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
- Clone the Invoice Generator and connect your rate card.
- Set the close-out sequence timing.
- Write the thank-you and review message once.
- Name the owner for unpaid follow-ups.
- Get paid faster and rank higher.
Related: Job Complete to Review Request and the bookkeeping automations.
