Bill the work while the customer still remembers it
Invoices built from completed work, payments recorded against them, receipts and PDFs the customer can retrieve — and a clear view of what is still outstanding.
Why this is worth solving
Cash flow in field service is usually a paperwork problem wearing a finance costume. The job finished on Tuesday, the invoice went out the following Monday, and the customer's memory of the value delivered faded somewhere in between.
Partial payments make it worse. Without a record of what was paid against which invoice, “outstanding” becomes an opinion.
What it looks like
What you get
Invoices come from the work
An invoice is raised against real jobs and line items rather than retyped from a work order, so what you bill matches what your technician recorded.
Payments recorded against the invoice
Payments attach to the invoice they settle, including partial payments, so paid, part-paid, and overdue are states you can filter — not a spreadsheet somebody maintains.
Online payment and receipts
Customers can pay an invoice and retrieve its PDF and receipt through the client portal, which removes most of the “can you resend the invoice” traffic.
Recurring invoices from service agreements
A service agreement can act as a recurring invoice driver: when it is active and set to auto-invoice, ServusOne generates draft invoices on the agreement's billing cadence for you to review before they go out. It does not generate recurring work orders, reminders, or schedules — those come from the maintenance-plan lifecycle instead.
Straight answers
Does ServusOne support recurring billing?
Yes, within a specific meaning. An active service agreement with auto-invoicing enabled generates draft invoices on its billing cadence, which you review before sending. The agreement does not itself create recurring work orders, reminders, or scheduled visits.
Does ServusOne connect to my accounting package?
Public accounting integrations are not currently offered. QuickBooks Online and Xero are development-only and are not current public ServusOne integrations.
Put it against a real week of work
The 14-day trial starts without a card, and the plans are published in full if you would rather look at those first.