The operating system
for field service.
Built for HVAC · Electrical · Plumbing · General Contractors
Schedule jobs, dispatch techs, track inventory, capture signatures, and invoice clients — all from one platform built for the way your team actually works.
Job Management
Every job, tracked from dispatch to completion.
Create work orders, assign technicians, and track status in real time. Filter by tech, date, or status — your whole job pipeline at a glance.
- Grouped by date with status badges
- Filter by tech, status, or date range
- One-click job calendar view
- Auto-generate invoice from completed job
Scheduling
A full team calendar built for field service.
See every scheduled job on a calendar. Spot gaps, avoid conflicts, and keep your techs fully booked without double-booking anyone.
- Monthly calendar with job events
- Color-coded by job status
- Click to open job detail
- New job directly from calendar
Client Management
Every client. Every invoice. All in one place.
Full client profiles with contact info, invoice history, equipment, signatures, and outstanding balances — searchable in seconds.
- Invoice history with paid/outstanding totals
- Equipment list per client
- Overdue balance at a glance
- One-click to create new invoice
Reports & Analytics
Know your numbers. Grow your business.
Revenue charts, invoice breakdowns, top clients by spend, mileage logs, procurement summaries, and year-end reports — all exportable to CSV.
- Revenue vs invoiced chart over time
- Procurement & vendor spend report
- Year summary for tax prep
- Client-level report with full history
- Mileage tracking for field teams
How it works
Up and running in minutes.
No long onboarding. No consultants. Set up your workspace and start invoicing the same day.
Set up your workspace
Invite your team, add your clients, and configure your business details in minutes. No technical setup required.
Schedule jobs & dispatch
Create jobs, assign technicians, manage your calendar, and keep your whole team in sync from one dashboard.
Invoice & get paid
Generate professional invoices with digital signatures, send via email, and track every payment automatically.
Mobile Apps
Your whole team, connected.
The web platform runs dispatch and billing. Two companion mobile apps keep your techs and owners in sync from anywhere.
NextInvoice Tech
For field technicians
Your techs see only what they need — their assigned jobs, sorted by Today, Tomorrow, This Week, and Upcoming. Clock in, complete work, attach photos, add parts from inventory, and capture the client signature, all from their phone.
- Jobs grouped by Today / This Week / Upcoming
- Clock in & out with elapsed time timer
- Before, after & general job photo upload
- Add parts from inventory catalog on the job
- Capture client signature on completion
- Offline mode — works without internet
NextInvoice Admin
For owners & office managers
Dispatch jobs and manage clients from your phone when you're away from the desk. The admin app gives owners and office managers the core controls they need, right in their pocket.
- Dashboard with today's jobs, open & completed stats
- Full job list with status filters
- Create new jobs with full form — same as web
- Assign techs and schedule date & time
- Client list — search and view profiles
- Push notifications when techs complete jobs
Platform Modules
Everything your team needs.
18 modules built into one platform. AI assistant and QuickBooks sync available as paid add-ons.
Invoices & Estimates
Create professional invoices and field survey estimates with line items, labor rates, taxes, and discounts.
Job Scheduling
Schedule jobs, assign technicians, track status, and view your full team calendar in one place.
Contracts & Recurring Billing
Set up recurring contracts with auto-bill. Invoices generate automatically on each billing cycle.
Client Management
Full client profiles with invoice history, equipment, signatures, and outstanding balances.
Equipment Tracking
Track equipment per client — make, model, serial number, and full service history all in one place.
Inventory & Parts
Manage your parts catalog, import via CSV, and search inventory in real-time while building invoices.
Purchase Orders
Create and manage POs to vendors, track approval status, and convert directly to invoices.
Digital Signatures
Capture client signatures on any device. Embedded directly into the PDF — no printing required.
Shift Planner
Schedule employee shifts, manage leave requests, handle swap approvals, and print weekly rosters.
Vendor Management
Manage vendor contacts, track purchase orders by vendor, and monitor open balances at a glance.
Job Photos
Attach before and after photos directly to jobs. Document every visit with a visual paper trail.
Reports & Analytics
Client reports, procurement summaries, mileage tracking, and full year-end revenue breakdowns.
Email Notifications
Automated appointment reminders to clients, job completion alerts to admins, and invoice delivery.
Client Portal
Clients view, approve, and sign estimates and invoices via a secure branded link — no login needed.
Import & Export
Bulk import clients, inventory, invoices, and vendors via CSV. Export your data anytime.
Team & Permissions
Invite admins and technicians with role-based access. Every workspace is fully isolated and secure.
AI Help Bot
ChatGPT-powered assistant built into your dashboard. Ask anything about NextInvoice and get instant answers. Paid add-on.
QuickBooks Integration
Two-way sync with QuickBooks Online — clients, invoices, and payments stay in sync automatically. Paid add-on.