Invoicing is a standard feature included in field service management software (FSM). Basically every FSM on the market offers some type of invoicing functionality.
However, the robustness of features and workflows that surround invoicing vary across FSMs. For example, many FSMs lack sophisticated features for pricebook management, requiring you to use third-party pricebook apps or export to spreadsheets any time you want to make a pricing update. This comes at a significant cost of time and energy for field service businesses—not to mention delays in pricing updates being reflected on new invoices and the downstream effects that has on your bottom line.
Furthermore, invoicing is just one of many key features to consider when choosing a field service software. So, it’s also important to take a broader view and look at how FSMs differ across feature sets to figure out which solution will work best for you.
In this post, we share seven field service software options that offer invoicing features as a part of their platform.
We’ll begin by walking through the invoicing features and key related workflows offered through our product, ServiceTitan.Then, we’ll share six other FSMs and link to in-depth comparisons we’ve written between their products and ours.
As we mentioned, it’s important to look at more than just invoicing and billing features when shopping for an FSM, and those comparison posts discuss differences in the other key features that service businesses need.
Below, we cover:
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In this section, we’ll explain how our invoicing features and related workflows can help field service contractors seamlessly connect their invoicing process with other essential elements of their business. Specifically, we’ll focus on:
Advanced Functionality and Automations for Seamless Pricebook Management
Ensuring that technicians in the field are basing all quotes and invoices off of the most up-to-date pricing is absolutely essential for maintaining profitability. But traditional pricebook management—whether done manually in a price list spreadsheet, through a third-party pricing app, or in traditional print form—has many challenges.
As we mentioned above:
It’s labor intensive and time-consuming.
It’s not updated often enough.
There’s lag time between price updates and when those updates are reflected on new estimates, quotes, and invoices.
This is a crucial problem that leads many field service businesses to undercharge on invoices and lose money on jobs.
With ServiceTitan, field service businesses are able to solve all of these issues. Specifically, our built-in pricebook features allow for:
Individual pricebook item editing: With individual pricebook item editing, you have the ability to edit any pricebook item or flat rate service as needed, any time, with just a few clicks.
Bulk editing: With Bulk editing, you have the ability to make edits and markups to groups of services, packages, equipment, and/or materials. With a few clicks, changes can even be applied across an entire pricebook.
Dynamic pricing automations: With dynamic pricing automations, you have the ability to set up rules to auto-update pricing according to customized parameters, such as when certain overhead costs change (e.g. labor rates, materials, etc.).
Pricebook Connect: With Pricebook Connect, you’ll have direct, cloud-based access to materials and equipment from top industry supplier catalogs, with automated updates of item descriptions, product images, and pricing as manufacturers make changes.
Combined, this suite of features makes pricebook management seamless, reducing the time your team spends on making updates manually, and ensuring that your prices are regularly updated to reflect evolving costs—all while protecting the profitability of your business.
Furthermore, as soon as any updates are made to your pricebook, they’re reflected in real-time on any new estimates and invoices that are created in ServiceTitan, whether from the office or the field.
Increase Average Ticket Prices with Easy-to-Build Estimates and Proposals
The ability to create estimates is a key preceding step to invoicing during the lifecycle of a job. What’s sold in an estimate has to be reflected in the eventual invoice.
However, estimates and proposals are another feature set that varies across FSMs, and ServiceTitan offers robust capabilities for both residential and commercial service businesses.
Specifically, ServiceTitan estimates offer the ability to:
Leverage pre-built estimate templates: Office staff (via our desktop app) and field techs (via our mobile app) can build or access pre-built estimate templates that allow them to generate estimates and proposals more efficiently, deliver bids more quickly, and reduce the time it takes to make a sale.
Build and present multi-option proposals from the field: Field technicians can build and present Good Better Best proposals. From the technician’s tablet, customers can tap into each estimate to view high-quality images of parts and equipment, as well as compelling data, such as savings and rebates—all of which help to improve close rates with residential customers and increase profits.
Build and send residential or commercial estimates from the office: Office staff can also build multi-option residential proposals or commercial estimates from their desktop and send them to customers via email.
Track and follow up on open estimates: In the event an estimate isn’t immediately sold, our follow-up functionality makes it easy to track unsold estimates and close more deals.
When an estimate is sold, there’s no need to record that same job information into other apps or documents. All customer information and job details from estimates are seamlessly transferred to the work order and invoice as the job progresses.
Easily Create and Send Invoices, Collect Payments, and Offer Financing
As jobs are completed, ServiceTitan automatically populates invoices to reflect any services, materials, and/or equipment that were sold throughout the course of a job.
PDF invoices can be easily generated and emailed with detailed descriptions of the work completed and outstanding customer balance, as well as the option to submit a credit card payment.
Especially for commercial jobs, for which the payor is often not present, many of our users like to attach before-and-after images to invoices. This feature can help contractors limit push-back from customers and get paid in a timely fashion to maintain cash flow.
We also make it easier for business owners, managers, and field service techs to overcome cost-related objections that might otherwise reduce revenue. In a matter of minutes—with just a few clicks—homeowners can get approved for funding by one of our financing partners. And with one of our seamless accounting software integrations, ServiceTitan users can confidently track money as it comes in the door.
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ServiceTitan is a powerful tool for estimating and invoicing, but our platform goes far beyond what we’ve covered in this post. In addition to helping your team better manage estimates and invoices, it also helps streamline your company’s other key workflows.
ServiceTitan also provides:
A field service mobile app (compatible with Android and iOS mobile devices)
Customer experience and CRM
Inventory management and purchase order management
Importantly, ServiceTitan connects all of these core business processes and workflows together in one place, and streamlines the flow of information throughout the entirety of the job lifecycle.
Want to see how ServiceTitan can help your estimating process run more smoothly? Schedule a free demo with us to learn more about how our software can help you and your employees share information and communicate more effectively.
Jobber is a field service scheduling software that also offers a wide range of other features for field service business management. Like ServiceTitan, it offers functionality for estimating, quotes, scheduling, invoicing, and more.
However, when compared to Jobber, ServiceTitan offers:
More robust, native pricebook functionality
In-app access to top industry supplier equipment catalogs
Extensive marketing functionality that reduces the need for third-party marketing hires
More flexibility and customization for membership plans and recurring services
Offline functionality for our mobile app that allows techs to work seamlessly (even when they’re out of a cell service zone)
Deeper reporting capabilities that allow business owners to drill down into the sources of their data
For more details on these differences, check out our complete comparison article: Jobber vs. ServiceTitan
FieldAware is a field service software that is geared more toward serving commercial and industrial-focused field service businesses.
For example, their featured industries include: building and construction services, facility and property management, industrial equipment, commercial equipment, health sciences and medtech, and oil and gas.
When compared to FieldAware, ServiceTitan offers:
A product that is custom-built to serve HVAC, plumbing, electrical, and select other field service businesses (versus their more broad product that serves 100+ industries).
A robust set of features for serving both residential and commercial business divisions.
Unique feature advantages such as residential good-better-best proposals, real-time integrated financing, and robust project management capabilities.
For more details on these differences, check out our complete comparison post: FieldAware vs. ServiceTitan
ServiceMax, like other field service solutions, is designed to provide better visibility into your field service operations. They offer a number of products, such as Asset 360 for Salesforce, ServiceMax Core, ServiceMax FieldFX (their mobile app), and ServiceMax Engage (for customer engagement).
However, when compared to ServiceMax, ServiceTitan offers:
The ability to toggle smoothly from one feature to another without the hassle of opening multiple windows, programs, or add ons, which can disrupt workflow
Advanced customer communication features included in our base subscription (ServiceMax requires an add-on fee)
Highly customizable visual pricebooks that help grow average ticket prices and increase close rates
Service agreement features that are more tailored for service businesses
For more details on these differences, check out our complete comparison article: ServiceMax vs. ServiceTitan
5. Service Fusion
Service Fusion describes itself as an “All-In-One Field Service Management Software.” It offers a wide range of features, including estimates, customer management, scheduling and dispatching, and more.
However, when compared to Service Fusion, ServiceTitan offers more as a part of our base product (while Service Fusion charges extra for many of these features):
Robust membership billing capabilities (bulk membership billing, and automated monthly or annual billing options)
Scheduled report automations
Call booking automations for easier job booking and better customer experiences
Property data to spot sales opportunities and drive revenue
For more details on these differences, check out our complete comparison article: Service Fusion vs. ServiceTitan
Kickserv is another field service management software offering a variety of tools for large and small businesses. Like other FSM software, they provide a mobile app as well as desktop features for job management, scheduling, managing your workforce, and more.
However, when compared to Kickserv, ServiceTitan offers:
Mobile app with customer convenience features with stable offline functionality
Customizable forms and pricing tools in the field
Two-way SMS text messaging for customer inquiries and scheduling changes
Pre-appointment GPS Tech Tracking for accurate arrival times
End-to-End presentation mode: A visual pricing tool and estimate builder with good-better-best options
To view these and other differences, check out the feature comparison chart on our comparison page: Kickserv vs. ServiceTitan
7. Housecall Pro
Housecall Pro is a mobile field service management software solution for home service businesses. It offers a wide range of features outside of invoicing, such as scheduling and dispatching, estimates, QuickBooks integration, and more.
However, when compared to Housecall Pro, ServiceTitan offers:
Greater native pricebook functionality
Ability to drill down further into reporting metrics and trust your numbers
Automated tagging features that help increase revenue
Gated work sequences and customizable forms to facilitate accountability across the organization
Offline functionality that allows techs to use our mobile app when out of cell service zones
For more details on these differences, check out our complete comparison article: Housecall Pro vs. ServiceTitan
ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.