Mark a job complete and an invoice draft appears with the labor hours priced at the right rate, every part listed at your markup, the trip charge applied, and the customer address already filled in. Same day, before the details go cold and before the technician forgets the extra fitting he pulled off the truck.
The live Taskade Genesis app on this page is the working version of that flow. Open a completed job, look at how the billable lines assemble, then use it and a running copy is yours in about ten seconds. You are trying the finished product, not reading about it.
That app is the Simple Store Manager, a live Taskade Genesis app you can click through and clone in about ten seconds. It is not a field service invoicing app out of the box, so treat it as the starting point: clone it, then carry its priced line items across and describe the rest of this build to Taskade Genesis.
What the build gives you is a real billing record. Each job carries a rate table for regular, overtime, and emergency labor, a parts list with cost and sell price, a trip or minimum charge rule, and a tax line. When the technician closes the job, the app assembles the draft and shows the math, so the office reviews rather than rebuilds. Jobs on a service agreement price differently and the app knows which ones those are. Anything unusual, an unpriced part, a labor entry with no matching rate, a job that ran double its estimate, is held for a human instead of quietly going out wrong. The whole path is documented in invoice automation.
The billing queue renders wherever you need it:
- Table view for the full billing run, every draft with amount, status, and age in columns
- Board view to move invoices from draft, to approved, to sent, to paid
- Calendar view to see what is due and what is overdue by date
- List view to read a single invoice with its source job attached
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations get the invoice out the door. With Taskade automations, completing a job triggers the draft, a review task lands with the office, and approval sends the invoice by email. A schedule trigger chases anything unpaid after your terms lapse. Across 100+ bidirectional integrations, Gmail and Stripe connect the sending and payment side while Slack pushes a heads-up when a large invoice clears. See Stripe checkout actions and scheduled automations.
The AI agents in the app carry 34 built-in tools including persistent memory, file analysis, web search, custom slash commands, and multi-agent collaboration, running on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers. The Billing agent writes the plain-English description of work that customers actually read, translating "replaced cap 45/5 dual run" into a line the homeowner understands, which is the single biggest reducer of billing disputes.
Use the app, invite your office and your bookkeeper, and the rate tables, the drafts, and the history are yours.
See how other operators structure billing in the Community Gallery, build your own from scratch at Taskade Genesis, or read the finance app guide. This pairs directly with work order photo capture for the source data and on-site payment closeout if you would rather collect before the van leaves.
The number worth watching here is days from job completion to invoice sent. In most small service businesses it sits somewhere between four and twenty days, and almost none of that is deliberate. It is paperwork waiting on a technician, a rate somebody had to look up, or a description nobody had time to write. Collapsing that to the same day changes your cash position without changing a single price. The office role changes too. Instead of assembling invoices, someone reviews drafts and handles the genuine exceptions, which is a shorter job and a far less frustrating one.
Frequently Asked Questions
Does this replace my accounting software?
No, and it should not. It replaces the gap between the field and the accounting software: the pile of completed jobs waiting to be turned into billable lines. The finished invoice data pushes out to your accounting workflow through 100+ bidirectional integrations, so your books stay where they are.
How does it price parts?
You define the rule once, whether that is a fixed markup percentage, a tiered markup by cost band, or a flat price book. The agent applies it to every part on every job and flags any part it has never seen so you can price it before the invoice goes out.
What about jobs under a service agreement?
Agreement jobs are marked at dispatch and priced by their contract terms instead of standard rates, including covered labor, covered parts, and any excluded work billed separately. Renewals and coverage are tracked in service agreement renewals.
Can it invoice a job that is only partially complete?
Yes. Progress billing is a common pattern for multi-day work. Mark the milestone, bill the labor and parts consumed so far, and the remaining lines stay open on the job until the next milestone closes.
Will customers get an invoice that looks like ours?
Yes. Your logo, your terms, and your payment instructions apply to every draft. On Business plans and above you can publish the whole billing portal on your own domain with customer sign-in, covered in custom domains.
How does it handle taxes across different jurisdictions?
You describe your tax rules, including which service types are taxable and which rates apply by area, and the agent applies them per job based on the site address. Anything ambiguous is flagged for review rather than assumed.
What if a job was billed but the payment never arrived?
A scheduled automation checks unpaid invoices against your terms and drafts the follow-up, escalating tone as the invoice ages. Nothing sits forgotten in a folder, and the aging report is a saved Table view rather than a report you have to build.
Can we include a purchase order number the customer requires?
Yes. Commercial customers frequently require their own purchase order or work order reference on the invoice, and an invoice missing it gets rejected and delayed. Capture it as a field at booking and it appears on the invoice automatically, which removes one of the most common causes of slow commercial payment.
