Invoices · Send & get paid
Invoice the second the job ends. Get paid before you leave the driveway.
Auto-generate invoices from approved estimates and completed projects, send them in a tap, and accept card payments on the spot with ServTrackr Pay. Every dollar tracked from Draft to Paid.
14-day trial · No credit card · Connect ServTrackr Pay in under five minutesMini-split deposit — Coral Hills Dr · Priya Patel
Equipment & scheduling deposit
1
$848.92
$848.92
Amount
$918.96
Allocated to INV-0008 · 100%
•••• 4242
Visa
Mini-split deposit — Coral Hills Dr · Priya Patel
Equipment & scheduling deposit
1
$848.92
$848.92
Amount
$918.96
Allocated to INV-0008 · 100%
•••• 4242
Visa
The pipeline
Every invoice on one live board
Five statuses. Real numbers. You always know what's been sent, what's stalled, and exactly how much money is sitting out there.
Invoice pipeline · this month
2
$773.32
5
$7,308.61
2
$746.03
0
$0.00
1
$3,515.56
Total invoices
10
Total amount
$12,343.52
Paid
1
Overdue
0
The four building blocks
Built for the way field work actually bills
Deposits up front, progress draws mid-job, final on completion — handled without a single side spreadsheet.
Auto-generate from work
An approved estimate or a completed project becomes a fully-built invoice in one tap. Line items, taxes, deposits — already in.
Send & track in one shot
Email goes out branded with your company. ServTrackr logs it the second the client opens it so you know it actually landed.
Get paid with ServTrackr Pay
Built-in card processing. Customers pay from the link in the email; you see the funds hit on the same screen.
Partial payments, allocated
Take a deposit, take a draw, take a final. Allocate each payment to the right invoice so balances stay clean.
Collect payment
One payment. Allocated across every invoice it covers.
Customer hands you a check for $4,200 covering three open invoices? Drop it in, allocate the amounts, and every balance updates at once.
Priya Patel · 3 open invoices
$1,365.90 selectedINV-0008
04/08/2026
INV-0007
04/08/2026
INV-0005
04/08/2026
Payment progress
100%
Payment methods
Credit card
Processed via ServTrackr Pay — funds settle in 1–2 days.
Cash, check, or ACH
Record manually with reference numbers and notes for the books.
Saved cards
Customers can store a card on file for one-tap repeat billing.
Optional client tipping
Toggle on to let clients add a tip on the payment page.
Inside one invoice
Everything that touches the invoice, logged in one place
INV-0008 · Project PROJ-0004
Mini-split deposit — Coral Hills Dr
Invoice date
04/08/2026
Payment terms
Net 30
Total
$918.96
Tabs · Overview · Files · Payments · Notes
Invoice activity
Payment recorded
$918.96 via Visa •••• 4242
just now
Client viewed invoice
from [email protected]
2 hours ago
Invoice sent
Email delivered to Priya Patel
about 1 month ago
Invoice created
Generated from PROJ-0004
about 1 month ago
And then some
More than a billing form
Read receipts on every send
See the moment the client opens the email — no more guessing whether it landed in spam.
Auto-reminders for overdue
Past due 7, 14, 30 days? ServTrackr nudges the client on a cadence you set.
Aging report
Slice receivables by 0–30, 31–60, 61–90, 90+ so collections always know who to call first.
Filter by status, project, client
Pull every Sent invoice for a property manager in two clicks. Export to CSV any time.
Tags & custom invoice numbers
Use INV- prefixes, project codes, or your own scheme. Tag jobs by trade, branch, or campaign.
Refunds tracked the same way
Issue a full or partial refund and it lands on the same activity feed as the original payment.
“Days-to-pay used to be 22 on average. We turned on ServTrackr Pay, started sending the invoice the second the tech wrapped, and we're at 4 days now. That's the entire payroll gap closed.”
Rachel K. · Owner, Crestline HVAC · 8 techs
Pairs with
Invoices live at the end of every workflow
Estimate → project → invoice → paid. One system, no re-entry, nothing falls between the cracks.
Estimates
Approved estimate becomes an invoice in one tap with deposit applied.
Projects
Auto-create the final invoice the moment the last project event closes.
Clients
Every invoice attaches to the client record with full payment history.
Dispatch
Tech wraps the job, the office sees a 'ready to invoice' flag.
Reports
Receivables aging, days-to-pay, and revenue by trade or branch.
Price Book
Line items pull from your master pricebook — no retyping prices.
Vendors
Awarded vendor amounts roll into the customer invoice as sub costs.
Mobile app
Collect a card on the truck the second the customer signs off.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
