AI WorkflowsCategoriesField Service

⭐ Close Job And Request Review with AI

Turn a finished visit into a paid invoice and a five-star review the same afternoon. Completion fires the bill, the thank-you, and the review link while the customer is still glad you came.

UNIT · TASKADE.FLOW5 STEPS

How this flow runs

When

Task Completed

Taskade

Then 1

Agent

Invoice Reviewer

Ask an agent · Taskade AI

Knows
your rate card and chart of accounts
Remembers
every invoice it has checked

Then 2

Create & Send Invoice

Stripe

Then 3

Send SMS

Twilio

Then 4

Add Task

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

The best moment to ask for a review is the hour after a technician fixed the problem. The best moment to send the invoice is the same one. This automation takes both while the goodwill is fresh instead of a fortnight later.

What's Included

  • Completion trigger: marking a job done starts the close-out sequence in automations.
  • Invoice draft: hours, parts, and the agreed rate assembled into a sendable invoice with the job photos attached.
  • Review request: a short thank-you and review link timed to land the same day.
  • Warranty note: an AI agent writes the plain-language summary of what was done and what is covered.
  • Follow-up flag: unpaid invoices and unanswered review requests resurface to a named owner.

How To Use

  1. Clone the Invoice Generator and connect your rate card.
  2. Set the close-out sequence timing.
  3. Write the thank-you and review message once.
  4. Name the owner for unpaid follow-ups.
  5. Get paid faster and rank higher.

Related: Job Complete to Review Request and the bookkeeping automations.

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