Get paid

Estimate, sign, collect. Then see what the job made.

Build the estimate at the door, take the signature and the deposit, and collect by card, bank, or financing before you leave. Then see what each job made after parts and time.

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Estimates

Three choices, one signature

Give the customer three ways forward, from repair to replacement, with a price on each one. They pick on the screen, sign on the glass, and the deposit is on the card before the truck rolls.

The app builds the three options from your price book, so the prices are set before the tech arrives. The customer chooses, and the tech sells the work, not the math.

See it on your hardest day
Estimate · EST-1088 · D. Alvarez
Repair
$385
New run capacitor
Full system test
90-day parts warranty
Most picked
$529
Everything in Repair
Coils cleaned and tuned
Priority booking next visit
Replace
$4,850
New 16-SEER unit installed
Old unit hauled away
10-year parts warranty
Deposit due today
Charged when the customer signs $385
Customer signature
Date
Sign and collect the deposit

Illustrative example, built from a typical HVAC price book.

Collect on site

Paid at the door, before you leave

When the work is done, the tech taps collect. The customer pays by card, bank transfer, financing, or check, and the receipt goes out by text and email in the same minute.

Deposits land the same day. Every payment sits on the job record, next to the time and the parts, so the books are already done at night.

Same-day deposits Receipts by text and email Every payment on the job record
9:414G
WO-2231 · Water heater install
R. Chen · 118 N 22nd St
Total $1,840
Deposit paid -$385
Balance due $1,455
Card Bank Financing Check
Collect $1,455
Receipt sent · text + email

Job profit

What the job made, after parts and time

The invoice is not the profit. ServiceLine takes off the parts, the labor hours, and the card fees, and shows the real number for every job.

Week by week, you see which jobs pay and which ones eat the day. That number changes what you quote next.

Collected $1,840
Parts -$612
Labor, 4.5 hours -$430
Card fees -$48
Job profit $750 · 41%

Illustrative numbers from a typical water heater install.

A contractor closing the job with the customer at the door

The signature, the deposit, and the profit, all on one job record.

Start

Take the deposit on your next job

Show your crew one estimate screen and one tap to collect. Pay month to month.

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