Building inspection companies manually extract data from inspection reports, create invoices in accounting software, and track payments through email and spreadsheets. This fragmented process causes delays, data entry errors, and inconsistent payment follow-up.
Automation reads inspection reports automatically, creates invoices in real time, monitors incoming payments, and sends reminders for overdue accounts. Invoices reach clients the same day inspections complete, and payment reconciliation happens continuously.
The full workflow, from trigger to completion.
A completed inspection report arrives via email or is flagged in the shared folder. The automation detects the trigger and begins processing.
The automation reads the inspection report, identifies client name, property address, scope, and cost, and structures the data for downstream use.
The extracted data is used to automatically create a new invoice with all required fields populated.
The invoice is automatically sent to the client email address with a professional message and PDF attachment.
The automation checks and the bank feed daily to detect incoming payments and automatically matches them to the invoice.
If payment is not received by the due date, an automated reminder email is sent to the client.
When payment is detected, the invoice is automatically marked as paid and the client record is updated.
Payment status and transaction details are automatically logged for future reference and reporting.
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