HVAC contractors complete the work. Win! makes sure they get paid.
Maintenance contracts should charge themselves. On-site jobs should collect before the truck leaves. Commercial NET 30 invoices shouldn't take 47 days to clear. Win! connects to QuickBooks Online or Xero and automates the entire collection cycle — autopay, field invoicing, reminders, and real-time reconciliation.
Why we built Win! for HVAC
HVAC contractors told us the same thing: they finish a $4,000 commercial job and wait 45 days to see the money — while paying their technicians, fuel, and parts costs now. The accounting software was fine. The problem was everything that happens after the invoice. Win! was built to close that gap — automatically, without adding more work for you.
30-day free trial · No credit card required
47 days
Average DSO for HVAC contractors without autopay
$0
Fee to collect by ACH bank transfer (max $5 on any invoice)
60 sec
Time for a technician to invoice and collect on-site
Why HVAC cash flow is harder than it should be
HVAC contractors complete high-value work and then wait weeks to get paid. Win! closes that gap — automatically.
The problem
Maintenance contract billing
The Win! solution
Autopay enrolls commercial clients once. Every monthly or quarterly invoice charges automatically — no manual follow-up, no missed renewals, no awkward calls.
The problem
On-site service collection
The Win! solution
Technicians create invoices from their phone, share a payment link via SMS, and customers pay before the truck leaves. Invoice appears in Xero or QBO in seconds.
The problem
Commercial NET 30–60 delays
The Win! solution
Automated reminders keep invoices visible. Autopay converts NET terms to same-day collection. Surcharging passes the card fee so you keep every dollar of margin.
Win! for HVAC — key capabilities
Autopay for service contracts
Your maintenance agreement customers enroll once. Every invoice you raise — monthly, quarterly, or annual — charges automatically. Your contract revenue becomes as predictable as a direct debit.
Field Tech App for on-site collection
Your technician finishes the job, opens the Win! Field Tech App on their phone, picks the client, adds line items from your product catalogue, and sends a payment link by SMS — all in under 60 seconds. Customers pay while the tech is still on-site.
Automated invoice reminders
Win! sends timed, branded reminders on a schedule you set: 3 days before due, on due date, 7 days overdue, and 14 days overdue. Every reminder includes a direct Pay Now link. Reminders stop the moment payment arrives.
Credit card surcharge compliance
Pass the credit card processing fee to commercial clients who pay by card. Win!'s surcharge engine applies surcharging in permitted states and suppresses it where restrictions apply — configured once. For high-volume HVAC contractors, this recovers thousands per month.
Works with the accounting software you already use
Win! connects directly to Xero and QuickBooks Online. Your invoices sync automatically. Every payment reconciles back within seconds. Your accountant keeps doing exactly what they do today.
Even if your business isn't listed here, Win! works with virtually any company using QuickBooks Online or Xero together with Stripe.
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Legal disclaimer: This page is provided for informational purposes only and does not constitute legal advice. Credit card surcharge rules are governed by card-network agreements and applicable state and territorial law, both of which may change. Merchants should verify current requirements and consult a licensed attorney or payment compliance professional for guidance specific to their business.