The gap between finishing work and billing for it is where margin quietly leaks. Hours get remembered wrong, parts get forgotten, and the invoice goes out three weeks late for less than the job was worth. This automation closes that gap at the moment of completion.
What's Included
- Completion trigger: marking a work order done starts the billing sequence through automation triggers.
- Line assembly: logged hours, parts issued, and agreed rates become invoice lines without a re-key.
- Evidence attached: photos and the customer sign-off travel with the invoice, so a query has its answer already.
- Written description: an AI agent turns technical notes into a line description a customer understands.
- Approval gate: anything over your threshold routes to a named approver before it sends.
How To Use
- Clone a live kit and load your rate card.
- Map work-order fields to invoice lines.
- Set the approval threshold and its owner.
- Test with one completed job end to end.
- Bill the same week you worked.
Pair with Close Job And Request Review and the bookkeeping automations, or explore live systems in the Community Gallery.