Cash flow is the lifeblood of any plumbing business, and keeping it steady can be a challenge without the right tools.

To help you get paid faster, we’ve rounded up the five best invoice software options designed specifically for plumbers.

These solutions will make it easier to manage your invoices and let you focus on delivering quality plumbing work.

What is Invoice Software for Plumbers and How Does it Work?

Invoice management software for plumbers gives businesses an efficient way to handle billing, which proves especially helpful for a small plumbing business that may not have a dedicated administrative team.

Plumbers can quickly create professional invoices on-site or from the office, reducing the time spent on paperwork.

The software allows users to add job-specific details like labor hours and material costs, making each invoice accurate and tailored to the work done.

A larger plumbing company benefits even more with advanced features such as expense tracking, customer databases, and automatic tax calculations.

Once the job is completed, plumbers input the necessary details, and the software calculates the total. It then sends the invoice directly to the customer.

Payment options integrated into the invoice let clients settle their bills quickly, cutting down on waiting times.

The software tracks unpaid invoices, sends reminders, and generates financial reports, helping businesses manage their cash flow.

Both small and larger plumbing businesses gain a smoother process for managing finances, reducing manual work, and boosting productivity.

Signs a Plumbing Business Needs Invoicing Software

Plumbing companies face many challenges in staying organized and getting paid on time. When manual invoicing slows you down or causes errors, it’s a clear sign to consider software designed for your needs.

Here are the reasons plumbing contractors should take a closer look at using invoicing software.

More Clients, More Complexity

A growing client base means keeping track of invoices becomes harder. Many plumbing contractors lose time when trying to organize customer payments.

Invoicing software allows you to manage this complexity without extra effort, so you can keep up as your customer base expands.

Inconsistent Cash Flow

When payments come in late, cash flow suffers. Invoicing software automates reminders and gives customers simple ways to pay their bills quickly.

Too Much Time Spent on Admin Tasks

If invoicing eats into your workday, then software might be your answer. Many plumbing services find that software can cut down the time spent on administrative tasks, allowing them to send invoices straight from the field.

With this approach, you can get back to focusing on your job rather than paperwork.

Difficulty Managing Financial Data

Keeping accurate financial records is tough without the right tools. Many plumbing companies struggle to track income, expenses, and profitability when using manual methods.

Invoicing software syncs with accounting systems like QuickBooks, making it easier to stay on top of finances. This allows plumbing contractors to see where the money is going and adjust accordingly.

Need for Digital Operations

Today’s customers expect seamless digital experiences. Invoicing software lets plumbing services offer online payments and digital invoices so you can make the payment process simple and efficient.

Mobile apps also let you manage everything from estimates to payments right from your phone.

Lack of Business Insights

Invoicing software provides detailed insights into your business, such as payment patterns and the most profitable jobs.

Plumbing companies that rely on manual tracking often miss out on this data, making it harder to make informed decisions.

If your business faces any of these challenges, it might be time to switch to invoicing software. It simplifies your processes and helps you stay organized even as your business grows.

Why Should Plumbers Use Invoicing Software?

If you haven’t used plumbing invoicing software before, you’re missing out on the key benefits that it offers for your plumbing business.

Here’s why you should start using invoicing software:

Streamline Operations and Billing Efficiency

Plumbers need to focus on their jobs, not paperwork. Plumbing invoicing software eliminates slow, manual processes that often delay payments.

Modern plumbing management software lets you send invoices immediately after finishing a job, speeding up the payment process.

With integrated payment options like credit cards, plumbers get paid faster and avoid frustrating delays.

Minimize Invoicing Errors

Manual invoicing often leads to errors that can hurt your business. Plumbing software tools automatically calculate totals and taxes, reducing mistakes and making each invoice accurate.

Staying compliant with tax rules also becomes easier because the software handles financial organization for you, ensuring you don’t miss important details.

Boost Cash Flow and Payment Reliability

Cash flow keeps a plumbing business running smoothly. Plumbing business software helps you stay on top of outstanding invoices with automated reminders and late fees, reducing the chance of unpaid bills.

Real-time tracking features let you see where your payments stand, helping you address any issues quickly.

Using plumbing service software also provides customers with multiple payment options, making it easier for them to pay on time.

Improve Customer Satisfaction and Retention

Plumbers who use professional invoicing software build better relationships with their clients.

Plumbing service software offers customer portals where clients can review invoices, make payments online, and set up automatic payments.

Plumbing dispatch software helps schedule follow-ups and maintain clear communication, making customers feel valued and appreciated.

Valuable Business Insights and Analytics

Invoicing software gives you more than just a way to send bills. Plumbing invoicing software provides insights into your business, showing you which services bring in the most revenue and tracking customer payment patterns.

Plumbing job management software ties everything together, giving you the tools to run your business efficiently while maximizing growth opportunities.

Investing in plumbing software tools gives plumbers everything they need to boost cash flow, improve customer satisfaction, and manage operations more effectively.

Top 5 Invoice Software for Plumbers

The right invoice software can save time and help keep your finances in order. To help you make the right choice, here are our top five picks when it comes to plumber invoicing software.

1. Job-Dox

Job-Dox stands out as the best invoicing software for plumbers thanks to its tailored features that simplify daily operations.

It offers customizable invoice templates that let plumbers reflect their brand identity easily while automating invoice creation from completed jobs.

It’s also got integrated payment processing features so clients can pay invoices quickly using various methods to improve cash flow.

What’s great about Job-Dox is that you can reduce the amount of time collecting payments thanks to its real-time tracking of unpaid invoices.

Moreover, Job-Dox’s mobile-friendly design enables plumbers to manage jobs, update statuses, and generate invoices on the go.

But those aren’t the only capabilities Job-Dox has. It’s a full-fledged project management solution that’s more than capable of transforming the way you operate your plumbing business.

Features:

• Real-time job tracking: Job-Dox allows plumbers to monitor ongoing tasks with real-time updates. Field staff can communicate job progress instantly, which helps assign the right technician promptly for every task.
• Mobile-friendly access: Plumbers in the field can easily access job details, customer information, and inventory levels from their mobile devices. This keeps the entire team connected and reduces delays while on the job.
• Automated billing: The system generates invoices as soon as jobs are completed, making billing quick and simple. Payment options like credit card processing also improve cash flow.
• Document and equipment management: All important paperwork, including service contracts and job-related documents, can be stored securely. The system also tracks tools and equipment, reducing losses and keeping everything organized.
• Client communication tools: Job-Dox includes features like automated client notifications and real-time messaging. This reduces the need for excessive calls and keeps customers informed throughout the process.

Pricing

The best part about Job-Dox is that our pricing is very competitive compared to other solutions.

With a one-time setup fee of $1,000 and $50 per user, you can equip your plumbing business with a tool that gets the job done quickly and efficiently.

Start your free 30-day trial today by contacting us at 888-983-9834.

2. Procore

Source: Procore

Procore is a solid invoicing solution for plumbers because it simplifies complex billing processes, especially for construction projects. It offers features designed to save time, reduce errors, and streamline workflows.

With its user-friendly interface, plumbers can handle both large and small-scale invoicing, making it ideal for managing multiple projects efficiently.

Source: Procore

Features:

• Line-by-line approval: Procore allows users to approve, reject, and comment on individual line items within subcontractor invoices. This speeds up the approval process and improves accuracy in billing.
• Pre-fill owner invoice: This feature simplifies the owner billing process by automatically compiling all subcontractor invoices and backup documents.
• Real-time financial insights: Procore integrates with accounting systems like QuickBooks and Sage 300 CRE, providing users with up-to-date insights into the financial health of a project.

Source: Procore

Pricing

Procore offers custom pricing because its pricing model is based on the unique needs of each company, rather than a one-size-fits-all approach. To learn more about how much their software costs, visit their website and inquire for a custom quote.

3. Kickserv

Source: Kickserv

Kickserv helps plumbers manage invoices and job tracking thanks to its user-friendly interface which lets you create invoices easily. The software also syncs with QuickBooks for seamless financial management and bookkeeping.

Plumbers can access job details from the field using its mobile app to boost productivity. Its field service scheduling feature also optimizes routes and reduces travel time so plumbers can show up on time for every project.

Source: Kickserv

Features:

• Mobile invoicing in the field: Technicians can create and send invoices directly from the job site using their mobile devices, ensuring faster invoicing and payments without needing to return to the office.
• Two-way QuickBooks integration: Kickserv’s seamless sync with QuickBooks allows automatic updates between both systems, ensuring consistency in customer data, items, and payments.
• Customer access and payment options: Customers can view and pay their invoices online through the Kickserv platform, where they can also track their service history and request new services.

Source: Kickserv

Pricing

• Free Plan: Up to 2 users. Suitable for small teams managing estimates, jobs, and invoices, with access to basic features like CRM and mobile apps. Credit card payments must use Kickserv’s internal system.
• Lite Plan ($59/month): Up to 5 users. This plan includes email reminders, GPS check-ins, and over 20 business reports, ideal for small businesses needing additional functionality.
• Standard Plan ($119/month): Up to 10 users. It adds features like QuickBooks Online integration, custom reports, and template customization.
• Business Plan ($199/month): Up to 20 users. Offers all Standard plan features, plus live GPS tracking and advanced tech performance reporting.
• Premium Plan ($299/month): For unlimited users. Includes every feature Kickserv offers, designed for larger teams requiring comprehensive service management tools.

4. Service Fusion

Source: Service Fusion

Service Fusion is a solid choice for plumbers as it integrates with QuickBooks and makes it easy to sync their invoices/payments. The mobile app allows technicians to send invoices directly from job sites to cut down delays and improve cash flow.

With flat-rate pricing and GPS fleet tracking, it’s affordable and practical for plumbers looking to grow their business.

Source: Service Fusion

Features:

• FusionPay on-site payment processing: Technicians handle payments directly on-site with FusionPay, eliminating the need for external tools.
• Real-time service catalogs and estimate creation: Technicians update service catalogs instantly and generate multiple estimates for customers while on-site.
• Unlimited access for all users: Service Fusion provides unlimited user access at every pricing level, so technicians can view job details and maps without additional charges.

Source: Service Fusion

Pricing

• Starter Plan ($225/month): Includes key features such as customer management, estimates, scheduling, invoicing, QuickBooks integration, and text alerts.
• Plus Plan ($350/month): Offers everything in the Starter plan, plus job photo uploads, inventory management, and integrated voice and text communication.
• Pro Plan ($575/month): Includes all Plus plan features, with advanced options like API integration, custom documents, a customer web portal, and progressive billing.

5. Jobber

Source: Jobber

Many plumbers pick Jobber as their software of choice not just for invoicing, but field service management as well.

It works seamlessly with payment platforms like Stripe and PayPal, helping plumbers get paid faster. Jobber also provides real-time GPS tracking so business owners can monitor job progress and team locations.

With its clean and straightforward interface, plumbers can manage invoices and improve cash flow with Jobber.

Source: Jobber

Features:

• Online payment integration: Accept credit card payments directly through the invoice, allowing clients to pay online or in person, reducing payment delays.
• Invoice tracking and reminders: Jobber tracks sent, outstanding, and overdue invoices, sending reminders to customers for payments and follow-ups, making it easier to stay on top of collections.
• Batch invoicing: Send multiple invoices at once for recurring jobs or bulk services, saving time for businesses with several ongoing clients.

Source: Jobber

Pricing

• Core Plan ($21/month): Best for small businesses with 1 user. Includes quoting, invoicing, and payment tools.
• Connect Plan ($84/month): Adds features like automated reminders, QuickBooks Online integration, and online booking. Supports up to 5 users, ideal for managing teams and customer communication.
• Grow Plan ($140/month): Offers everything in the Connect plan plus job costing, quote follow-ups, and two-way text messaging. Supports up to 15 users, perfect for scaling and boosting sales.

How Plumbers Can Choose the Right Invoicing Platform for Their Business

Choosing the right invoicing platform requires understanding current needs, ensuring compatibility with existing systems, and focusing on features like automation and payment flexibility.

Plumbers can find software that improves their operations and fits their business growth plans by considering the following:

Evaluate Current Invoicing Processes

Plumbers need to review how they currently send and manage invoices before selecting an invoicing platform.

If a plumbing business handles invoices through email or paper, it’s important to find software that supports both methods.

Understanding current operations helps plumbers make better decisions when transitioning to new systems.

Integration with Accounting Software

Plumbing companies using QuickBooks or similar tools should prioritize platforms that integrate easily with their current accounting software.

Job-Dox for instance, offers seamless integration with QuickBooks to simplify the billing process. This integration avoids double data entry and keeps financial records accurate.

Automate Tasks to Improve Efficiency

Automation plays a key role in choosing an invoicing platform. Plumbing companies benefit from tools that send recurring invoices and payment reminders automatically.

For businesses that handle numerous plumbing jobs each week, this feature saves time and reduces manual errors.

Offer Flexible Payment Options

Plumbing businesses should offer multiple payment options to their clients. Invoicing platforms that allow online payments, credit cards, and mobile payments give customers more ways to settle their bills promptly.

Job-Dox lets plumbers collect payments in the field or through mobile apps to improve cash flow and meet the needs of your clients.

Mobile Access and Field Management

Plumbers who work on-site need mobile-friendly software. With Job-Dox’s built-in plumbing CRM software, you can easily create invoices, manage client data, and handle billing on the go.

Mobile access increases productivity, especially for plumbers constantly moving between jobs.

Consider Scalability and Cost

Small plumbing businesses should invest in platforms that grow with them. Starting with a basic plan works well initially, but selecting software that adds advanced features later prevents needing to switch platforms down the road. Job-Dox offers scalable options that fit both small operations and larger plumbing companies.

How to Use Invoice Software to Improve Your Billing Process

Invoicing software can make a huge difference in terms of how you handle your billing process. To make it more optimized, consider the following tips:

Maximize Efficiency with Automation

Invoicing software lets plumbing businesses speed up billing and reduce wasted time. Instead of waiting to handle paperwork after a job, plumbers can send invoices immediately.

Automating reminders also helps customers remember due dates, which can significantly improve cash flow.

Customize Invoices for a Professional Look

Plumbers can make invoices look professional and clear with the right software. Including your logo and specific service details shows clients you take your business seriously.

Adding detailed descriptions of services provided can prevent confusion about charges. A personalized invoice leaves a lasting impression on the client and makes payment more likely to come quickly.

Provide Detailed Breakdowns

A clear breakdown of costs shows transparency and builds trust. Including labor costs, parts, and any other expenses on an invoice helps customers understand what they’re paying for.

When clients see exactly where their money goes, they are less likely to question charges. Itemizing each service or part can help avoid disputes and keep the relationship positive.

Use Analytics for Smart Decisions

Invoicing software often comes with analytics tools that can help plumbers understand what’s working. You can track which services bring in the most money and identify your most profitable clients.

This information helps plumbers focus on what matters, whether adjusting service offerings or pricing strategies.

Shorten Payment Terms

Reducing the payment window can improve cash flow. Instead of giving customers 30 days, set the due date for 14 days after the invoice.

Invoicing software can automatically send reminders close to the due date, making it easy to manage short-term payments.

Follow Up on Late Payments

Chasing late payments requires consistency. While automated reminders help, a personal touch works better for stubborn clients.

Send a polite follow-up email or make a phone call after the due date passes. Keeping the conversation light but firm helps maintain the relationship while ensuring the bill gets settled.

Efficient Project Management with Job-Dox

Job-Dox is the #1 field service management software for restoration tasks. It offers a centralized platform for job management, employee management, team collaboration, customization, equipment tracking, and more.

This platform streamlines your workflow by boosting efficiency, saving time, and automating routine tasks, all within a single system.

To get started with Job-Dox, call them at 888-983-9834 or drop a message at info@job-dox.com.

You can also sign up and enjoy a 30-day free trial!

FAQ About Invoice Software for Plumbers

How does invoice software help me get paid faster?

Invoice software integrates with payment gateways which allows clients to pay invoices online.

Does invoice software track unpaid invoices?

Yes. Invoice software helps track unpaid invoices and send reminders to clients.

Is invoice software secure for storing my customer and financial data?

Yes. Most reputable invoice software uses encryption to protect customer data.