For HVAC, plumbing & electrical businesses

The effortless way to run jobs, get paid, and grow.

Payrocket is the mobile-first operating system for service businesses — quotes, scheduling, and invoicing bundled with real payments, banking, and financing from day one. Not bolted on after the fact.

See how it works

Card upfront · cancel within 14 days · risk-free

Collected today
$129
Payrocket owner dashboard
Available to cash out
$9,520
Now welcoming design partners in HVAC and plumbing — help shape the roadmap and lock in founding pricing.
Fintech-native from day one — not a scheduling app with a payments button added later.
< 5 seconds
from a customer's text, missed call, email, or web form to a lead card — nobody at a desk
1 tap
from a price-book lead to a drafted quote, texted with an Approve button
0 taps
to invoice a job finished at the quoted price — it creates itself
Every action
logged with the reason, behind a trust dial only you control — and it only tightens

Measured in the product, not marketing math.

Built around the moments that matter

Customers shop around. The first accurate quote wins.

Talk to enough shops and every story is the same clock: the time from “customer has a problem” to “money is committed” decides who gets the job. Payrocket is built to make that clock yours.

Live today

The shopping customer

While competitors are still checking voicemail, your quote is in the customer's texts — they review it, sign it, and can put a deposit down without leaving their phone. First yes wins; the yes button is yours.

Live today

The driveway estimate

The tech says what they found — out loud or typed — and Payrocket drafts the priced lines from your own price book, on the phone, before the truck leaves the driveway. No 9pm kitchen-table rebuild. Photo and video walkthroughs are next: same moment, richer input.

Live today

The mid-job surprise

A broken flange, a part that isn't on the truck. The tech proposes the added work from the job, the customer taps Approve on a text, and only what they OK ever reaches the invoice. Receipts log as job expenses and mileage is derived from the day's route — the money stays honest without paperwork.

The problem

Your other software wasn't built for the money side of the job.

Scheduling software solved the calendar twenty years ago. It never solved getting paid, getting cash when you need it, or seeing your real cash flow — and that's now where the money actually is.

55%
of a typical field service business's check volume never turns into money they can actually use or finance against.
~1/5
of the industry's biggest platform's revenue now comes from payments & financing — growing faster than software fees alone.
Same-day
is how fast a Payrocket technician can cash out earned wages — not the next pay cycle.
Everything the job needs

One app for the whole crew — quoting to invoicing.

1

Live dispatch board

Drag-and-assign scheduling across your whole crew, filtered by trade or availability — built for 10+ techs, not just 2.

2

Quotes & estimates on-site

Build and sign professional quotes on the customer's porch, with financing options presented right in the estimate.

3

Jobs that work offline

Checklists, photos, and job notes sync automatically once your technician's back in signal — basements included.

4

Invoice & get paid on-site

Send the invoice before you pull out of the driveway — tap-to-pay, card, or ACH settles straight to your account, so the cash lands the same day.

Payrocket dispatch board
Technician earned wage cash out
Cash Flow Forecast
The part nobody else built in

Money-native from the first release — not a partner integration bolted on later.

$

Get Paid Now

A technician cashes out today's earned wages same day — no waiting on the next payroll cycle.

$

Real Cash Flow Forecast

One forward view of income and expenses — crew labor cost and unpaid bills — so you see a real week, not half of one.

$

Financing at the estimate

Card, ACH, and buy-now-pay-later presented at quote and booking — decided upstream, not negotiated at the door.

Runs itself

The busywork happens without you — faster than you could do it.

Payrocket doesn't just store your jobs, it works them. The moment something changes on the board it drafts the invoice, texts the customer, or flags the cash gap — then shows you exactly what it did. You approve what matters and ignore the rest.

Every morning it hands you one card — jobs today, crew booked, cash at risk, and the single best next move. Clear the whole draft queue with one tap, and a weekly readout shows exactly how much ran on its own.

Auto
AC repair — Linda Harper
$340 · marked done by Marcus
Completed
Payrocket drafted invoice #1042
Sent to Linda · pay link included
Paid $340 — 6 minutes later

Invoicing that sends itself

Job marked done, invoice out the door before the truck leaves. You never touch it.

Auto
8:00 AM · Rooftop tune-up
Preston Group · Marcus
12 min late
Payrocket caught the delay
Hi — running about 15 min behind, on our way. Thanks for your patience! — Marcus, Bansal HVAC
Sent — she didn't have to call you

Texts the customer first

A job slips and the customer hears it from you — automatically — before they pick up the phone.

Auto
Cash · next 4 weeks
Payrocket caught the dip early
Cash dips to −$1,200 on Tue
$4,200 under your buffer
Draw $4,200 · lands today

Flags the cash gap early

Money gets tight next week — you hear it first, with a one-tap fix instead of a nasty surprise.

Auto Appointment reminders Auto “Tech is on the way” texts Auto Follow-up on stalled quotes Auto Reprice nudges on thin-margin work Auto Receipts & review requests Auto Payout scheduling Auto Overdue-invoice chasing Auto Fill tomorrow's board Insight Flags slow-paying customers for a deposit Insight Spots maintenance-plan customers Insight Catches tech overtime before it's burnout

Every automation is logged with its reasoning, and the owner sets how much runs on its own — from “draft it for me” to “just do it.”

Built for everyone on the job

One app. Four roles. Everyone sees exactly what they need.

Owner home
Owner / Dispatcher

Run the whole business from one screen.

  • Today's jobs, unassigned-job alerts, and crew utilization at a glance
  • Collections, outstanding invoices, and a real cash flow forecast — no spreadsheet
  • Dispatch 10+ technicians with drag-and-assign and trade filters
Payrocket dispatch board
Dispatcher

Right tech, right job — assigned in seconds.

  • Drag-and-assign the live board across your whole crew
  • Filter by trade, skill, and availability in one view
  • Catch unassigned jobs and gaps before the customer calls
Technician home
Technician

Built for a phone in a truck, not a desk.

  • Clock in/out, today's route, and job checklists — works with no signal
  • Cash out earned wages same day with Get Paid Now
  • One-tap directions, call, and text to every customer
Customer portal
Customer

Zero-download portal your customers actually use.

  • Reviews and approves quotes from a text link — no app to install
  • Tracks technician arrival live, the day of the appointment
  • Pays online the moment the job's done — card, ACH, or financing
Everything included

One app for the whole job — and the money side other tools bolt on later.

No add-on modules, no per-feature upsells, no “that's the Pro plan.” Here's what's in the box from day one.

AreaWhat's in the box
Schedule & dispatchGet the right people to the right job
  • Live drag-and-assign board across your whole crew, filtered by trade or availability
  • Group by crew or by person — assign a whole team in one tap, see who's free vs on a job
  • Crews that split — three on one job, or one member peeling off, tracked per job
  • Natural-language quick add — “AC repair for Linda tomorrow” becomes a scheduled job
  • Works offline — checklists, photos and notes sync when signal comes back
Quotes & estimatesWin the job on the porch
  • Build & e-sign quotes on-site in minutes, from your price book
  • Financing shown right in the quote — monthly payments, not just a total
  • Price book with margin flags that catch underpriced work before you send it
  • Auto follow-up on quotes that go quiet, so none go cold
Invoicing & paymentsGet paid the same day
  • Invoice auto-drafts the moment a job is done — and sends itself
  • Tap-to-pay, card, and ACH with the pay link in every message
  • Same-day settlement — money you can actually use, not next cycle
  • Auto receipts & review requests after every payment
Financing — pay over timeBigger jobs, more yeses
  • Consumer financing built into the quote — soft-pull, ~74% approval
  • $500 to $25,000 per job, borrower picks the term
  • A second-look lender lifts approvals on near-prime customers
  • You're paid in full, the customer pays over time
Working capitalCash when the job needs it
  • Draw against your own collections — offers from real revenue, day one
  • Repaid automatically as a share of daily collections — no fixed payment
  • Flagged before you need it when the cash forecast dips under your buffer
Payrocket Card & payoutsMoney out, controlled
  • A debit card for techs and materials, funded from your Payrocket balance
  • Same-day wage cash-out for technicians — a real retention lever
  • Per-person payroll hours totaled and handed to your payroll provider
  • Card controls & budgets so spend stays on-plan
Team & customersEveryone on the same page
  • Roles & permissions per seat — owner, dispatch, tech, and a customer portal
  • Zero-download customer portal — visits, invoices, payments, financing in one link
  • Team & customer messaging in one place, tied to the job
  • Time off & availability that the board respects automatically
Money & insightsSee the business, not just the calendar
  • Live cash-flow forecast — four weeks out, with the tight week called out
  • Revenue at risk & win-rate so nothing slips through
  • Customer-concentration alerts when too much rides on one account
  • Every number ends in an action, not just a chart
Runs itself — agenticThe work that happens without you
  • Auto-invoicing the moment a job is completed
  • “On the way” and running-late texts to customers
  • Reminders, stalled-quote follow-ups, review requests — on their own
  • Cash-gap & overdue-invoice alerts with a one-tap fix
  • Owner sets the leash — draft-for-me or just-do-it, per automation, all logged
Ready when you are

See your first job through Payrocket in five minutes.

Add your card to start, then cancel within 14 days if it's not for you — risk-free. Bring your own customer list or start from scratch.

Open the live app demo