Roofing Invoice Desk
Roofing Invoice Desk with Staged Billing. Bill roofing jobs in stages, track insurance supplements and show homeowners a payment schedule. Free to clone.
Roofing Invoice Desk is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Shingle. Its automations include Final invoice due when job is Complete, Reminder draft when invoice is Sent and Overdue invoice digest, Monday 8 AM.
by @john
What you can do with Roofing 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 Roofing Invoice Desk works
- Final invoice due when job is Complete: when a job is set to Complete, then Email the final invoice due.
- Reminder draft when invoice is Sent: when an invoice status changes, then Shingle drafts the reminder and Comment the draft on the invoice row.
- Overdue invoice digest, Monday 8 AM: when Every Monday at 8 AM, then Find invoices past their due date and Join overdue invoices into a list.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Shingle
- Automations: Final invoice due when job is Complete, Reminder draft when invoice is Sent, Overdue invoice digest, Monday 8 AM
- Workspace: 5 projects, 1 AI agent, 3 automations