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Home / Features / Service Invoicing and Automated Billing Software for Field Jobs

Service Invoicing and Automated Billing Software for Field Jobs

Generate professional invoices and quotes directly from completed jobs. Auto-populated with labor hours, parts used, and customer signatures. Send, track, and get paid — all from one platform.

Service Invoicing and Automated Billing Software for Field Jobs
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Generate Invoices from Field Jobs

Generate Invoices from Field Jobs

Field service billing is often delayed because job data lives in scattered notes, photos, and spreadsheets. By the time the office creates an invoice, details are missing or outdated — leading to disputes and slow payments.

Auto-populated invoices — labor hours, materials, and service details pulled from completed jobs
Instant delivery — send professional invoices to clients right after job completion
No manual entry — eliminate double-handling between field and office

Billing cycles drop from days to minutes — fewer errors, faster payments.

Flexible Pricing and Line Items

Flexible Pricing and Line Items

Field jobs rarely go exactly as quoted. Extra parts, additional labor, or scope changes happen on-site — and billing needs to reflect what was actually delivered without back-and-forth confusion.

Editable line items — add or adjust services, parts, labor costs, taxes, and custom charges
On-the-fly changes — handle unexpected job adjustments without billing delays
Field-office alignment — crews and back office see the same charges in real time

Every invoice matches the actual work — no surprises for clients or your accounting team.

Branded Documents with Auto-Populated Details

Branded Documents with Auto-Populated Details

Manually filling company details, client addresses, and job data into every document wastes time and introduces errors. Inconsistent formatting undermines professionalism.

Auto-branding — company logo, legal details, and contact info embedded in every document
Pre-filled fields — client name, address, job details populated automatically
Consistent formatting — professional, uniform look across all invoices and quotes

Faster document preparation with fewer clerical mistakes — every invoice looks polished.

Full Document Lifecycle — Quotes to Completion

Full Document Lifecycle — Quotes to Completion

A field service job generates multiple documents at different stages — quotes to win the work, work orders for execution, invoices for payment, and completion acts for sign-off. Managing these across separate tools creates gaps and lost records.

Quotes and estimates — create and send proposals to win new business
Work orders — detailed job instructions for transparent field operations
Completion acts — formal sign-offs with client signatures stored in job history

One system for the entire document lifecycle — nothing gets lost.

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Up to 2 team members
Task management & scheduling
Digital Forms
Mobile app for iOS & Android
Reports

Frequently Asked Questions

Can invoices be generated automatically from completed jobs?

No, invoices must be created separately.

Can I customize invoice templates?

Yes. Add your logo, company details, payment terms, tax rates, and custom line items. Every invoice matches your brand.

Does Shifton handle quotes and estimates too?

Yes. Create quotes before the job starts, convert approved quotes to work orders, and then to invoices — full lifecycle in one system.

Can I send invoices directly to clients?

Yes. Send invoices via email or share a link to the client portal. Clients can view and download.

Does invoicing sync with accounting software?

Yes. Invoices sync with popular accounting platforms. Line items, totals, and payment status flow automatically — no double entry.

Can I track payment status?

Yes. Every invoice shows its status — draft, sent, viewed, paid, or overdue. You get alerts for overdue payments.

How much does invoicing cost?

Invoicing is an additional module priced at $5.00 per employee per month, on top of the Tasks base module. You can try it free for up to 55 days.

Ready to transform your field operations?

Join thousands of field service companies that trust Shifton to run smarter every day.