Job completion to invoice is a multi-step manual process where technicians submit field work, office staff extract data across systems, and bookkeepers manually create invoices and reconcile inventory.
Automation extracts job data directly from the field system, creates invoices and updates inventory simultaneously, and flags reconciliation mismatches before they reach the customer. Invoices are ready for review and send within hours instead of days.
The full workflow, from trigger to completion.
Field management system detects a completed job and sends job data (customer, parts, labor, totals) to the automation platform.
Automation parses job completion payload, validates required fields, and formats data for downstream systems.
Automation creates a new invoice with customer, line items, quantities, and amounts pulled directly from the job record.
Automation logs parts consumed into the inventory tracking sheet, reducing stock counts by the quantities used on the job.
Automation compares the invoice total against the job completion total to catch discrepancies before sending.
Automation sends a notification to the bookkeeper with invoice details and a link to review and finalize.
Bookkeeper reviews the invoice, confirms accuracy, and sends to customer. This step remains manual to ensure quality control.
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