Invoices and leads from the field

Create a custom invoice in the field

1. 1Route tab → Create Invoice (in the actions list; requires the create-invoices permission and an internet connection). Alternatively, from a job's Invoice History screen tap New (top right) — this pre-fills that job's customer and service location.
2. 2Tap Customer to pick the customer (search, or "Add New Customer"). The service location defaults to the customer's first location and can be changed. The customer must have an email on file — a warning shows if not.
3. 3Add Line Items (description, amount, and optional details) — at least one is required — and any Discounts (description plus a flat dollar amount). A running Subtotal/Total shows below.
4. 4Under Payment, choose Send Invoice (email the customer a pay link) or tap one of the customer's saved cards or bank accounts to charge it when the invoice is created.
5. 5Optionally add Notes and a Due Date (blank uses the company's default payment terms).
6. 6Tap Create & Send Invoice (or Create & Charge when a payment method is selected) at the bottom. A confirmation shows the outcome — sent, charged, ACH processing, needs card verification, or declined. The button is disabled while offline.

• If a saved credit card is selected (or on send, for companies on self-owned billing), a "Pass the credit card processing fee to the customer" checkbox appears. It's hidden for non-credit cards and in states where surcharging is restricted.
• A Default badge marks the payment method the customer uses for AutoPay, so you know which card they'd expect to be charged.
• Adding a brand-new card isn't available on mobile — use a saved payment method, or send the invoice and let the customer pay by link.

It's the same custom/ad-hoc invoice as the web dashboard — see create and manage invoices and accepting online payments.

Browse and manage invoices

• To browse every invoice: Route tab → Invoices (needs the view-invoices permission) — all the company's invoices with status filter chips (All / Open / Overdue / Paid / Draft / Void), just like the web Invoices page. Tap one to open its detail.
• The search box ("Search invoices...") finds invoices by customer name, email, phone number, or invoice number.
• For a single customer's invoices, open a job for that customer (Stops or Routes → a stop → job detail) → the Invoices card ("All invoices for this customer"). The older Invoice History card on the same screen lists only that one job's invoices.
• Creating an invoice drops you straight onto its detail screen.

The invoice detail screen

• The status badge covers the full lifecycle: Draft, Awaiting Payment, Paid, Void, and — when money has gone back — Refunded or Partially Refunded.
• A Refunds section lists each refund with its amount, reason, date, and status (Completed / Pending / Failed), and the totals add Refunded and Remaining rows.
• Voided manual payments stay on the item list — struck through, with the void reason — so the audit trail is visible from the phone. See recording and voiding manual payments.
• Some invoices show a View Invoice Online button that opens the hosted invoice page in your browser (it appears on older Stripe-hosted invoices; newer ones use the pay link instead).

When you have the matching permissions, an Actions section appears with:

• Edit Invoice (draft/open, self-owned billing) — change line items, discounts, notes, and due date, then Save Changes and choose "Save & email" or "Save, no email". Two guardrails: the new total can't go below what's already been paid ("Refund a payment first"), and removing all charges prompts "Void invoice?" — "This edit removes all charges, which will void the invoice."
• Charge Saved Card — pick one of the customer's saved cards or bank accounts to charge the amount due now; the result (paid / processing / needs verification / declined) is shown.
• Record Payment — enter an amount and description (e.g. Cash, Check #123) to mark a manual payment.
• Resend Email — re-send the invoice/pay-link email to the customer.
• Void Invoice — cancel a draft/open invoice, choosing "Void & email" or "Void, no email". "Voiding cancels the invoice. This cannot be undone."

Bill a purchased chemical to the customer's next invoice

Bought a case of shock for one customer mid-route? You don't need to build an invoice for it. Open the job's Upcoming Schedule (from Job Details), tap a route day, and the day screen has an Add Purchased Chemical button at the bottom:

1. 1Select Job — pick which of that route's jobs (customers) to bill.
2. 2On the "Bill to {customer}" step, pick the chemical from your chemicals list (price and unit prefill), set the quantity, and adjust the customer price if needed.
3. 3Tap Bill Chemical. As the screen says: "This chemical will appear as a line item on the customer's next invoice."

The charge rides the job's normal billing cycle as a chemicals line item, and it works for any job regardless of its chemical billing mode.

Create and send quotes

Route tab → Create Quote under the Sales heading (needs the create-quotes permission and an internet connection). Pick the Job Type first — it changes the whole form:

• Work Order — a one-time job quote: line items plus Discounts that can be a flat dollar amount or a percentage (tap the $/% toggle).
• Maintenance — a recurring-service quote: Billing Mode (Per Visit / Monthly / External), the rate, and Chemical Billing (billed separately, all included, or specific chemicals included) — the same options as creating a maintenance job.

• Tasks can come from task templates, an Apply Group pick, or a new template built inline — with a "Show tasks to customer in email and portal" checkbox controlling whether the customer sees the task list on the quote.
• Add up to 5 photos, a Customer Message (goes in the quote email) and Internal Notes (team-only).
• Valid For sets the expiration: 7, 14, 30 (default), 60, or 90 days from when the quote is sent.
• Two ways out: Save as Draft (anyone with quote-create permission — the office reviews and sends from the web) or Save & Send, which admins and owners see to email the quote on the spot.

Deposits, acceptance tracking, and the customer's side of quotes are covered in quotes.

Work leads from the field

1. 1Route tab → actions list → under the Sales heading, Leads (needs the "View website leads" permission and an internet connection).
2. 2It opens the same lead list as the web dashboard, newest first, with the same status filter chips (All / New / Contacted / Walkthrough / Converted / Archived). Each row shows the lead's name, their service/address line, a status pill, and the channel it arrived on (PHONE CALL / TEXT / WEBSITE / MANUAL).
3. 3Tap a row for the lead's page: tap-to-call and tap-to-email on the phone number and email, the address, the service needed, and notes. The pencil icon in the header edits the lead's details in place.

The same quick actions as the web work here with the "Manage website leads" permission: Convert to Customer, Schedule Walkthrough, Mark Contacted, Mark Converted, and Archive/Restore. Below that is the same connected activity as the web: AI scheduling proposals (Approve/Decline inline with the "Approve scheduling" permission), calls (tap for the transcript in the Comms tab), and texts (tap to open the conversation in the Comms tab). See leads for the full picture.

• Convert to Customer opens the Add Customer form with the lead's name, phone, and email prefilled and its address seeded into the address search — pick the matching suggestion to pin the service location. Creating the customer marks the lead Converted automatically.
• Schedule Walkthrough on mobile is a simple picker (not the web's month calendar): choose a technician and a date, and a card shows which route it will land on. If that tech has no route that day, the walkthrough goes to the open pool instead of blocking, and the lead moves to "Walkthrough Scheduled".
• The "+" button on the leads list adds a lead by hand (name, phone, email, address, source, service needed, notes) — for someone who flags you down at a house.

Frequently asked questions

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