Turning a completed pest control job into an accurate invoice requires manually cross-checking technician notes, pricing, and contract terms. Handling this by hand delays billing and increases the risk of pricing errors.
An automated version pulls completed job details, matches them to current pricing, and generates the invoice for delivery. It also tracks payment status and sends reminders when invoices go unpaid.
The full workflow, from trigger to completion.
The workflow starts the moment a technician marks a pest control job complete in the field service app.
The automation pulls the job notes, matches the service and chemicals used against current price list rules and any contract terms.
A draft invoice is generated automatically with the correct line items, customer details, and pricing.
Invoices above the set dollar threshold are routed to the office manager for a quick sign-off before sending.
The approved or auto-cleared invoice is emailed to the customer with the PDF attached.
Invoice number, amount, and send date are written to the accounts receivable tracker for reporting.
The automation checks daily for overdue invoices and sends a reminder email automatically.
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