Frequently ask Questions
Getting Started
What is Breezy Bills?
Breezy Bills is an all-in-one field service management platform that helps service businesses manage customers, schedule jobs, dispatch technicians, create estimates and invoices, collect payments, and grow their business from one easy-to-use platform.
Who is Breezy Bills designed for?
Breezy Bills is built for field service businesses, including:
- Plumbing
- Electrical
- Appliance Repair
- Garage Door
- Cleaning Services
- Pest Control
- Locksmith
- Landscaping
- Handyman
- General Contractors
- Property Maintenance
How do I get started?
Simply sign up for a free trial, add your business information, invite your team, create your first customer, and begin scheduling jobs.
Do I need to install any software?
No. Breezy Bills is cloud-based and works in any modern web browser. We also offer dedicated mobile apps for technicians and administrators.
Is there a free trial?
Yes. Every new account includes a 14-day free trial with no credit card required.
Features & Functionality
What features are included in Breezy Bills?
Breezy Bills includes:
- Customer Management (CRM)
- Job Management
- Scheduling Calendar
- Dispatch Board
- Estimates
- Invoices
- Online Payments
- Technician Mobile App
- Admin Mobile App
- Time Tracking
- Reports
- Notifications
Can I schedule and dispatch technicians?
Yes. Use the Dispatch Board to assign jobs, move appointments with drag-and-drop scheduling, and monitor technician availability in real time.
Can I manage customer information?
Yes. Store customer contact details, service history, notes, properties, and previous invoices in one place.
Can I create estimates and invoices?
Yes. Create professional estimates, convert approved estimates into jobs, and generate invoices in just a few clicks.
Can technicians upload photos and notes?
Yes. Technicians can upload job photos, attach documents, add notes, and update job statuses directly from the mobile app.
Does Breezy Bills support recurring maintenance?
Recurring maintenance plans and service agreements are planned for a future release.
Plans & Pricing
Which plan is right for me?
- Starter – Ideal for solo technicians.
- Grow – Perfect for small service teams.
- Advanced – Designed for growing businesses.
- Enterprise – Custom solutions for larger organizations.
Can I upgrade or downgrade my plan?
Yes. You can change your subscription at any time as your business grows.
Are there any setup fees?
No. There are no setup fees for Starter, Grow, or Advanced plans.
Do you offer annual billing?
Yes. Annual billing saves up to 20% compared to monthly billing.
What payment methods do you accept for subscriptions?
We accept all major credit and debit cards for subscription payments.
Mobile Apps
Does Breezy Bills have a mobile app?
Yes. Breezy Bills includes two dedicated mobile apps:
- Technician App
- Admin App
What can technicians do in the Technician App?
Technicians can:
- View assigned jobs
- Navigate to customer locations
- Update job status
- Track time
- Capture photos
- Add notes
- Generate invoices
- Collect payments
- Capture customer signatures
What can administrators do in the Admin App?
Business owners, dispatchers, and office staff can:
- Monitor today’s schedule
- View technician progress
- Create and assign jobs
- Manage customers
- Review estimates and invoices
- Track payments
- Receive real-time notifications
- Access business reports and dashboards
Can I use Breezy Bills on tablets?
Yes. Breezy Bills is optimized for desktops, tablets, and smartphones.
Setup & Support
How long does setup take?
Most businesses can be up and running within an hour.
Do you provide onboarding?
Yes. Every customer receives onboarding resources, product documentation, and setup assistance.
How do I contact support?
Support is available via email, live chat, and our Help Centre.
Enterprise customers also receive dedicated support.
Do you offer phone support?
Phone support is available on selected plans.
Where can I learn how to use Breezy Bills?
Visit our Help Center for guides, tutorials, videos, and product documentation.
Billing & Payments
Can I collect payments from customers?
Yes. Technicians can collect payments directly after completing a job using supported payment methods.
Can customers pay invoices online?
Yes. Customers can securely pay invoices using the online payment link included with their invoice.
Will I receive subscription invoices?
Yes. Subscription invoices are automatically generated and available in your account.
Can I cancel my subscription?
Yes. You may cancel your subscription at any time.
Security & Privacy
Is my business data secure?
Yes. Breezy Bills uses secure cloud infrastructure, encryption, and industry-standard security practices to protect your data.
Who owns my data?
Your business always owns its data. You can export your information whenever needed.
Are backups performed automatically?
Yes. We regularly back up customer data to ensure reliability and business continuity.
Can I control employee access?
Yes. Administrators can assign user roles and permissions to control access to different areas of the platform.
Account Management
Can I invite additional users?
Yes. Depending on your subscription, you can invite technicians, dispatchers, office staff, managers, and administrators.
Can I import my existing customer data?
Yes. Customer records can be imported to make switching to Breezy Bills simple.
Can I manage multiple technicians?
Yes. Assign jobs, monitor technician status, and manage schedules from one centralised dashboard.
Can I access Breezy Bills from anywhere?
Yes. Since Breezy Bills is cloud-based, you can securely access your business from any location using your desktop, tablet, or mobile device.
Will Breezy Bills grow with my business?
Absolutely. Whether you’re a solo contractor or managing multiple teams across different locations, Breezy Bills is designed to scale as your business grows.