Who it is for
Invoice solution for field service workers
Field service workers finish a repair and leave. The invoice should be ready before the next ticket, with the fault and the part named.
One repair, one invoice, before the next ticket
Field work falls apart when the invoice is a code the customer never heard. Write “washer repair” and “door seal”, because that is what they watched you do. A dispatch system can still hold the ticket number. Put that number in the text if the office needs it. InvoiceTXT does not assign engineers, track SLAs or carry a parts warehouse. It takes the finished visit and makes a bill the household can open. If you are an employee, you may not be the person who should invoice at all. This is for the worker or the owner who is allowed to ask for payment. Net 7 fits a small repair. A warranty job should say zero only if you truly are not charging, and then you may not need an invoice.
Use the customer’s words for the fault
“Washer repair” beats an internal job code in the SMS.
Price the part you fitted
The seal is visible. Hiding it invites a call.
Add the ticket number in the text if the office tracks one
The invoice can stay readable while the text carries the reference.
Do not invoice a warranty visit as if it were chargeable
A bill for included work destroys the next call-out.
What to put on this invoice
- The household or the site
- The repair you completed
- The part, if you charged one
- A due date that matches the paperwork they signed
Questions about this job
What if the office invoices, not the engineer?
Then the engineer’s job is to capture the lines, and the office pastes them. Do not have two people each send a different total.
Can this schedule the day’s jobs?
No. It invoices the job you already did.
How do I show a call-out plus a repair?
Two lines. The call-out is not the repair, and the repair is not the seal.
Field service payment follows the visit. Name the repair the customer just watched.
Related guides
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Open guide →Mobile-first invoicing for busy owners
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Open guide →