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U.S. service business guide

U.S. service invoices in English or Spanish

Prepare estimates and invoices in USD, keep customer addresses and service details together, and record payments. Work in English or Spanish from the first quote to the remaining balance.

  • English + Spanish
  • USD estimates and invoices

Eligible new accounts: try your selected plan for 7 days. Add a card at final setup. Cancel before the trial ends to avoid the renewal charge.

Illustrative scene of a service-business owner in the United States organizing customer work.

Real product view from a Puerto Rico workspace. Currency, addresses, and taxes depend on your selected country.

Built for the service day

Bilingual work. Local service days.

Keep customer details, saved services, invoices, and payment records together. Plan routes from client locations on Pro and PyME.

Miami service businesses

Bilingual from the first quote to the invoice.

Keep the customer, estimate, invoice, and follow-up available in English or Spanish, without retyping the same details.

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Texas field teams

The next stop and the next invoice, in view.

Save client addresses, plan route days on Pro or PyME, and invoice with the customer history at hand.

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U.S. sales tax is entered manually in FacturaOS. Confirm the rate and treatment that apply to your work with a qualified advisor.

One connected service day

Every stop has context. Every invoice has a trail.

Keep client details, service addresses, reusable services, invoices, and payment records in one workspace. Pro and PyME teams can plan routes from saved client locations.

01CustomerContacts + addresses
02Field dayRoutes on Pro + PyME
03CloseoutInvoice + payment

Market boundary

One country per business account.

Your account works in one country at a time, so invoices, taxes, and records always match where you operate.

Daily operating path

From agreed work to payment.

Start with the customer, move the work forward, and leave the next action obvious.

01

Photographers

Carry the session agreement into the invoice

Quote preparation, photography, editing, and delivery separately. Keep the agreed usage terms, client details, and recorded payments with the invoice.

  • Session scope
  • Editing
  • Delivery terms
  • Payment records
02

Junk removal businesses

Make the pickup scope and price easy to review

Save the pickup address and quote items, labor, and extra charges. Review quantities and USD prices before converting an eligible estimate into a linked draft invoice.

  • Pickup address
  • Job description
  • Labor
  • Agreed charges
03

Cleaning businesses

Make the cleaning scope clear before you invoice

Save the address, rooms, tasks, and visit date. Reuse cleaning services and convert eligible estimates into linked draft invoices.

  • Customer address
  • Service description
  • Visit date
  • Estimate โ†’ invoice
04

HVAC businesses

Explain the repair with clear line items

Quote diagnosis, labor, and parts separately. Review quantities and USD prices, then keep the due date and payment record with the client.

  • Diagnostic visit
  • Labor
  • Parts
  • Due date
05

Landscaping businesses

Reuse services for the next property visit

Reuse mowing, trimming, or mulch services. Adjust the quantity, price, and description for each property.

  • Saved services
  • Property address
  • Quantities
  • USD prices
06

U.S. setup

Set up currency, addresses, and sales tax deliberately

The U.S. profile uses USD, state, and ZIP fields. Add tax rates manually in Catalog and select them per invoice line. FacturaOS applies your rates; it does not determine local obligations or file U.S. returns.

  • USD
  • State and ZIP code
  • Saved tax rates
  • Line-level tax selection
07

Payment follow-up

Know which invoices still need attention

Record payments and review open or overdue balances. Use the service date, due date, and customer history when following up.

  • Payment records
  • Open balances
  • Overdue invoices
  • Customer history
08

U.S. territories

Review territory settings separately from the U.S. profile

Puerto Rico has separate IVU treatments and plan-specific workpapers. U.S. Virgin Islands has island addresses and manual taxes. Guam, American Samoa, and Northern Mariana Islands have no dedicated selectable profiles. Confirm current choices at setup.

  • Puerto Rico guide
  • U.S. Virgin Islands guide
  • Separate local settings
  • Confirm availability

FacturaOS

Start the next estimate with saved services.

Reuse your service descriptions and prices, then tailor the scope and quantity to each customer.

Puerto Rico product example; apply your own country's settings.

FacturaOS saved services with descriptions and pricesFacturaOS saved services with descriptions and prices

For the daily work

Tools for this workflow.

Start with the tool closest to the problem you want solved today.

United States

Useful next steps.

Country workflows

Find the guide for your operating region

Compare the client, estimate, invoice, and payment workflow with the country settings your business needs. Every guide is available in English and Spanish.

United States and territories

Explore U.S. service invoicing, Puerto Rico's local reporting, and the U.S. Virgin Islands profile. These are separate operating settings, even when a business invoices in USD.

Latin America and the Caribbean

Start with the regional checklist, then review the guide for your country. Currency, address details, tax treatment, and professional reporting requirements need their own review.

Puerto Rico is the default market. Confirm the countries currently offered during account setup; each business account uses one operating country. Regional guides do not imply local tax filing or support for every country or U.S. territory.

Before you choose the operating market

What owners ask before getting started.

Does the U.S. profile cover every U.S. territory?

No. Puerto Rico and the U.S. Virgin Islands have separate profiles. Guam, American Samoa, and the Northern Mariana Islands do not currently have dedicated selectable profiles. Review the country choices offered at setup and the regional guide before creating business records.

Can U.S. service businesses use FacturaOS?

FacturaOS includes a U.S. operating profile with USD, state and ZIP code address fields, and manual sales tax rates. Confirm that the United States is available in the operating-country choices when setting up your business account.

Can I create estimates and invoices in English or Spanish?

Yes. The interface and document labels are available in English and Spanish. Use your client's preferred language for the service descriptions and terms you write, and carry eligible estimates into linked draft invoices.

How can cleaning, HVAC, and landscaping businesses use it?

A cleaning business can reuse a service description for each visit. An HVAC business can separate diagnostic, labor, and parts charges. A landscaping business can reuse catalog services and adjust quantities for each property. Each workflow keeps the client, estimate, invoice, and payment records together.

Does FacturaOS calculate every state and local sales tax automatically?

No. Add and select U.S. sales tax rates manually. FacturaOS calculates invoice tax from the rates entered, but does not determine which jurisdiction, rate, or exemption applies. Confirm those decisions with your tax advisor before invoicing.

Does FacturaOS file U.S. tax returns or guarantee local compliance?

No. FacturaOS organizes estimates, invoices, payments, and reports. It does not submit U.S. tax filings or guarantee federal, state, or local compliance. Review your records and obligations with your professional advisor.

Country pages describe what FacturaOS supports, not tax, legal, accounting, licensing, or regulatory advice. Confirm current local requirements with qualified advisors before relying on a process or document format.

United States

Ready to run the whole day from one place?

Open your business account, select the operating country, and begin with the next real customer.

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