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Streamline HVAC Projects & Payments with a Single Tool

Get HVAC invoice software that saves you time so you can spend less time at the desk and more time in the field. Sign up and recieve a 30-day free trial.

HVAC invoice software

Get the Best HVAC Field Service Software

Project 2 Payment provides a smooth experience with a simple workflow to build projects, send estimates, and get paid faster. 

Create project estimates with the best field service management software

Create Projects

Send project invoices with the best field service management software

Send Project Estimates

Track projects and payments with the best field service management software

Invoice for HVAC Work

Affordable pricing for card payment processing

Receive Digital Payments

Create Customer (no shadow)

Complete More HVAC Work

Spend less time managing it with the best invoicing software for HVAC contractors.

With Project 2 Payment, HVAC companies can create a seamless customer experience that streamlines HVAC projects, cuts billing time, and tracks your projects and payment history for you.

Our HVAC billing software is uniquely built for anyone in the HVAC industry such as:

  • HVAC contractors
  • HVAC technicians
  • HVAC professionals

The Go-to HVAC Business Software for Small Businesses

Growing your small business has never been easier. Our simple-to-understand HVAC service software helps you improve efficiency in your business operations and offer customer service that rivals your biggest competitors. Manage work orders, customer information, and service agreements in one place. Take credit card payments in real-time online or through the mobile app, and never miss a payment for heating or air conditioning services again.

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Getting Started

Project 2 Payment is an ideal fit for US-based: 

  1. Small home or commercial service businesses that want to keep the project to payment process simple 

  2. Trades contractors such as electricians, plumbers, HVAC technicians, painters, landscapers, snow removal contractors, masonry contractors, cleaning business owners, and flooring contractors, etc. 
  3. Any business that provides their customers with an estimate and/or invoice for services and needs the ability to take in-person or online payment 

Absolutely! Project 2 Payment was built with small business owners in mind. Whether you’re a team of 1, 2, or 10, you’ll love how simple, easy, and fast it is to send estimates, create invoices, collect payment, and create reports. 

Once you sign up for Project 2 Payment, you get instant access to the software and can start adding customers and setting up your item library. To start sending invoices and processing payments, you’ll need to fill out a merchant application form. Typically, businesses are approved within 24 business hours of submitting the application form 

All you need to do is complete the sign-up form to open your Project 2 Payment account. After you log into your account, you will be directed to complete a merchant application form to enable payment processing. If you have any questions during onboarding, our support team is happy to assist you.  

Payment Processing

After you sign up for Project 2 Payment and log into your account, you will be asked to complete a merchant application form to enable payment processing. Typically, businesses are approved within 24 business hours of submitting the application form, but if you have any questions during onboarding, our support team is happy to assist you.  

  • Credit or debit cards (Visa, MasterCard, Discover, and American Express) 
  • ACH electronic check (eCheck) 
  • Paper cash or paper check

Be sure to track paper payments in Project 2 Payment so you have complete payment history records and know which invoices are still outstanding.

Project 2 Payment offers a flat rate of 2.9% + $0.30 per transaction across all credit card types and 0.5% + $0.25 per transaction for eChecks. 


Of course! You can create an invoice the same way you would create an estimate by adding line items from your custom item library to show the subtotal, tax, and final amount due. If you already created an estimate for the projectsimply convert it to an invoicwith a click and select the percentage of the project you’re billing for.   

  • There are three ways your customers can pay after you invoice them—and you get to choose which you use! 

    1. In Person: Cash, credit/debit card, or check. You can track any payment type in Project 2 Payment to mark an invoice as paid.
    2. Online: Customers can either pay online directly on your website using a payment page, or through an email payment link alongside their invoice. Online payments must be made by card or eCheck so you and your customer receive notification of the transaction. 
    3. Quick Pay: If your customer has paid you before and saved a preferred payment method, with your customer’s permission, you can charge their preferred saved payment method on file by clicking the dollar sign by their name in the “Customers” tab. 


Yes! With Project 2 Payment, it’s quick and easy to create project estimates from your phone or computer. Then, you can email the project estimate directly to your customer for approval before you even leave the job site.

Absolutely. When creating an estimate, simply toggle on “Approval Required” on to send an approval email to your customer. To request a down payment, toggle on “Down Payment” and set the amount or percentage due. 


The Invoices tab on your left navigation bar organizes and manages all your invoices in one place. Here you can sort to see all your outstanding invoices and resend links as needed to encourage payments.

The Payment Activity tab on your left navigation bar, opens a dashboard you can use to easily sort and filter all your payment activity, plus:

  • Search for a specific account holder or payment. 
  • Use the “Take Payment” button to collect a one-time payment that is not tied to a specific project
  • Click on the magnifying glass next to any payment in the list to view payment details. 
  • Export a raw data file of all activity

Devices & Accessibility

Project 2 Payment is available for download on the Google Play Store! We are actively working to get Project 2 Payment available for download on the Apple App Store as well. In the meantime, Project 2 Payment is web-based and fully optimized for use on any mobile, tablet, or desktop devices. Simply navigate to the login screen through your phone or tablet browser. 

Project 2 Payment is compatible with any computer (Windows or Mac), mobile device, or tablet. It’s fully web-based, so as long as your device has an internet or mobile connection, you have access to all your Project 2 Payment data. If you are in the field, at your desk, or double-checking something for a customer while on vacation, you can switch from device to device and log into Project 2 Payment with any device you have on hand. 


The software is $20 per month for unlimited users plus applicable payment processing fees:

  • Card processing is 2.9% + $0.30 per transaction 
  • eCheck processing is 0.5% + $0.25 per transaction 
  • No cancellation fees 
  • No time-based contracts 
  • Credit or debit cards (Visa, MasterCard, Discover, and American Express) 
  • ACH electronic check (eCheck) 
  • Paper cash or paper check

Be sure to track paper payments in Project 2 Payment so you have complete payment history records and know which invoices are still outstanding.

Project 2 Payment offers a flat rate of 2.9% + $0.30 per transaction across all credit card types and 0.5% + $0.25 per transaction for eChecks. Contact sales to learn more about our surcharging options as an alternative way to build processing fees into your payment model.


Always! Our Project 2 Payment Support Team and all our other team members are based right here in the United States and never outsourced so we can confidently meet your needs the first time you reach out for help.

During office hours (8:00 a.m. to 5:00 p.m. Monday through Friday Central Time), your phone call will be answered immediately by a live Support Team Member. Email or support ticket inquiries are responded to within one business hour.

Our support team has an average 4.9 star customer help rating, so you’re sure to get fast and accurate assistance.

There are a few ways to get in touch with the Project 2 Payment Support Team:  

  1. Phone: You can reach our US-based Support Team directly by phone Monday through Friday, from 8:00 a.m. to 5:00 p.m. CST at 855-447-7541. 
  2. Email: 
  3. Self-service Portal/Ticket Request: On the left-side navigation bar in Project 2 Payment, click “Contact Support” to access a full library of help articles. If you still can’t find what you need, click “Submit a Request” in the top right corner to create a help ticket. 

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