nearvise Invoice
Schedule the job. Do the work. The invoice writes itself.
nearvise Invoice is for work you schedule, quote and bill. Assign recurring jobs to your staff or yourself, check the weather, and let invoices build as visits are done. Clients pay online by card.
Features
What nearvise Invoice does
Estimates clients approve
Send a link; the client approves it and it becomes an invoice.
Invoices by email or text
With a PDF and your logo. Ask for a deposit up front if you like.
Paid online by card
Statuses update themselves: unpaid, partial, deposit paid, paid.
Scheduled jobs
Give each client their service days — weekdays or weekends — and see every job for the day in one place.
Assign staff or yourself
Each job goes to a worker or to you. Staff see only their own jobs and check visits off as they go.
Weather on the dashboard
Current conditions and the hourly forecast for your area, so rain doesn’t catch you out.
Invoices that write themselves
With auto invoice on, each completed visit adds a line to the client’s draft. Bill per job, weekly, every two weeks or monthly.
Import in minutes
Clients and items from a spreadsheet, or a photo of your price list.
Reports that chase for you
Billed, collected, past due, days to get paid and who owes you.
QuickBooks Online
Paid invoices, clients and payments sync across automatically.
Getting started
Up and running in a few steps
- 1
Sign up and set up your business
The same quick setup as Payments: your business, address, sales tax and how you take cards.
- 2
Add clients and items
Add them by hand, pick clients from your contacts, or import a spreadsheet (templates included) or a photo.
- 3
Schedule the work
Give each client their service days and assign the job to a staff member or yourself. Everyone sees the day’s jobs, and the dashboard shows the weather.
- 4
Send an estimate
Your client opens the link, sees the estimate and approves it. An approved estimate becomes an invoice.
- 5
Invoice and get paid
Send by email or text, with a PDF, and ask for a deposit up front if you like. Clients pay by card online, and statuses update themselves: unpaid, partial, deposit paid, paid.
- 6
Keep the books tidy
Connect QuickBooks Online to send paid invoices, clients and payments across automatically.
Scheduling & staff
Built for crews on the road.
Lawn care, sprinklers, pools, plumbing, cleaning — if you do the same jobs for the same clients on a schedule, nearvise Invoice keeps the week organised and bills it for you.
- 1
Schedule
Set each client’s service days once — the jobs come round every week.
- 2
Assign
Give each job to a staff member or keep it yourself.
- 3
Check the sky
The dashboard shows the weather and hourly forecast before you head out.
- 4
Mark it done
Staff check visits off on their phone — or mark one not done, with a reason.
- 5
Invoice drafts itself
Each completed visit adds a line to the client’s invoice. Send it when you’re ready.
Made for
Who uses it
Selling in person too? nearvise Payments uses the same account.
Get nearvise Invoice
Schedule recurring jobs and assign them to your staff, send estimates clients approve from a link, and let invoices build themselves as work gets done. Clients pay by card online.