Quotes & Invoices
Stop re-entering data across multiple systems. Equipify.ai lets you create professional quotes and invoices directly from your service records, with customer, equipment, and work order details already filled in.
Sound Familiar?
Quotes and invoices created in separate systems from service records
Manual data entry duplicating customer and equipment info
No connection between work orders and billing
Difficult to track quote status and follow up on pending proposals
Invoices missing important service details
No visibility into outstanding receivables by customer
Billing That Connects to Your Service Work
Create quotes and invoices with all the context from your service records.
Connected to Service Records
Create quotes and invoices directly from work orders. All customer, equipment, and service details auto-populate.
Professional Documents
Generate clean, branded quotes and invoices that look professional and include all relevant service information.
Flexible Pricing
Add labor, parts, flat rates, and service plans. Apply discounts and taxes automatically.
Easy Delivery
Email quotes and invoices directly to customers. Track when they are opened and viewed.
Status Tracking
See which quotes are pending, approved, or declined. Track invoice payment status at a glance.
Complete History
Full billing history for every customer and equipment record. See past quotes, invoices, and payments.
See Quotes & Invoices in Action
Professional billing tied to your service work.
Acme Manufacturing
Work Order: WO-2847
Invoice Date
Apr 30, 2026
Line Items
| Description | Qty | Rate | Amount |
|---|---|---|---|
Quarterly PM Service Carrier 50XC 5-Ton RTU (S/N: 4219E47823) | 1 | $450.00 | $450.00 |
Filter Replacement (20x25x4) MERV 13 Pleated Filter | 2 | $45.00 | $90.00 |
Thermostat Calibration Additional service requested | 1 | $75.00 | $75.00 |
Related Features
Discover how other Equipify modules work together to streamline your operations.
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