Close the job and the invoice is already written.
Steddy writes the invoice from the job the moment it closes. The homeowner can pay before the tech leaves, and the office sees the payment land.
Book a demoFifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.
The office
Jobs
Manage your service jobs
- Ongoing 3
- Scheduled 5
- On hold 1
- Quote sent 2
- Completed 9
- Cancelled 1
- JOB-1042R. Moretti RydeHot water changeoverJosh KealyFinishedPaid$2,17817 Sep 9AM – 11AM
- JOB-1040S. Walsh EastwoodDrain clearingMarco FerranteFinishedPaid$33017 Sep 8AM – 10AM
- JOB-1043P. Lam MeadowbankToilet repairBen OstrowskiFinishedUnpaid$26417 Sep 12PM – 1PM
- JOB-1036K. Fraser GladesvilleLeak detectionMarco FerranteFinishedPartial$49516 Sep 1PM – 3PM
Complete jobThe invoice is written, and JOB-1042 shows Paid
The tech's phone
Finish job
- Work done
- Charges
- Payment
- Signature
- Review
Review
- Invoice total
- $2,178.00
- Payment
- Card / EFTPOS · $2,178.00
- Balance after today
- $0.00
From the finished job to the money in the account
The job closes
The office
Steddy writes one invoice from the job, with the accepted quote's lines on it. Any payment already taken, deposits included, is counted against it. The office can close a job too.
INV-1042R. Moretti · Ryde
PaidPaid in full
$2,178.00
- Job
- JOB-1042
- Technician
- Josh Kealy
- Closed from
- Steddy app (on site)
- Subtotal
- $1,980.00
- GST (10%)
- $198.00
- Total
- $2,178.00
Sample invoice INV-1042 for an Australian business, rebuilt from the invoice view in Steddy. The tech's phone
The tech finishes it on their phone: the work done, the charges, the payment, the customer's signature, then Complete job. The invoice exists before the tech is back in the van.
The homeowner pays
The office
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 tech'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: cash, card on your own terminal, bank transfer, or Invoice later.
Recording a payment needs signal. Without it, the job finishes as Invoice later and the office follows up.
The job marks itself paid
The office
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.
- 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
- Issue a 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.
Jobs
- JOB-1043P. Lam MeadowbankToilet repairBen OstrowskiFinishedUnpaid$26417 Sep 12PM – 1PM
- JOB-1036K. Fraser GladesvilleLeak detectionMarco FerranteFinishedPartial$49516 Sep 1PM – 3PM
- JOB-1031L. Haddad EppingGas fittingJosh KealyFinishedUnpaid$61015 Sep 10AM – 12PM
Sample jobs for an Australian plumbing business that are not paid in full, rebuilt from the Jobs screen in Steddy. The tech's phone
Office only. Steddy Crew records a payment the tech took. It never takes a card itself.
Square's standard published rate in Australia
A card payment through the invoice link is an online payment. In Australia, Square's standard published rate for an invoice paid online is 2.2% per transaction, with no fixed fee. Your account's rate can differ.
Source: Square Australia's pricing page, checked .
Watch a job get invoiced and paid.
Fifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.