Turn completed work into paid invoices.
Invoice customers, run recurring monitoring contracts, handle sales tax, and track every balance — all from the same platform that ran the job.
Most shops finish the work, then re-enter it in a separate accounting tool to bill it — double the typing, and recurring monitoring contracts get tracked in a spreadsheet that's always a month behind.
FireDeck Customer Invoicing bills from the work you already logged. Convert a completed inspection or work order into an invoice, put monitoring agreements on autopilot, record payments as they come in, and hand your accountant clean data.
It's not a general-purpose accounting package — it's invoicing built for a fire alarm shop, where recurring monitoring revenue and inspection-driven billing are the whole game.
Every part of Customer Invoicing, covered.
One-click invoices from work
Turn a completed inspection or work order into an invoice without re-typing a single line item.
Recurring monitoring contracts
Put monthly, quarterly, and annual monitoring and service agreements on a schedule that bills itself.
Sales tax handled
Apply the correct sales tax automatically so totals are right and audit-ready.
Record payments, track balances
Record card, ACH, cash, and check payments as they land, apply partial payments, and keep every balance current.
QuickBooks-ready CSV export
Export a clean, QuickBooks-importable CSV of your invoices, so your accountant isn't stuck double-entering everything.
Ready-to-Bill batch queue
Completed jobs pile up in a Ready-to-Bill queue. Invoice a whole stack at once, skip or hold what isn't ready, and put a customer on billing hold when you need to.
Leads & prospect pipeline
A light CRM built in: track prospects from new to working to won or lost, log notes (calls from the answering service land here automatically), and convert a lead into a billing customer in one step.
A/R aging dashboard
See outstanding receivables, overdue by 30 / 60 / 90+ days, and your top past-due customers at a glance — invoices roll to overdue automatically once the due date passes.
Recurring revenue, at a glance
Monthly recurring revenue from your active contracts, plus what you've billed and collected this month — the numbers that tell you how the business is actually doing.
Email invoices, single or bulk
Send a branded PDF straight to the right billing contact, or batch-send every draft at once to the customers who take invoices by email.
Import customers & open balances
Start with real numbers: import your customers and your existing unpaid invoices from a CSV — or let AI map whatever file you've got — so day one isn't empty.
Customer history
Every invoice, contract, and payment for a customer in one place.
Who it's for
Any service business that bills from completed work and runs recurring agreements. It started as fire alarm invoicing — where monitoring contracts and inspection billing are the whole game — but there's nothing fire-specific about invoices, sales tax, recurring billing, or A/R.
HVAC maintenance plans, security monitoring, any monthly or annual service contract: if you invoice customers and want the billing to come off the work instead of a separate spreadsheet, it fits.
Bill from the work, not from scratch
The slowest part of invoicing is re-entering what you already did. FireDeck pulls the completed work order or inspection — its labor, parts, and notes — into a draft invoice with the line items already filled in. You review, adjust if needed, and send. A unique link between a work order and its invoice means you can't accidentally double-bill the same job.
Recurring monitoring contracts that bill themselves
Monitoring and service agreements are the backbone of recurring revenue, and they're exactly what gets missed when billing lives in a spreadsheet. FireDeck tracks each contract — its amount, frequency, and next billing date — and automatically generates a draft invoice when it's due, for you to review and send.
Drafts (not auto-sent invoices) keep you in control: nothing goes to a customer until you've looked at it, but you never forget a renewal again.
- Monthly, quarterly, semi-annual, and annual frequencies
- Auto-generated draft invoices on the next billing date
- Per-contract amount and optional tax override
- Pause, resume, or cancel a contract anytime
Sales tax by jurisdiction
Tax isn't one rate. FireDeck resolves the right rate per invoice — customer jurisdiction first, then a shop-level override, then your default — and handles tax-exempt customers at zero. Rates are stored as basis points so the math is exact and the totals are audit-ready.
Record payments and keep the books straight
Record payments by card, ACH, cash, or check, log partial payments, and watch balances stay current. Overdue invoices are flagged automatically so nothing quietly ages out, and an A/R view shows you exactly who owes what.
When it's time to close the books, export a clean, QuickBooks-importable CSV instead of double-entering every transaction.
- Card, ACH, cash, and check — with partial payments
- Automatic overdue tracking
- A/R aging — see who owes what, at a glance
- QuickBooks-ready CSV export
More than invoices — your whole receivables desk
Billing isn't just making invoices, it's knowing where the money is. FireDeck rolls completed jobs into a Ready-to-Bill queue you can invoice in a batch, then tracks the money owed: an A/R view with 30/60/90+ aging, your biggest past-due accounts, and invoices that flip to overdue on their own. A billing dashboard shows outstanding, drafts, what's due to recur, and your monthly recurring revenue in one screen.
When it's time to send, email a branded PDF to the right billing contact or batch-send every draft to your email customers at once. Starting fresh? Import your customers and your existing open balances from a CSV so you're working with real numbers on day one.
- Ready-to-Bill batch queue with per-customer billing holds
- A/R aging (current / 31–60 / 61–90 / 90+) and top past-due accounts
- Billing dashboard: outstanding, drafts, recurring due, MRR
- Single or bulk invoice email to the right contact
- CSV / AI import of customers and open invoices
A light CRM, built in
The work starts before the invoice. FireDeck tracks prospects in a simple pipeline — new, working, proposal, won, lost — with notes on each one (calls from the AI answering service drop in automatically). When a prospect says yes, convert the lead into a real billing customer in a click, and their notes and any work come with them.
Every customer record then holds the useful stuff: multiple billing contacts with roles, a negotiated labor rate that pre-fills new invoices, delivery preference, tax status, and lifetime billed/collected/outstanding totals.
One customer record
Every invoice, contract, and payment for a customer sits in one place, with their contacts and billing preferences — so anyone in the office can answer 'what do they owe?' and 'when were they last billed?' without digging.
From job to done.
Finish the job
Complete the work order or inspection.
Generate the invoice
Line items carry over — review and send.
Record the payment
Card, ACH, cash, or check — logged against the invoice.
Export to QuickBooks
A QuickBooks-ready CSV keeps the books clean, no double entry.
Simple, per-module pricing.
No per-project fees, no contracts. Add it on its own or save in a bundle — cancel anytime.
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