For plumbers
Price the job on site, get the customer’s OK on their phone, and turn the finished work into an invoice without retyping a single part.
Free plan, no card required · Works on phone and computer
Service Invoice
INV-0214
WH-40-NG40-gal natural gas water heater1 × $689.00 · Taxable$689.00EXP-2GThermal expansion tank, 2 gal1 × $64.00 · Taxable$64.00FLX-18Gas flex connector, 18 in.1 × $18.50 · Taxable$18.50Parts carry the manufacturer’s warranty. Thank you for calling us!
THE PROBLEM
Looking up what you charged for a wax ring or a 40-gallon heater last time eats into the next call, and guessing leaves money on the counter.
The job finishes at 6 p.m., the invoice goes out three days later, and the payment follows the invoice.
After-hours rates, trip charges and the extra shut-off valve get forgotten when nothing is written down on the spot.
HOW INTRALYN HELPS
Each feature shows the plans that include it. See the full comparison.
Type or scan a part number and the description, price and tax setting come from your price list. A part you haven’t saved yet can be added to it on the spot.
Every plan
Send the estimate as a private link. The customer accepts or declines with a typed signature, and you see the answer as soon as they give it.
Every plan
Rename quotes to “Estimate” and invoices to “Service Invoice”. Every invoice has room for the job site address and a PO or job reference.
Every plan
Mark the appointment or task complete and a draft invoice for the agreed amount is waiting for you to check and send.
Every plan
Group the estimate, invoices, parts receipts, time and mileage for a repipe or a remodel, and see the profit after costs.
Starter and up
Track the fittings, valves and heaters you keep on hand, with a low-stock alert before you run out mid-job.
Starter and up
START TO FINISH
Book the call in your calendar
Build the estimate on site with part numbers
The customer approves it from the link
Mark the job complete and review the draft invoice
Record the payment; the receipt and your books update together
WHICH PLAN
Free lets you try everything with up to 10 customers and vendors. A busy plumbing business passes that quickly; Starter adds unlimited customers, jobs with job profit, stock on hand and full bookkeeping.
Suggested
$6/month
Owners who want unlimited contacts and real books: bookkeeping, bills and reconciliation.
FAQ
Yes. Where your phone’s browser can read barcodes, the part number field has a camera button. Typing the part number works on every device, and both fill in the line from your products & services.
Yes. Add it as its own line, or as an extra charge in the invoice totals. Save your usual trip fee to your products & services so it is one tap next time.
Yes. Each line has its own taxable box. Tax-exempt customers, such as a property manager with a resale certificate, have tax removed and their certificate printed on the invoice.
Not through Intralyn yet. Your invoices show your own payment instructions, such as check, bank transfer or Zelle, and you record each payment as it arrives, including partial payments.
Yes. Every new business starts on Free with unlimited invoices and estimates and up to 10 customers and vendors. No card is needed, and you can move to a paid plan from your workspace whenever you need more.
Free to start. Set up in minutes. No card needed.