Billing that doesn't wait for a desktop
Create an invoice, send it, and mark it paid — every step works from a phone. Recurring service plans generate a draft invoice each month automatically, ready for you to review and send.
Built for the truck, not the back office
A lot of small service businesses end up batching invoicing for the desktop, at night, after the day's stops are done. That's a natural pattern when the billing screens only really work on a bigger screen. PoolTechDesk's invoicing is designed the other way — every step, from creating an invoice to sending it to marking it paid, works on a phone, at the curb, before you've moved on to the next stop.
Monthly draft invoices for recurring plans
On the 1st of each month, PoolTechDesk drafts an invoice for every active service plan at that plan's rate. You review it — merge in any repair or one-off work from that month, adjust anything that needs it — and send. Nothing goes out to a customer without you reviewing it first.
One-off work, invoiced in one tap
A repair or a one-time job outside the recurring plan converts straight into an invoice from the completed job, with the same line items — no retyping.
Reminders that don't depend on memory
An invoice that passes its due date triggers an automatic reminder email on its own, so a late payment doesn't sit unnoticed just because nobody remembered to chase it.
PoolTechDesk does not process, hold, or transmit payments. Invoices are documents you send to your customers; how they pay you — check, cash, bank transfer, or your own payment processor — stays entirely between you and them.
Billing questions
Can I really create and send an invoice from my phone?
Yes — creating an invoice, sending it, and marking it paid all work on a phone, without needing a desktop for any step.
Does PoolTechDesk process payments?
No. PoolTechDesk does not process, hold, or transmit payments. An invoice goes out as a document to your customer; you mark it paid once you've actually been paid, by whatever method your customer used (check, cash, bank transfer, or a payment link from your own processor). The payment itself happens directly between you and your customer, outside PoolTechDesk.
How does monthly billing work for recurring service plans?
A draft invoice generates automatically at the start of each month for every active service plan, using that plan's rate. You review it, merge in any one-off repair charges from that month, and send — nothing goes out automatically without your review.
What happens to an overdue invoice?
Invoices past their due date trigger automatic reminder emails, so a late payment doesn't depend on someone remembering to follow up manually.