WerkOps for HVAC Contractors

HVAC Invoicing Software That Gets You Paid the Same Day

Stop chasing checks for 30, 60, and 90 days. WerkOps sends professional invoices with a payment link — customers pay by card or ACH before you leave the job site.

Start Free 14-Day Trial See Pricing

No credit card required · Starts at $149/mo · Stripe payments built in

The collection problem

Why HVAC contractors leave cash sitting on the table for months

❌

Checks that never arrive

Customer said they'd mail a check. That was three weeks ago. You've called twice. Your bookkeeper has called once. The money still isn't in your account.

❌

Invoices buried in email

You emailed a PDF invoice. It went to spam, or they forgot, or they printed it and lost it. Meanwhile you're paying your suppliers on time.

❌

No visibility into what's outstanding

Which jobs are unpaid? Which are 30 days late? Which customers have three unpaid invoices? Without a system, you're guessing.

❌

Techs collecting cash with no record

Cash collected in the field disappears into pockets or gets lost in the shuffle. You have no idea what was collected, by whom, or on which job.

What you get

HVAC invoicing that gets paid — not ignored

Every feature an HVAC contractor needs to invoice professionally and collect reliably.

Stripe Payments Built In

Connect your Stripe account once. Customers pay by credit card or ACH bank transfer directly from the invoice link. Funds hit your account in 1-2 business days.

One-Click Estimate Conversion

Approved an estimate? Turn it into a paid invoice in one click. All line items, tax, and customer info carry over — zero re-entry.

Automatic Payment Reminders

Overdue invoice? WerkOps sends reminder emails automatically on the schedule you set. Customers can pay directly from the reminder.

Customer Payment Portal

Customers log into their own branded portal to view invoices, download receipts, and pay outstanding balances — without calling you.

Partial Payments and Deposits

Collect a deposit to book the job. Collect the balance on completion. Split payments are tracked and matched to the correct invoice automatically.

QuickBooks Online Sync

Invoices, payments, and customers sync to QuickBooks Online. No double-entry. Your bookkeeper sees real-time data without touching WerkOps.

Invoice Aging Report

See every open invoice sorted by age — current, 30, 60, and 90+ days. Know exactly who owes what without building a spreadsheet.

PDF Download and Print

Every invoice exports as a clean, branded PDF. Print it in the field, email it, or hand it to a customer who prefers paper.

How it works

Job complete. Invoice sent. Money in your account.

Mark the job complete

Tech completes the job and marks it done on the field app. The job moves to invoicing in your dashboard automatically.

Send the invoice

Review the invoice, add any parts used on site, and send. The customer gets an email and SMS with a payment link — instantly.

Customer pays on their phone

They tap the link, enter their card or bank info, and pay. The whole thing takes 90 seconds. You get a payment notification.

Money deposits to your bank

Stripe processes the payment and deposits to your business account within 1-2 business days. No waiting for checks to clear.

Flat-rate pricing

$149/month. Unlimited invoices. Stripe fees are separate.

WerkOps charges a flat monthly rate — not a percentage of your invoices. Stripe charges the standard 2.9% + 30 cents per card transaction (ACH is 0.8%, capped at $5). You keep the rest.

Start Free 14-Day Trial

No credit card required · See all plans

Frequently Asked Questions

How does HVAC online payment work with WerkOps?

WerkOps connects to your Stripe account. Customers receive an invoice link via email or SMS and can pay by credit card or ACH bank transfer directly from their phone. Funds deposit to your bank account within 2 business days.

Can I convert an estimate to an invoice in WerkOps?

Yes. Once a customer approves an estimate, you can convert it to an invoice in one click. All line items, pricing, tax, and customer information carry over automatically — no re-entry required.

Does WerkOps send automatic payment reminders?

Yes. WerkOps sends automatic payment reminder emails on overdue invoices at intervals you control. Most shops use a 3-day, 7-day, and 14-day sequence. Customers can pay directly from the reminder email.

Can I sync WerkOps invoices with QuickBooks?

Yes. WerkOps integrates with QuickBooks Online. Invoices, payments, and customer records can sync to your QBO account, eliminating double-entry and keeping your books current.