Traditional Route Planning
- Manual route planning
- Longer drive times
- Frequent backtracking
- Separate scheduling and routing
Invoicing
Invoicing that keeps cash flow moving
Turn completed work into professional invoices in minutes. Generate invoices from completed jobs, email customers instantly, accept online payments, and keep every payment tied directly to the job history.
From completed job to paid invoice in minutes
Momentum automatically pulls customer information, completed services, labor, materials, photos, and notes into a professional invoice. Instead of creating invoices manually after the workday, technicians or office staff can send invoices immediately after a job is completed. Whether you're invoicing one-time service calls or recurring maintenance customers, every invoice stays connected to the customer, property, and service history.
Generate invoices from completed jobs
Email invoices instantly
Accept secure online payments
Track invoice and payment status
From Customer Request to Scheduled Work
Momentum keeps every estimate connected from the initial customer request through customer approval and scheduling, helping your office avoid duplicate data entry while keeping work moving.
Customer Request
Capture new requests quickly and accurately.
Create Estimate
Build professional estimates faster with all the right details.
Customer Approval
Get approvals with confidence and keep customers in the loop.
Schedule Work
Put the job on the calendar and keep your schedule on track.
Assign Technician
Assign the right technician and get the work in motion.
1Customer Request
Capture new requests quickly and accurately.
2Create Estimate
Build professional estimates faster with all the right details.
3Customer Approval
Get approvals with confidence and keep customers in the loop.
4Schedule Work
Put the job on the calendar and keep your schedule on track.
5Assign Technician
Assign the right technician and get the work in motion.
Instead of re-entering customer information or rebuilding estimates, everything stays connected from the first customer request through scheduled work.
Everything after the job is done
Professional invoices with less admin work.
Visit-to-invoice
Generate invoices from completed work with one click.
Recurring billing
Automate contract and recurring service invoices.
Customer portal
Customers view and pay invoices online.
Aging reports
Track outstanding balances and follow up proactively.
Built for real-world service businesses
Smarter routing for real service days
Route optimization is only part of the picture. Momentum connects scheduling, dispatch, route planning, and technician navigation into one workflow.
With Momentum FSM
- One-click route optimization
- Shorter drive times
- Intelligent stop sequencing
- Scheduling and routing in one platform
Explore connected features
Routing works even better when combined with the rest of Momentum.
Common questions
Yes. Set up recurring schedules and automation rules for contract customers.
Ready to improve invoicing?
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