Steddy

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
Sample jobs for an Australian plumbing business, rebuilt from the Jobs screen in Steddy, with sample counts.

The tech's phone

Finish job

  1. Work done
  2. Charges
  3. Payment
  4. Signature
  5. Review

Review

Invoice total
$2,178.00
Payment
Card / EFTPOS · $2,178.00
Balance after today
$0.00

Complete job

Sample job for an Australian business, rebuilt from the last step of Finish job in Steddy Crew.

From the finished job to the money in the account

  1. 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

    Paid

    Paid 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.

    What the tech sees in Steddy Crew

  2. 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.

  3. 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.

Book a demo

Fifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.

Next: track every job from booking to paid.