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HVAC and plumbing: the Invoice Desk

Can AI turn the service tickets into invoices?

Usually, yes. A tech closes a ticket and the desk prices it from your price book and drafts the invoice. Your office sends it.

Request a free review See the whole job
Invoice DeskSample firm, sample job
What came in
  • Field appTech's ticket: no cooling, capacitor replaced
  • PhotoNameplate and the old part
  • SpreadsheetPrice book 2026.xlsx
  • QuickBooksYour QuickBooks
Nobody retyped any of it.
What the desk did 0:00
  • Read the ticket, notes and photos0:09
  • Priced labor and parts from your price book0:14
  • Checked the customer's service agreement0:06
  • Applied the member discount0:03
  • Drafted the invoice in QuickBooks0:17
  • Logged the part for warranty0:04
Staff hours: 0
What came back to you
Invoice: no-cooling call
Labor and parts from your price book
Service agreement discount applied
Part logged for warranty
Waiting on the officeSend
This month, sample firm
360tickets invoiced
30office hours back
$926of payroll not spent
Sample shop: 360 tickets a month at 5 minutes each, at the BLS median admin wage loaded for benefits. Your numbers go in on the call.

One ticket, start to finish.

  1. Reads the ticket, notes and photos.

  2. Prices labor and parts from your price book.

  3. Applies the customer's service agreement.

  4. Drafts the invoice in QuickBooks.

  5. Logs warranty parts. Your office sends it.

Where it stops.

These stay with a person, every time.

Sending the invoice.
A price it can't find. It says so, never guesses.
The customer and the tech.

You win, we win.

Our monthly fee is about a quarter of what the work costs you now, set in your own numbers at the review. You keep the rest.

The next office hire

  • Every year they stay
  • Weeks to learn your price book
  • Out sick in the first heat wave
$47,540a year, before benefits

The Invoice Desk

  • You keep the other three quarters
  • There's a minimum; the review tells you if your work clears it
  • Not running the agreed jobs by day 90? Cancel and keep what was built
About 25%of what the work costs you now

Wage: US median for secretaries and administrative assistants, Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025.

Start with a free review.

60 to 90 minutes, in your office or on a screen share.

  1. Show us how a ticket becomes an invoice.

  2. Get a proposal in your numbers.

  3. Decide. It's good for 14 days.

Proof, the honest version

The ticket above is a sample. Client names and hours go here when owners say yes.

Your data

  1. Yours, exportable any day.

    No fee, no notice.

  2. Your rules are a document you keep.

    Readable without us.

  3. Never used to train anything.

    Your files run your desk only.