After a plumbing job finishes, someone has to reconcile parts, hours, and notes before a customer can be billed. Matching parts to supplier pricing and building the invoice by hand takes time and invites pricing errors.
The automated version pulls completed job data, matches parts against current pricing, and drafts the invoice with correct markup and tax applied. The finished invoice is sent to the customer and logged back to the job the same day.
The full workflow, from trigger to completion.
A job status change to complete, with parts and labor attached, starts the automation.
The automation pulls parts and labor and matches them against the current price list.
A draft invoice is built automatically with matched line items, markup, and tax applied.
If totals do not match job scope, the admin gets a alert and reviews the invoice before it goes out.
Once cleared, the invoice PDF is emailed to the customer automatically.
The invoice number and sent status are written back to the job record for tracking.
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