A new system going in, a summer tune-up, a furnace dead at 2am in January — HVAC money spans a $30 filter and an $8,000 install, and all of it has to be billed right. Workeey turns a finished job into an invoice in one tap: parts, refrigerant, labor and equipment photos already in place. See the full HVAC toolkit.
A full system swap is thousands in equipment before the truck rolls. Bill the deposit as its own invoice up front — set the amount, send the pay link, and don't order the condenser and coil until it clears. The customer pays by card or bank transfer, and the distributor's invoice isn't sitting on your personal card while you wait to get paid.
When the install is done and running, invoice the balance the same way — the deposit already sits in the client's payment history, so the number left owing is plain to both of you. Connect your own Stripe once and every invoice carries a pay link. See payments for how card and bank fees work.
HVAC repair is a parts business. Add the capacitor, the contactor, the blower motor, the filters as line items at your price, and bill refrigerant by the pound the way you actually charge it — one line, quantity, rate. Keep your diagnostic fee separate from the repair, because pulling gauges and finding the fault is billable whether or not they approve the fix.
Each line totals itself with the tax, and the invoice is numbered automatically so your parts and labor never blur into one number the customer can push back on. It starts from the job you finished, so the client and address carry over. See how invoicing works across the app.
Your calendar swings — AC in the heat, furnaces in the cold, tune-ups in the shoulder seasons. Bill each maintenance visit as you do it, and add your emergency callout fee for the 2am no-heat calls when the after-hours rate is the whole point. The jobs are in attics, closets and mechanical rooms where signal dies.
That's where the offline queue earns its keep — Workeey saves the invoice and sends it the moment your phone finds a bar, so being in a crawlspace never costs you the bill. For balances that go quiet, automatic email reminders chase them on a schedule in a tone you set once. Text reminders are coming; email works now.
Shoot the model and serial plate, the swollen capacitor you pulled, the gauges reading low, the new condenser sitting on its pad. On the job in the app, those photos attach to the invoice as proof — a customer looking at a repair bill can see the burnt part that caused the no-cool call, not just a number.
The plate photo also gives you the model and serial for warranty claims later, and it all stays in the client's file with every past visit. That history is what turns a one-time repair into a maintenance customer. See the reminder caps and plan limits on pricing, or plan your week in scheduling.
Yes. Bill the deposit as its own invoice and wait for it to clear before ordering equipment. When the install is running, invoice the balance — the deposit already shows in the client's payment history.
Add each part as a line item at your price, and bill refrigerant by the pound as a line with quantity and rate. Workeey totals it with the tax. Keep your diagnostic fee on its own line.
Yes. Add it as its own line item, separate from any repair. Finding the fault is billable work whether or not the customer approves the fix, and after-hours callout fees go on their own line too.
Photos you snap on the job attach to the invoice as proof of work. The model and serial plate also gives you what you need for warranty claims, and everything stays in the client's file.