Every day an invoice sits, your money sits.
Small HVAC shops write invoices on Friday nights and mail them Monday. That's a full week between service and payment — every single job.
- Invoices batched for Friday night = 7 days late by default
- Overdue collections eat 4 – 6 hours a week
- Customers say 'I never got the invoice' and you can't prove otherwise
Invoice at completion. Get paid before the truck's back at the shop.
Tech marks the job complete. Ratchly builds the invoice from the parts used and time on site. Owner reviews on a phone and hits Send. Customer pays from the SMS link.
Auto-drafted from the job
Line items pull from the work performed and parts consumed.
Branded PDFs
Your logo, colors, and terms on every invoice.
Automatic dunning
Polite reminders at day 7, 14, and 30 so overdue invoices don't pile up.
Delivery receipts
See exactly when a customer opened the invoice — proof-of-delivery for every dispute.
See it in the real product.
Every screenshot below is a live capture from a Ratchly account — not a mockup.
Invoices list
Filter by status: draft, sent, viewed, paid, overdue.
Live dashboard totals
Overdue, awaiting payment, and month revenue on the owner dashboard.
What it means for your shop.
- Days-to-payment drops from ~30 to ~7
- Fewer collections calls and awkward reminders
- Owners see cash position without opening the books
Invoices — quick answers.
Can I email an invoice AND text a payment link?
Yes. Both channels are one click from the invoice screen.
Does it work with QuickBooks?
Yes. Export any date range to CSV — QuickBooks Desktop and Online both import it directly.
Related features
Payments
Powered by Stripe at pass-through pricing. No lock-in, no per-transaction markup from Ratchly.
Learn moreOperationsEstimates
Good / Better / Best on one page, sent by SMS, signed on the customer's phone, converted to an invoice the same afternoon.
Learn moreOperationsJob Management
Ratchly ties the customer, unit, estimate, invoice, and every tech note to one job so nothing gets lost in a text thread.
Learn more