No guesswork. No complicated setup. This is the complete picture, from your first job to getting paid.
A real HVAC invoice from voice note to customer SMS, then the complete setup walkthrough.
Voice note → Invoice
Full setup walkthrough
🔊 Turn on sound for the best experience.
Go to usefieldforge.com/app, enter your cell number, and confirm the code we text you. No approvals, no waiting.
Right after you verify your number, fill in your company name, hourly rate, tax rate, and address. Takes about a minute.
FieldForge creates a Google Sheet for your company, pre-loaded with 100 parts for your trade. Edit prices anytime in Google Sheets.
Open Team and add each tech's name and cell number. That's it. They sign in with a code texted to their phone.
Job is done. Before leaving the driveway, the tech opens FieldForge and holds the mic button.
Something like: "Johnson on Oak Street, replaced the capacitor and contactor, cleaned the coils, 2.5 hours." That's it. Equipment details (brand, model, and serial number) are captured automatically if you mention them.
The AI transcribes the voice note, extracts the job details, matches parts to your price sheet, calculates labor at your hourly rate, and builds a branded PDF, automatically.
The draft invoice appears on screen instantly, nothing reaches the customer yet. Tap Edit to fix anything (customer details, parts, labor, or notes) then tap Send Invoice. Nothing goes out until you send it.
The invoice is delivered to the customer by SMS, email, or both. You pick the default in Settings, with a Pay by card button built right in.
Customers tap Pay by card on the invoice, the job marks itself Paid automatically and the money lands in your bank. Taking cash or a check instead? Tap Mark Paid on the job. (One-time: connect card payments in Settings to link your bank.)
For bigger jobs, flip the toggle to Estimate and send. Your customer gets a branded price estimate they approve with one tap, no charge. The moment they approve, you're notified; tap Convert to Invoice to bill it once the work's done.
Here's what happens in the ~10 seconds between your voice note and the finished invoice.
Your voice note is sent to Groq Whisper, one of the most accurate speech-to-text models available. It handles accents, background noise, and trade terminology.
An AI model reads the transcript and pulls out: customer name, address, parts used, quantities, labor time, and customer phone number.
"Wax seal" and "wax ring" both map to the right part. Every part mentioned is matched against your Google Sheets price list, including common aliases.
Parts total + labor hours × your hourly rate + tax = invoice total. All calculated with your actual rates, not estimates.
A professional branded PDF invoice is generated with your company name, logo (if uploaded), and all job details. Looks like you paid a designer to make it.
The invoice and payment link are texted (or emailed) to the customer the moment you tap Send Invoice.