You finish a job, jot down the hours, the parts, and the trips, then forget half of it by the time you bill. This tool turns those job notes into a clean invoice. Type what you did in plain words, and Taskade lines up every hour, part, and trip into a ready-to-send invoice with the totals worked out for you. Built for the tradesperson, the contractor, and the solo operator who would rather be on the job than chasing paperwork.
What's Included
- Invoice Builder: Type "3 hours labor, 2 filters, one call-out fee" and get a line-itemized invoice with a USD total ready to send.
- AI Agent: Ask "who owes me money?" or "which invoices are unpaid this month?" and get a straight answer pulled from your records.
- Connected Projects: Link each invoice back to the customer and the job using connected projects, so Customers, Jobs, and Invoices stay tied together.
- AI Agent Setup: A custom agent reviews your notes and flags any billable item you forgot to add.
- Automation: A flow sends a polite reminder when an invoice goes unpaid, so you stop leaving money on the table.
How To Use
- Clone this tool into your workspace.
- Type your job notes in plain words, hours, parts, and trips, one per line.
- Let the AI turn them into a line-itemized invoice with totals.
- Set a reminder automation for unpaid invoices so follow-up runs itself.
- Send the invoice the same day and get paid faster, with nothing billable slipping through.
Want the full back office? Pair this with a CRM from the Community Gallery to track every customer and job in one place.