Job-to-invoice is a manual data-gathering and entry process that delays customer billing and introduces errors. Office staff spend hours collecting labour hours, materials, and change orders from scattered sources, then manually recreating this data in accounting software.
Automation retrieves job completion data from multiple sources, structures it, and generates a complete invoice in accounting software within minutes. The invoice is validated, sent, and logged automatically, eliminating manual entry and reducing billing delays.
The full workflow, from trigger to completion.
A job is marked complete in the system or a completion form is submitted. The automation platform receives this signal and begins gathering invoice data.
The automation retrieves job details, labour hours, worker names, and completion notes from the job management system or form submission.
The automation queries the materials tracking sheet or system to pull the list of materials used, quantities, and unit costs associated with the job.
The automation searches for any approved change orders or extras linked to the job and retrieves their amounts.
The automation creates a new invoice with all labour, material, and extra line items, calculates totals, and applies the correct customer and payment terms.
The automation sends the completed invoice to the customer with a professional message and payment instructions.
The automation updates the job record with the invoice number, send date, and status, creating a complete audit trail.
The automation sends a confirmation message notifying the office team that the invoice has been sent and logged.
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