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HVAC · Invoicing

HVAC invoices, paid in the driveway.

The invoice for HVAC contractors is the last screen on the job: line items from the work, presented on site, and collected by card, bank, or cash before the truck leaves. Tap to Pay and check capture are planned.

Invoice · No cool

Paid

CH-143
Changeout · 14.3 SEER2, 3-ton split · $8,400
CH-160
Changeout · 16 SEER2 + media filter · $10,900
Collected
Card, bank, or cash, in the driveway
Books
Posted to QuickBooks, one way, after a dry run

Tap to Pay and check capture are planned.

In Core today. One posted price, unlimited people.

The work

The work that gets billed.

  • 01

    Seasonal

    Maintenance plans generate the tune-up visits, renew on stored cards, and carry a checklist for the system type.

  • 02

    Service

    No cool, no heat. Urgency first, the nearest truck next, and the customer texted an ETA.

  • 03

    Install

    Changeouts and new construction tracked across their days: crews, equipment, and permits on the same record as the service board.

Why it matters

The argument, in three rows.

  • Done should mean paid

    The estimate becomes the invoice, the invoice is presented on site, and the payment lands before the truck door shuts. Same day, most days.

  • Every invoice, tracked

    Sent, delivered, opened, paid. Viewed three times and unpaid is a signal, and the follow-up knows it too.

  • Big jobs, billed right

    Deposits, milestone draws, change orders, and retainage on multi-phase work: progress billing from the job record, not a spreadsheet on the side.

HVAC · Invoicing

The money follows the work.

Billed from the job, collected on the drive. The cash loop runs on the same record as the day.

The old way

What Friday billing costs.

  • Two seasons overload one board

    Summer and winter peaks bury dispatch while install crews compete for the same trucks.

  • Renewals slip

    Maintenance agreements lapse quietly when renewal is a spreadsheet column somebody forgets.

  • The paperwork exposure

    Refrigerant logs, warranty registrations, and rebates left incomplete are an audit risk and lost money.

Up close

How it runs.

  • 01

    When they don’t pay same-day

    A follow-up ladder that runs itself: a text at day 3, an email at day 7, a call task at day 14, escalation at day 30. Polite, persistent, and logged.

  • 02

    The details handled

    Tax per jurisdiction, plan discounts applied automatically, and the warranty registered when the payment lands.

  • 03

    Processing at posted rates

    Card and bank processing at the processor’s posted rates, printed on the pricing page, never marked up. Recording cash and checks is free.

The book

Loaded before the first job.

The price book is in Core: build your own. These are sample entries to show the shape. Edit them, or load your own book instead.

  • CH-143Changeout · 14.3 SEER2, 3-ton split$8,400
  • CH-160Changeout · 16 SEER2 + media filter$10,900
  • CH-180Changeout · 18 SEER2 + UV + dehumidifier$13,600

Straight answers

What HVAC contractors ask.

  • What does Thorbis cost for HVAC contractors?

    $99 per company per month, unlimited people, every module as it releases. Plus metered usage. $15 included each month. Nothing on this page is a tier.

  • Is invoicing a separate module?

    No. Invoicing & payments is in Core, on the same record as the board, the estimate, and the invoice, so the HVAC job never leaves the system it started in.

  • Is it built for HVAC contractors specifically?

    The record is the same for every trade; what changes is the work on it. For HVAC contractors that means seasonal, service, and install, which is the day this page is written around, and the sample rows on it are HVAC jobs.

Invoicing for other trades

Start

Invoicing for HVAC contractors, on one record.

$99 a company. Unlimited people: the whole crew. Plus metered usage. $15 included each month.

Coming from a suite? We’ll extract your records.

Rather talk first? Email the team.