How Daniell Heat & Air Reduced Payment Delays with Service Fusion Payments 

From checks sitting in trucks to payments collected on the spot, Daniell Heat & Air brought payments into the workflow and got 8–10 hours back every week. 

Products Used: 
Service Fusion Payments 

Industry: 
HVAC 

Team Size: 
~20 technicians 

Key Results: 

• 8–10 hours/week back from payment admin 

• Collect payments (check or card) before leaving the jobsite  

No more checks sitting in trucks for weeks 

Jobs are moving constantly at Daniell Heat & Air. For a while, the money didn’t always move with them. 

Checks came in from the field whenever techs made it back to the office. Sometimes that was the same day. Sometimes it wasn’t. And every payment that came in still had to be entered and matched by hand. 

Shannon manages dispatch and operations. She felt it every day. 

“It would probably be about 2 hours a day manually posting payments. That’s 8 to 10 hours a week.” 

That’s a part-time job just to record money already earned. 

Bringing Payments Into the Same Workflow 

Daniell was already running jobs through Service Fusion. Scheduling, dispatch, and invoicing all lived in one place. Payments were the one piece happening outside of that flow. 

Adding Service Fusion Payments pulled that final step into the same place. 

Now when a job wraps up, the tech handles payment right there. If the customer pays by check, they use Check Capture to snap a photo and deposit it from the field. If they’re paying by card, the tech runs it on the spot or sends the invoice directly. 

“We can send the invoice, and they can pay before we even leave the house,” Shannon says. 

The job, the invoice, and the payment all close out together. Nothing waits on someone to get back to the office. 

Money in the Account, Not in a Truck 

Once payments moved into the workflow, the backlog cleared out. There was no longer a gap between finishing the job and getting paid. 

“Money goes into the account right away instead of sitting in trucks for a week or two,” Shannon says. “That’s a big deal.” 

The office felt it immediately. The time spent posting payments and reconciling them dropped off, giving them back 8 to 10 hours a week.  

When the Job Is Done, It’s Paid 

At Daniell Heat & Air, payments now happen in the same place as everything else. 

Techs move from job to invoice to payment inside Service Fusion, without switching tools or creating extra work for the office. The same system that schedules the job now closes it out. 

“It’s all in one place, it’s seamless, and it saves us hours every week,” Shannon says. 

For a team running at full speed, that changes how the day ends. Jobs don’t carry over. Payments don’t pile up. The work gets done, and the job is actually finished. 

Close Jobs and Get Paid in One Place 

Service Fusion Payments brings invoicing and payments into the same workflow your team already uses to run jobs—so you can send the invoice and get paid without extra follow-up. 

Turn on payments in your account and start collecting on-site.