Finished work that never becomes an invoice is free work. This agent reads a completed job record and drafts an invoice with labor hours, parts used, and trip charges so billing happens the same day the truck leaves.
What's Included
- Line-item draft: Labor, parts, and trip fees pulled from the job.
- Customer match: Ties the invoice to the right account record.
- Review step: You approve before anything is sent.
- Follow-up hook: Ready for reminder automations after send.
How To Use
- Clone the invoice tracker app on this page.
- Close a job with hours and parts filled in.
- Ask the agent to draft the invoice.
- Review, send, and track payment status.
Continue with the invoice generator and invoicing prompts.