HVAC Invoice Desk
HVAC Service Invoice Tracker with Parts Markup and Overdue Chase. Invoice service calls, installs and maintenance agreements, add parts markup and chase late payers. Free to clone.
HVAC Invoice Desk is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 6 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Tonnage Desk and Tonnage. Its automations include Paid invoice alert, Weekday overdue chase and Renewal digest.
by @taskade
What you can do with HVAC Invoice Desk
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How HVAC Invoice Desk works
- Paid invoice alert: when Status becomes Paid, then Read the invoice ledger and Tonnage reads the paid invoice.
- Weekday overdue chase: when Every weekday at 7 AM, then Find overdue invoices and List the overdue invoices.
- Renewal digest: when First Monday at 9 AM, then Read the agreements and Tonnage writes the renewal digest.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Tonnage Desk, Tonnage
- Automations: Paid invoice alert, Weekday overdue chase, Renewal digest
- Workspace: 6 projects, 2 AI agents, 4 automations