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.
A dunning ladder, not a reminder
Day 3 nudge, day 14 firmer, day 30 to the account owner, day 45 service hold — each step waits its real interval, survives a restart, and the whole ladder cancels itself the moment payment lands.
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.
Paid in QuickBooks means paid here
Invoices and bills you pushed to QuickBooks or Xero are polled for their real settlement state and reflected back onto the job that produced them — so nobody chases an invoice the accountant already marked paid.
Collect in the field
Tap to Pay on the tech's phone at close-out, or a pay-by-link on the invoice. The payment posts against the job, not into a separate processor report.
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.
Native e-sign
Contracts signed on the device, stamped to the record.
Gmail / Outlook
Invoices from your domain, tracked replies.
Slack / Teams
Big-ticket invoice + payment notifications in channel.
AI agents
The AI agents that close the month
Billing is where money quietly leaks. These are the agents that find the leak.
Document Intelligence
Parses the incoming PO, vendor bill or signed contract into the fields the invoice needs — including the terms that decide when you're allowed to bill.
Watcher Agent
Surfaces the expensive silences: a completed job never invoiced, an invoice aging past terms, a contract renewing next month that nobody has priced.
Calling Agent
Runs the reminder and dunning calls on your ladder, and stops the entire sequence the moment the payment clears.