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Holdings

Invoicing for HVAC Contractors

HVAC invoices and estimates that get you paid the same week.

Build a clean, itemized HVAC invoice or estimate — parts, labor, refrigerant, service-call fees — in under a minute. Send it with a payment link so the homeowner pays by card before you leave the driveway.

Free — no monthly fee. 3% + $0.30 when you collect. Add accounting ($25/mo) and every paid invoice auto-reconciles into your books.

*Free business checking · 1.75% APY · FDIC insured to $3M

Itemize the way HVAC jobs actually bill.

An AC install, a furnace repair, and a maintenance call don’t bill the same way. Holdings’ invoice builder lets you line-item equipment, labor hours, refrigerant, permits, and a service-call fee — with a deposit on bigger installs so you’re not floating parts.

Every invoice and estimate carries a payment link. Clients pay by card on the spot; funds land in your free Holdings checking.

  • EstimatesQuote an install with equipment + labor line items, then convert to an invoice in one click.
  • Service callsBill diagnostic + repair with a flat service-call fee.
  • MaintenanceSend recurring tune-up invoices (with the $25/mo plan).

Look established, get paid faster.

A branded HVAC invoice with a one-click payment link gets paid faster than a handwritten ticket. Add your logo, license number, and brand color (with the $25/mo Software plan) so every job looks like the professional outfit you run.

Banking and unlimited invoicing are free. Add accounting ($25/mo) and your paid invoices auto-reconcile, parts and fuel auto-categorize, and your P&L stays current — no shoebox of receipts at tax time.

Frequently asked questions

Send your first HVAC invoice in 60 seconds.

Free invoicing, free business checking, and accounting when you want auto-running books.

Disclosures

Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.

Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.

Deposits are insured up to $3 million total through a combination of i3 Bank, Member FDIC, and additional program banks. Each account is separately insured up to $250,000 per account holder per bank. Holdings accounts are subject to approval. Terms and conditions apply.