Invoicing & Payments Engine

Built for field service billing

Get paid without the spreadsheet math, or the awkward call asking where the check is.

FieldGauge's Billing gives plumbing, HVAC, electrical, roofing, landscaping, and field service businesses one financial engine for invoices, payments, deposits, and receipts — accepting Stripe and Square, with every dollar tracked in exact decimal precision instead of rounded floats.

A signed estimate becomes an invoice automatically, with the line items frozen exactly as quoted — so a pricebook change next month never rewrites a bill you already sent.

Why it matters

Getting paid shouldn't be the hardest part of the job.

Most field service businesses lose money and time not on the work itself, but on the invoice that follows it.

Rounded numbers add up to real money.

A few cents of floating-point rounding error on every line item compounds across hundreds of invoices. FieldGauge tracks every dollar in exact decimal precision, so totals always add up to the penny.

Nobody wants to retype a signed estimate.

Copying line items from an accepted quote into a separate invoice tool invites typos and mismatched totals. FieldGauge converts an accepted estimate straight into an invoice — line items snapshotted exactly as signed.

Big jobs need more than one lump-sum bill.

A full remodel or install shouldn't force an all-or-nothing invoice. FieldGauge supports deposit, progress, and final invoices — as a fixed amount or a percentage of the job — tied back to the same estimate.

Customers shouldn't see your margin.

A generic PDF invoice or a shared spreadsheet can accidentally expose internal cost and profit. FieldGauge's public payment portal never displays cost or margin — customers see only what they owe and how to pay it.

The system behind the invoice

How the FieldGauge Billing engine works.

Every invoice is built from real numbers, tracked through a real lifecycle, and closed out without a manual reconciliation.

1

Create the invoice

From scratch, from an accepted estimate, or from a completed job.

Build an invoice by hand, or convert a signed estimate directly — line items snapshotted exactly as accepted, so later pricebook or catalog changes never rewrite a bill that's already gone out. Choose standard, deposit, progress, or final billing, as a fixed amount or a percentage of the total.

2

Get paid your way

Card, payment link, or a manual cash/check entry.

Accept payment through Stripe or Square, send a standalone payment link, or record a manual payment for cash, check, or an external terminal. Partial payments can be allowed so a customer isn't blocked from paying something toward a balance.

3

Track the full lifecycle

Draft, Sent, Viewed, Partially Paid, Paid, Overdue.

Every invoice moves through a real status lifecycle automatically as it's sent, opened, and paid — so you always know at a glance what's outstanding versus what's actually settled, without cross-checking a bank statement.

4

Let customers pay without a login

A secure link, nothing internal ever exposed.

Every invoice gets a token-secured public payment link — no account or password required. The portal shows the customer exactly what they owe and how to pay it; internal cost and margin figures are never included in what's rendered.

5

Close the loop

Receipts, refunds, and reminders — handled automatically.

A sequentially numbered receipt is generated the moment a payment succeeds. Refunds are tracked against the original payment, and reminder emails go out on a schedule you control — days before the due date, not after you've already noticed it's late.

No spreadsheet math. No chasing checks by hand. Just numbers that add up and a bill that gets paid.

Connected to FieldGauge

Not just an invoice. The last step of a job that's already tracked.

A signed estimate doesn't sit waiting to be billed by hand — it converts into an invoice automatically, the payment closes the loop back to the CRM record, and the whole thread is visible from the very first lead.

  • Estimate is signed

    Invoice generated with frozen line items

  • Customer pays via the portal

    Receipt issued automatically

  • Balance tracked to zero

    Reminders handle anything still open

What's in Billing

Everything you need to invoice, collect, and reconcile.

From the first draft invoice to the closed-out receipt, FieldGauge's Billing keeps every piece connected.

Precise Decimal Money

Every amount tracked in exact decimal precision — no floating-point rounding drift across thousands of invoices.

Estimate & Job Conversion

Turn a signed estimate or completed job into an invoice in one step — line items snapshotted, never re-typed.

Deposit, Progress & Final Billing

Bill a job in stages — a fixed amount or a percentage of the total — instead of forcing one lump-sum invoice.

Stripe & Square Payments

Accept card payments directly, or send a standalone payment link a customer can pay without ever seeing an invoice.

Public Payment Portal

A secure, token-based link — no login required, and internal cost or margin is never part of what renders.

Partial Payments

Let a customer pay toward a balance instead of being blocked until they can cover the full amount.

Refunds & Receipts

Refunds tracked against the original payment, with a sequentially numbered receipt generated and sent automatically.

Payment Reminders

Set your own reminder schedule — days before the due date — so overdue invoices get chased automatically.

Recurring Billing

Set up service plans and recurring billing agreements with their own interval, trial period, and pricing.

Fewer
manual entry errors and mismatched totals
Faster
turnaround from signed estimate to paid invoice
Safer
margins that customers never see

Build the ledger everything else runs on

Stop chasing payments by hand. Start getting paid automatically.

FieldGauge's Billing keeps every invoice, payment, receipt, and refund connected — so your team collects what's owed without a spreadsheet, a sticky note, or an awkward phone call.