Close the job and the invoice is already written.

From the finished job to the money in the account

1. 1

   The job closes

   The tech finishes it on their phone, or the office closes it. Steddy writes one invoice from the job, and any payment already taken is counted against it, deposits included.

2. 2

   The homeowner pays

   The invoice goes by email in your business's name, with a button to pay online through your own Square account. Or the office sends the pay link straight to the homeowner's phone. The homeowner can also pay the tech on site, by card on your own terminal or in cash. The tech records it in Steddy Crew before leaving.

3. 3

   The job marks itself paid

   When the homeowner pays by card through the invoice link, the invoice and the job update on their own. A payment the tech records on site counts against the invoice the same way.

What the office sees without chasing anyone

Unpaid, partly paid, paid

On every job, worked out from the payments against it. Filter the jobs list to the unpaid ones.

Awaiting payment

A running count of finished jobs that haven't been paid in full. The list to work through on a Monday.

Refunds and disputes

Refund in Square and it comes back to the job. If a cardholder disputes a payment, the invoice says so.

The card fee

Square's fee is recorded against each Square payment, so the job's profit already has it taken out.

Xero

Invoices, payments and credit notes go across to Xero. A payment recorded in Xero comes back to the job. Included in every plan, at no extra charge.