How does voice invoicing work?

You speak the invoice details, such as customer, job, line items, and amounts, and Sophiie drafts the invoice for review.

Can mobile invoices sync to Xero?

Yes. When connected, Sophiie can sync invoice data to Xero and update payment status.

Can overdue invoices be chased automatically?

Yes. Sophiie can send automated payment reminders based on your settings.

HVAC

HVAC invoice app

HVAC invoices should not wait until the technician gets back to the office. Sophiie helps turn completed service notes into a mobile invoice workflow with Xero sync and automated reminders.

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HVAC technician servicing an outdoor condenser unit on site

Speak to Sophiie

A live demo call from Sophiie. Two minutes, no sales pitch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Mobile invoice creation

Create, review, and send invoices from your phone using job details, saved services, tax settings, and payment terms.

Australian tradesperson with a tool belt standing in a doorway taking a phone call

Voice invoicing

Speak the customer, job, line items, and amounts so Sophiie can draft an invoice for review.

Australian tradesperson crouching by a glass door using a phone on speaker

Job details carried forward

Call summaries, service notes, quote details, and customer history stay visible when the invoice is created.

Australian tradesperson sitting in a ute taking a phone call

Xero sync and payment status

Connected invoices can sync to Xero or QuickBooks, and payment updates can return to the Sophiie dashboard.

Australian tradesperson leaning against a ute answering a phone call on site

Automated reminders

If the invoice becomes overdue, Sophiie can send professional reminders based on your schedule.

Australian tradesperson in hi-vis taking a phone call beside a brick wall

How it works

Set up Sophiie once, then let the work flow

Set invoice defaults
Add branding, tax rate, terms, invoice numbering, footer text, and Xero connection.
Complete the field job
Record service notes, materials, labour, and completion status in the job record.
Draft on mobile
Use the mobile app or voice invoicing to create the invoice while the details are fresh.
Send, sync, and remind
Send the invoice, sync to Xero where connected, and let Sophiie handle reminders if needed.

An HVAC invoice app should be close to the work

The technician knows what happened on site before anyone else does: the call-out, diagnostic, part replaced, labour time, and follow-up notes. Waiting until the office reconstructs that detail slows billing.

Sophiie brings invoice creation closer to the completed job through mobile access and voice invoicing.

Mobile without messy records

A fast invoice still needs clean context. Sophiie keeps the job record, customer details, service notes, quote history, and payment terms together so the invoice can be reviewed before it is sent.

Once sent, invoice data can sync to Xero and payment status can remain visible in Sophiie.