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Square for HVAC Professionals HVAC software to help manage jobs from schedule to payment
Send HVAC invoices from the field or the office
Send invoices on the go
Create and send HVAC invoices from the field or the office. Use digital invoicing to share bills by email, SMS where available, or link, then track everything in one place with dashboard.
Get paid on site
Take payment as soon as the job is done with supported cards, mobile wallets and other eligible payment types. Pair your invoicing workflow with Square Terminal or Square Reader to accept in-person payments at the van, the worksite or the door.
Automate repeat billing
Set up recurring invoices for maintenance plans, scheduled servicing and other repeat work. Securely store cards on file with customer authorisation and automate reminders so your HVAC invoicing workflow has less manual follow-up.
Keep customer records tidy
Store contact details, payment history and authorised cards on file in one place so every repeat callout starts with context. With customer directory, you can quickly find past invoices, payments and customer notes.
More tools to help manage your HVAC business
Take remote card payments
If a customer wants to pay over the phone instead of through an invoice link, you can process the payment from your computer. This can be useful for urgent repairs, after-hours jobs and deposits.
Track invoices and payment activity
See paid, unpaid and overdue invoices in one view, then use reporting to understand payment timing, sales trends and repeat business. Square analytics helps you review sales and payment trends.
Stay connected with customers
Keep customer details, service history and outreach tools connected so you can manage follow-up from one system. You can manage relationships across invoicing, payments and marketing from one place.
Standardise job contracts
Send contracts alongside estimates for installs, maintenance agreements, and change orders, so scope and terms are documented before work starts.
"Before we used Square Invoices, we used paper invoices for everything. With the Square Invoices technology, we are able to save 40 hours a week in billing that can be dedicated to serving our clients better."
Anna
The Largo Group
Hardware that helps you get paid on the spot
Square Reader
Be ready for any sale, anywhere, with a portable design that pairs with your device.
Square Terminal
Sell where it makes sense for you with a compact, all-in-one device that also prints receipts.
Square Reader
Be ready for any sale, anywhere, with a portable design that pairs with your device.
Square Terminal
Sell where it makes sense for you with a compact, all-in-one device that also prints receipts.
Plans for any stage
Free
Have what you need to get paid faster
$0/mo
Includes:
Unlimited invoices, estimates and contracts
Unlimited user accounts
Unlimited customers
Project tracking
Accessible from anywhere
Payment link sharing
24/7 payment acceptance
Plus
Most popular
Continue to grow your business with advanced, time-saving features to streamline work and billing
$30/mo
Includes:
Everything in the free plan
Milestone-based payment schedules
Multi-package estimates
Estimate to invoice conversion
Custom invoice templates
Custom fields for invoices and contracts
Batch invoices
Next steps for running a stronger HVAC invoicing workflow
Start sending HVAC invoices customers can pay online or in person
FAQ
What is HVAC invoice software?
HVAC invoice software is a tool for creating, sending and tracking invoices for repair, installation and maintenance work. It helps you bill for labour, parts, deposits and recurring service plans from one place, instead of relying on paper invoices or disconnected apps.
Can I send HVAC invoices from my phone?
Yes. You can create and send invoices from your phone, tablet or laptop, which is especially useful when you're moving between jobs. Square can help field teams send bills by email, SMS where available, or shareable link without going back to the office.
Can customers pay HVAC invoices online?
Yes. Customers can pay digital invoices online with a credit or debit card, Apple Pay, Google Pay and Afterpay2, offering eligible customers additional ways to pay. For in-person collection after a job, you can also take card payments with hardware like Square Terminal.
Can I take deposits for HVAC jobs?
Yes. You can request a deposit before work starts and set a separate due date for the remaining balance. This is useful for larger installations, special-order equipment and HVAC jobs where you need commitment before scheduling labour and materials.
Does Square support recurring HVAC invoicing?
Yes. You can schedule recurring invoices daily, weekly, monthly or yearly for maintenance agreements and ongoing service plans. You can also store cards with customer authorisation using customer directory to automate repeat billing and reminders.
Can I turn an estimate into an invoice?
Yes. Square lets you send estimates first, then convert accepted work into an invoice so you don't need to rebuild the job details. That can help reduce duplicate data entry and make HVAC invoicing easier when your quote is approved.
Does Square offer custom pricing for large businesses?
Yes. Businesses that process over AUD 250,000 per year in card payments may be eligible for custom processing rates and discounts on Square software and add-ons. To find out if your business qualifies, contact the Square Sales team.
Pricing and features referenced reflect available Square information for Australia invoicing tools and hardware at time of writing. Processing fees vary by payment type in Australia: 1.6% per in-person transaction, 2.2% per online transaction and 2.2% per manually entered or card-on-file transaction. Next-day transfers are available at no extra cost. Afterpay fees apply to eligible transactions. Late fees may apply. Eligibility criteria apply. See afterpay.com for more details. Refunds can be issued within one year of the original transaction date; processing fees for the original payment are not returned to the seller when a refund is issued.
2Afterpay fees apply to eligible transactions. Late fees may apply. Eligibility criteria apply. See afterpay.com for more details.
Apple, the Apple logo, and Apple Pay are trademarks of Apple Inc., registered in the U.S. and other countries. Google Pay is a trademark of Google LLC. Android is a trademark of Google LLC.