Job-Complete to Invoice covers the steps between a finished paint job and a sent customer invoice, including cost review, invoice drafting and approval. Manual handoffs between field crew, office staff and management often stall billing for days.
The automated version gathers completed job data, builds the invoice from actual costs and the signed quote, and routes it for approval before sending. Invoices go out faster, follow-up on unpaid balances happens without manual tracking, and billing accuracy improves.
The full workflow, from trigger to completion.
The workflow starts the moment a job's status changes to Complete.
The automation pulls crew hours, material notes and any change orders attached to the completed job.
Totaled labor and material costs are written to a running job cost sheet for record keeping.
The automation builds invoice line items directly from the cost summary.
If the manager flags a pricing mismatch, the bookkeeper edits the draft invoice manually before it proceeds.
Once approved, the invoice is emailed to the customer and payment status begins syncing automatically.
The job tracker updates to show the invoice as sent and awaiting payment.
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