For HVAC technicians and companies
Keep maintenance agreements billing on schedule, put the right capacitor on the invoice by part number, and know which filters to reorder.
Free plan, no card required · Works on phone and computer
Service Invoice
INV-0331
CAP-45-5Dual run capacitor, 45/5 µF1 × $68.00 · Taxable$68.00CTR-30AContactor, 1-pole 30A1 × $54.00 · Taxable$54.00FLT-16252Pleated filter, 16×25×22 × $18.00 · Taxable$36.00Ask us about a spring and fall maintenance plan.
THE PROBLEM
Spring and fall tune-up agreements are steady income, until someone forgets to send this quarter’s invoices.
Capacitors, contactors and filters go out on service calls, and the shelf is empty when the first heat wave hits.
Every seasonal visit needs the same checklist and the same line items, written from scratch each time.
HOW INTRALYN HELPS
Each feature shows the plans that include it. See the full comparison.
Set a monthly, every-3-months or yearly invoice for each agreement and it is created on schedule.
Starter and upStarter: up to 3
Type or scan a part number and the description, price and tax setting fill in from your products & services.
Every plan
Save a tune-up as a task template with its checklist and price, and check items off on site. Marked complete, it can draft the invoice.
Every plan
Stock on hand for the parts you choose to track, with counts, restocks and low-stock alerts.
Starter and up
Issuing an invoice takes the parts off stock, voiding puts them back, and purchase orders can be received into stock.
Pro and up
Customers get a reminder before each scheduled visit, so the tech isn’t knocking at a locked door.
Starter and up
WHICH PLAN
Maintenance agreements are where Pro pays off: unlimited recurring invoices (Starter allows 3), stock that updates as you invoice, and maintenance log and inspection report templates. Starting on Free costs nothing.
Suggested
$19/month
Growing businesses that create documents, forms and templates, and export their data.
FAQ
Yes. A recurring invoice can repeat every week, every 2 weeks, every month, every 3 months, every year or on a custom schedule. Starter includes 3 schedules; Pro and Business have no limit.
On Starter and up, Intralyn tracks stock on hand for the products you choose and flags low stock. On Pro and Business, issuing an invoice takes those parts off stock for you.
On paid plans, customers get an appointment reminder before each visit. Every plan includes branded appointment confirmations you can share by link or print.
On Pro and Business, upload your current invoice form and Intralyn prints your details onto it. Every plan has five invoice designs with your logo and colors.
Each customer can have a private page with their open invoices, quotes to accept, receipts, statement and upcoming appointments.
Free to start. Set up in minutes. No card needed.