Repair visit
Collect at completion with a mobile option that works for the technician and gives the customer a clear receipt.
ALAVONAnalyze my statementHVAC payments that close before the truck leaves.
An HVAC payment setup has to work where the service happens. It should support repair collection in the field, replacement deposits, office follow-up, and recurring maintenance plans without losing the job context.
DispatchDiagnoseApproveCollectReconcile
Field
Technician presents approved work, accepts payment, and sends a receipt.
OfficeInvoice status, funding, fees, and job reporting remain visible after the call.
One trade, several payment moments.
A service repair, equipment replacement, maintenance plan, and commercial invoice each create a different collection decision.
Replacement project
Plan for deposits, scheduled balances, larger tickets, and office follow-up without separating payment from the job.
Maintenance plan
Review recurring billing, stored-payment updates, cancellation handling, and how plan revenue is reported.
Commercial account
Consider invoice terms, ACH, card acceptance, authorization, and reconciliation across locations or work orders.
Review the field-service connection before choosing.
Payment technology should fit the software and handoffs already used for dispatch, estimates, approvals, invoices, and reporting. Casey evaluates compatibility and processor cost in the context of the entire workflow.
Connect the service call, the invoice, and the deposit.
Review the real mix of repairs, replacements, maintenance plans, and commercial invoices with direct guidance from Casey.
Statements are stored privately and used only for the requested review.