Turning a completed pool service job into an accurate invoice involves cross-checking materials, labor, and pricing by hand before typing everything into an accounting system. This manual matching and re-entry slows down billing and creates room for pricing mistakes.
An automated version reads the completed job record, matches it to current pricing and contract terms, and drafts a ready invoice. It also attaches supporting photos, sends the invoice, and tracks whether the customer has opened it.
The full workflow, from trigger to completion.
The workflow starts the instant a technician sets a job's status to Complete.
The automation pulls materials, labor time, and photos from the job record and matches each item to the current price list, including any contract discount.
A priced draft invoice is created automatically with the matched line items.
Before and after photos from the job are attached to the invoice record.
Invoices above the set dollar threshold are held for a quick owner check before sending.
The finished invoice is emailed to the customer as a PDF once approved or auto-cleared.
The invoice number, amount, and send date are written to the shared tracking sheet automatically.
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