Auto-generates invoices from completed job data — parts, labor, travel time calculated and sent before the truck leaves the site.
The Problem This Solves
Field service companies invoice 7-21 days after job completion. The office reconstructs what was done from verbal reports, text messages, and paper receipts. Billable labor and parts are missed. Cash sits in trucks for weeks.
How It Works — Step by Step
Action: System calculates: parts used × pricing + labor hours × rate + travel time
→ Accurate invoice generated automatically — no manual assembly
Action: Sent to customer email with payment link while tech is still on site
→ Customer receives invoice within minutes of job completion
Action: Automated payment reminder sequence activated
→ Collection rate improves without awkward phone calls
Action: QuickBooks updated, cash flow dashboard refreshed
→ Real-time financial visibility
Questions About This Automation
As accurate as the digital job form data. Parts selected from your catalog, labor tracked by start/end time, travel time calculated by GPS. More accurate than manual reconstruction from memory.
Customer-specific pricing, contract rates, and negotiated discounts are stored per account. The system applies the correct pricing automatically.
Invoice includes a payment link for credit card or ACH. 30-40% of customers pay within 24 hours when the invoice arrives same-day vs. 3 weeks later.
Average collection cycle compresses from 30-45 days to 7-14 days. For a company doing $2M in revenue, that's $100K-$200K in improved cash position.
Faster cash collection, recovered unbilled parts and labor, and eliminated invoice assembly time. Most companies recover $20K-$50K/year in previously unbilled work.
Book a free 30-minute call. We'll confirm this automation fits your setup and walk through exactly what deployment looks like for your business.