01
Job completion, photo confirmation, or crew signoff fires the invoice with line items pulled from the work order and any approved change orders.
Invoices out the day the work finishes
Invoices sent Friday for work completed Monday age four extra days before anyone even looks at them. Completion should trigger billing.
01What it is
Invoice Automation, defined plainly.
02
Payment links ride along, with card, ACH, and financing options where the business accepts them.
03
Aging invoices get reminder sequences that escalate in tone, and reconciliation writes back into the accounting system.
02How it runs
From build to daily operation.
Step 01
Trigger on completion
Field signoff or photo verification starts billing without an office step.
Step 02
Assemble the bill
Labor, materials, change orders, and taxes populate from the job record.
Step 03
Collect
Payment links, saved cards, and partial payment handling reduce the chase.
Step 04
Reconcile
Paid status, deposits, and fees sync into QuickBooks or the ledger in use.
03Good fit for
Industries running this system.
- Plumbing
Same-day repair billing collects while the customer is still relieved.
- HVAC
Maintenance agreements bill on schedule without manual runs.
- Electrical
Permit fees and material markups roll in accurately.
- Cleaning
Recurring invoices generate per visit or per cycle.
- Pest Control
Treatment plans bill on the service interval.
- Construction
Progress billing follows the schedule of values.
- Property Management
Owner statements and tenant charges separate cleanly.
- Accounting
Retainers and hourly work bill on their own cadence.
04Related
Systems that pair with this one.
- SolutionBusiness Process Automation
- SolutionCustomer Portals
- SolutionReporting & Dashboards
- SolutionSales Pipeline
Other pieces that ship on a first build
What a build costs
One-time build. $500 to $10k.
Scope drives the number. Systems, trades, and custom pieces are all listed on the pricing page.
05FAQ
Questions owners ask about this.
Does it replace QuickBooks?
No. Billing runs on top and syncs, keeping the ledger where the accountant expects it.
Can we review before sending?
Review thresholds by dollar amount or job type hold invoices for a person.
What about deposits?
Deposits, progress payments, and final balances track against one job.