In the field service space, time is money and delays in invoicing or payment collection can quickly eat into your margins. That’s where a smart, streamlined invoicing and payment app can make all the difference. Project 2 Payment’s mobile app brings your invoicing, payments, scheduling, and client management into your pocket, so you can bill faster, get paid sooner, and work more efficiently.
What Is the Project 2 Payment Mobile App?
Project 2 Payment, already known for its contractor-friendly web platform, launched its mobile app in 2025. The app is available on iOS and Android devices. For existing Project 2 Payment users, the mobile version offers full access to core functionality: estimates, invoicing, payments, scheduling, project tracking, and client management.
The Project 2 Payment mobile app lets you:
- Create estimates and invoices directly on the job site.
- Accept payments (credit cards, eChecks, etc.).
- Use QR codes to offer in-person payment on the spot.
- Manage your schedule and client appointments.
- Track project and payment status in real time.
- Access client records, payment history, and invoice tracking.
- Synchronize between your desktop and mobile versions automatically.
If you’re curious how to get it, sign up for Project 2 Payment and then go to the support article shows how to download the mobile app and get set up, both for Android and iOS.
Step-by-Step: How the App Works in Practice
Here’s a typical workflow of how a user might use the Project 2 Payment mobile payment app and invoicing app in real life:
- Open the mobile app and create a project. Within seconds you select or input the customer data, select line items (preloaded from you item library), and schedule the project/job.
- Generate the invoice with a click of a button. Once your job is done (e.g. repair, installation, cleaning, etc.), issue an invoice or request deposit on the spot.
- Accept payment via card or eCheck (or QR code in person). If the customer is present, you can let them pay via card or eCheck through the app. You can also display a QR code they can scan to pay on their own device.
- Track invoice and payment status in real time. The dashboard updates instantly, so you always know which invoices are paid, overdue, or pending.
- Send reminders and follow up. For unpaid invoices, the system can send automated reminders or escalation notices, reducing manual follow-up.
- Automatically sync with web version and reporting. Everything you do in the app syncs with your main account. You can run reports, export data, or access full records back at the office.
This workflow replaces a lot of delayed, manual, or dual-entry tasks with instantaneous, mobile-native operations.
Why Using This Invoicing App Boosts Productivity
Switching from traditional paper or desktop-only invoicing to a mobile invoicing app and payment app offers several productivity gains. Here’s how Project 2 Payment’s mobile app aligns with general best practices and user benefits:
Productivity Benefit | How Project 2 Payment’s App Delivers |
Invoice immediately, even in the field | Rather than waiting to return to the office, you can bill right after service, reducing lag time and the gap between the outstanding work the invoice. |
Reduce manual tasks and double entry | No more writing out or creating invoices manually, entering them later, or copying data between systems. Mobile-native invoicing eliminates duplication. |
Automated payment reminders and tracking | Set up automated customer reminders and be notified via BCC on payment receipts so you always stay in the loop without extra manual follow-up. |
Better visibility into cash flow | Having real-time data in your hand helps you see which jobs are paid vs. due, and which clients owe you, making planning easier. |
Eliminate paper, postal, and administrative overhead | You no longer need to print, mail, physically store paper invoices, and wait for payment. That saves not only time but also material costs. |
On-the-fly edits and adjustments | Clients sometimes ask for tweaks when you’re on site. With a mobile app, you can adjust estimates or invoices in real time, without having to wait until later. |
Seamless sync between field and office | The mobile and desktop versions stay synchronized, so no data gets lost and your team in the office always has up-to-date information. |
In broader studies of mobile invoicing apps, users often report cutting invoicing time in half or more. And mobile apps with automation features are especially effective at reducing repetitive, low-value tasks.
How the Mobile App Helps You Save Money
Beyond boosting your team’s output, here’s how Project 2 Payment’s mobile payment app/invoicing app saves you actual dollars:
- Lower administrative labor costs. If your staff spends less time manually invoicing, chasing payments, or reconciling records, you can reallocate labor to core operations (or save on hiring).
- Reduced paper, postage and filing expenses. No more printing costs, postage stamps, or filing expenses for mailed invoices. Everything is digital.
- Reduced delinquency and late payment fees. The faster you invoice and make it easy for clients to pay, the fewer invoices go overdue. Late payments cost you working capital; minimizing them saves opportunity cost.
- Improved cash flow = less reliance on credit. When payments arrive faster and more predictably, you need less external financing or short-term borrowing. That means lower interest or bank fees.
- Fewer billing errors and disputes. Automated calculations, templated items, and consistent records reduce human error. Fewer billing disputes mean fewer refunds, adjustments, or loss of revenue.
- Better customer retention and reputation. A smooth, professional billing experience builds trust. Happy customers are less likely to leave or contest invoices, which saves you re-work.
Because Project 2 Payment supports mobile payments, QR codes, and diverse payment methods, there’s also less friction for customers. Lower payment friction typically means fewer bounced or abandoned invoices.
Addressing Common Questions / Objections
Here are a few questions people often ask when considering a mobile invoicing app / payment app like Project 2 Payment:
Q: What if my customer doesn’t want to pay by card or digitally?
You can always record cash or check payments in the system, so your books stay accurate.
Q: Is data secure?
Project 2 Payment uses encryption, PCI-compliant processing, and tokenization to keep sensitive information safe.
Q: Will the mobile app lack features compared to desktop?
In this case, the mobile app is designed to mirror core workflows so that you don’t lose functionality in the field. Features like estimates, invoicing, payments, scheduling, client tracking, and QR-code payments are all supported.
Q: What about setup or training?
Because Project 2 Payment is built to be simple and intuitive, many users can get up and running quickly. Our support resources can help with onboarding, and users who already use the web version often find the transition seamless.
Tips to Maximize Productivity and Savings Using Project 2 Payment’s Mobile App
To make the most of the mobile invoicing app / payment app, here are best practices and tips:
- Preload your item library. Upload your common services, parts, and prices ahead of time. That way you can invoice with a few taps.
- Duplicate projects for standard jobs. Easily duplicate projects for frequent job types so you don’t recreate estimates or invoices each time.
- Turn on automated reminders. Set up a schedule of reminders so the app automatically nudges clients about overdue invoices.
- Encourage digital payments. Let clients pay via card or eCheck and make it easy and fast for them to settle. You can also let them scan a QR code in person to pay via card or eCheck.
- Train your field team. Make sure your technicians or staff are comfortable using the mobile app so they don’t revert to paper or delay billing.
- Review metrics and reports weekly. Use the dashboard/data export to spot slow-paying clients, outstanding invoices, or inefficiencies.
- Sync with your accounting or bookkeeping workflows. Even though the mobile app handles invoices and payments, ensure that your accounting processes incorporate the exported data to maintain consistency.
Conclusion: Why Project 2 Payment’s Mobile Invoicing App Is a Smart Business Move
A well-designed invoicing and payment app doesn’t just add convenience, it transforms your operations. With Project 2 Payment’s mobile app, you replace delay, redundancy, and friction with speed, clarity, and automation.
By empowering you (and your team) to issue invoices immediately, accept payments on site, and manage billing in real time, the app unlocks two key business levers: higher productivity and lower overhead costs. As those savings build over time, you’ll see fewer late payments, smoother cash flow, and more time to focus on growing your business.
