Automated Field Service Invoicing Software for HVAC & Elevator Operations
Streamline your invoicing processes, reduce manual errors, and improve cash flow with innovative field service invoicing software built on Microsoft Dynamics 365.
Maximize Billing Velocity and Turnaround Time
The key to a healthy cash flow is timely, accurate invoicing in the format your customer’s want. Built to fit the unique industry requirements of growing HVAC and elevator contractors, FIELDBOSS provides centralized business management and field service invoicing software to help you quickly generate and send invoices, easily track payments, and get paid faster.
AutomateInvoices Streamline the billing process by automating the creation, delivery, and tracking of invoices.
Reduce theRisk of Errors Instantly generate invoices based on completed work orders to eliminate manual data entry and the risk of errors.
Track Paymentsin Real-Time Proactively manage your accounts receivable and improve cash flow with automated reminders for overdue payments or upcoming invoices.
FIELDBOSS Invoicing Overview
Learn more about the invoicing functionality in FIELDBOSS, including the creation of the invoice document and the delivery of the invoice to the customer.
Watch NowGet Paid on Time with FIELDBOSS
Save your field service business the time and effort it takes to create, customize, and track invoices with HVAC invoicing software from FIELDBOSS. By consolidating your financial, operational, and field service management into a single, all-in-one system, we ensure that invoices and payments are always accurate and timely.
Flexible Formatting
Customizable Templates
Billing Dashboard
Maintenance Contracts
Project Invoicing
Billing Automation
Flexible Formatting
Get complete invoice formatting flexibility to meet any customer invoicing requirement.
Customizable Templates
Easily invoice by individual work order, or batch by service type.
Billing Dashboard
View and monitor status of every invoice in the billing automation dashboard.
Maintenance Contracts
Comprehensive maintenance contract invoicing automation for high invoice volume situations
Project Invoicing
Project invoicing includes milestone, percent complete or AIA/progress billing.
Billing Automation
Save time when sending multiple invoices by using the billing automation functionality.
It’s very empowering when you have the right tools. Not just the right tool for now, but the right tool for the future. We know FIELDBOSS will be around 10 years from now. We are looking at our business in full colour now.
“Jonathan and his team continually work to provide end-to-end value through a collaborative effort in understanding your business’ processes by providing effective and efficient solutions.”
“PERFECT FOR OUR BUSINESS”
“We’ve worked with the team and the FIELDBOSS platform for 4+ years now. The curated CRM platform is tailored to provide a solution for service-based trades in a variety of industries. Jonathan and his team continually work to provide end-to-end value through a collaborative effort in understanding your business’ processes by providing effective and efficient solutions.”
Microsoft Dynamics 365 Integration
Improve back-office efficiency as invoices are automatically integrated into Dynamics 365 Business Central for posting to Accounts Receivable subledger and General Ledger revenue account posting.
Invoicing Software Tailored for Your Industry
Built for HVAC, Elevator, and Specialty Contractors
FIELDBOSS provides best-in-class invoicing software for field service businesses. Time, materials, contracts, and projects flow straight from the field into billing—no double entry. AI assists with anomaly detection, flags missing labor or parts, and suggests billing corrections so invoices go out faster and more accurately. FIELDBOSS is the top-rated field service solution for invoicing, helping teams speed cash flow and reduce rework.
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HVAC
HVAC contractors need accurate, timely invoices across service calls, PM agreements, and installs. FIELDBOSS auto-builds invoices from approved work orders and parts usage, while AI spots discrepancies and ensures contract rates and markups are applied correctly.
Explore our HVAC Invoicing Software -
Elevator
Elevator contractors bill across maintenance contracts, repairs, entrapments, and modernization milestones. FIELDBOSS ties each invoice to the right asset and agreement, and AI validates billable labor, travel, and materials before sending—reducing disputes and improving DSO.
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Specialty Contractors
Specialty contractors handle custom scopes and varied billing terms. FIELDBOSS adapts to T&M, fixed-price, and milestone billing, while AI highlights missing approvals, incorrect cost codes, or out-of-scope charges to keep invoices clean and compliant.
Explore our Field Service Invoicing Software
With FIELDBOSS, field service businesses gain AI-assisted invoicing that accelerates billing cycles, improves accuracy, and strengthens cash flow across every industry.