoices in QuickBooks-compatible formats (for Desktop or CSV for Online).
• Customize export formats to fit unique accounting system requirements.
• Improve financial tracking and reconciliation processes with precise data.

Stay in Control with Real-Time Dispatch Tracking

Provide your customers with convenient access to their financial records and improve communication. The customer portal ensures they can review, download, and reconcile invoices effortlessly.

• Share CSV files of ticket and billing data for easy reconciliation.
• Give customers access to a secure online portal where they can view and download invoices.
• Eliminates the need for manually sending or resending invoices.
• Enhances cash flow by reducing billing and payment delays.