What is My Billing Buddy?
My Billing Buddy is an Android software application tailored for field service and route-based businesses, such as handyman, lawn care, pest control, and cleaning services. It streamlines the entire process from initial estimate to final invoice, allowing technicians to manage jobs directly from their trucks. The software supports customizable services, products, pricing, notes, and disclaimers, and enables recording payments for accurate customer balances. It captures customer or technician signatures on-screen and emails signed or unsigned PDF invoices and receipts immediately. Data is stored on the device, not in the cloud, enabling offline operation. Integration with Google Calendar and Google Maps provides scheduling, mapping, and routing capabilities, including driving directions and one-tap customer communication.
For office management, the optional MBB "Desk View" add-on converts Android transaction files into a Microsoft SQL database, allowing sorting and analysis of customer history, transactions, and outstanding balances on a Windows computer. The software exports CSV files for backup and record-keeping, ensuring paperless efficiency. My Billing Buddy is offered at a low monthly subscription, with a non-refundable annual payment per truck.
Features
- Customizable Invoicing: Create estimates and invoices with services, products, pricing, notes, and disclaimers.
- Signature Capture: Collect customer or technician signatures on the device screen, included in PDF invoices.
- Email Invoices: Instantly email signed or unsigned PDF invoices to customers and office.
- Offline Operation: Store data on the device, not in the cloud, enabling use without internet.
- Google Calendar Integration: Schedule, view, and load jobs from Google Calendar with recurring options.
- Google Maps Integration: View jobs on map, get driving directions, and load work from maps.
- Payment Recording: Record payments against current or open invoices to maintain accurate balances.
- CSV Export: Export completed job details as CSV for office records and backup.
- Customizable Setup: Tailor services, products, prices, and settings for various route businesses.
- Desk View Add-On (Optional): Convert Android files to SQL database for desktop analysis of transactions and customer history.
Use Cases
- Field service businesses need to invoice customers on-site from a mobile device.
- Route-based companies wanting to eliminate paper receipt books and automate invoicing.
- Businesses requiring offline data storage for field operations in areas with poor connectivity.
- Managers tracking multiple technician schedules and job progress via Google Calendar.
- Office staff analyzing customer history, payment status, and product usage from field data.
FAQs
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What devices are compatible with My Billing Buddy?
My Billing Buddy requires an Android device with originally installed Google applications and at least Android version 6. -
Is an internet connection required to use My Billing Buddy?
No, data is stored on the device, not in the cloud, allowing offline operation. However, emailing invoices and using Google Maps features require an internet connection. -
How does the Desk View add-on work?
The Desk View add-on converts My Billing Buddy transaction files from Android devices into a Microsoft SQL database on a Windows computer, allowing sorting and analysis of customer history, transactions, and balances. -
Can I send invoices with customer signatures?
Yes, customers or technicians can sign on the device screen, and the signature is included in the emailed PDF invoice.
