Billing that matches how you actually invoice.
Automated invoicing, recurring billing, payment links, late fees, and dunning, configured to your exact billing process, not a fixed template. Reshape the rules yourself in plain English and it is live. Your billing, exactly the way you run it.
2 fields added
SLA response time + site count on the agreement
Pushed to all reps
Live on every new contract going forward
History preserved
Signed contracts stay exactly as agreed
Live in
Built your way
Everything your finance team would build in Excel, built in.
Batch invoicing, recurring contracts, dunning, late fees, and AR reporting, all native.
One-tap invoicing
Convert completed jobs into branded invoices with line items and photos.
Recurring contracts
Monthly, quarterly, annual: auto-billed, auto-reconciled, auto-renewed.
Online payments
Stripe card, ACH, Apple Pay, Google Pay: one link, all channels.
Late fees & holds
Policy-based penalties and service holds, applied without a human in the loop.
Automated dunning
Escalating reminders on your schedule, stopping the second they pay.
Credits & discounts
Loyalty rules, SLA credits, and goodwill adjustments tracked to the penny.
Audit trail
Every change, who edited, what changed, when, stamped and exportable.
Deferred revenue
Annual contracts recognized correctly across months. Your bookkeeper sleeps better.
AR dashboard
Aging, DSO, collection effectiveness: live, not month-end.
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
HVAC
Maintenance contracts that renew and bill themselves.
Facilities
Monthly per-site billing with per-service line items.
Pest Control
Quarterly recurring with AutoPay, no reminders needed.
Integrations
Plays nicely with the tools you already use
QuickBooks Online
Two-way sync for invoices, payments, and customers.
Xero
Same, for Xero shops.
Stripe
Cards, ACH, AutoPay, disputes, all handled.
DocuSign
Contract e-signatures if you prefer external.
Gmail / Outlook
Invoices from your domain, tracked replies.
Slack / Teams
Big-ticket invoice + payment notifications in channel.