Question: Is there a platform that can help me automate invoicing and payment processing for my field service business?

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Workiz

One good option is Workiz, a full-featured field service management software. It's got invoicing and payment processing, scheduling and dispatch, customer management, and integration with tools like Intuit QuickBooks and Google Local Services Ads. Workiz is designed to improve operations and increase revenue, so it's good for companies in many fields. It offers a 7-day free trial so you can try it out before you sign up.

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Streamlined

Another option is Streamlined, an AI-based order-to-cash platform. It automates invoicing, offers flexible payment options and integrates with QuickBooks and Shopify in real time. Streamlined also offers smart reminders and auto-reconciliation, which can cut manual invoicing and AR work and free up a lot of time while improving customer satisfaction.

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Billtrust

If you prefer an AI-based approach, Billtrust offers a mature AR platform that automates the order-to-cash process. It uses automation and machine learning to automate invoicing, payments and collections. Among its advantages are automated credit approval, multiple payment channels and efficient collections, so it's a good choice for companies that want to improve their financial operations and cash flow.

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