Job finished to invoice sent, before the truck leaves
Invoice at the kerb instead of on Friday, and get paid in days instead of weeks.
What goes wrong today
The work is done Tuesday. The paperwork reaches the office Friday. The invoice goes out the following Wednesday. Nine days of float on money you have already earned, and by then the customer has forgotten what was fixed.
What starts it
- Your job management tool — A job status changes to CompletedDescribed rather than named: we have not verified what this vendor calls the event, and inventing a name would waste your afternoon.
- Stripe —
invoice.paid
How it runs
- 1Job marked done
The technician closes the job on their phone.
- 2Check it is invoiceable
Photos attached, parts logged, hours entered. Anything missing stops here and pings the technician.
- 3Build the invoice
Line items come from the job record, not retyped.
- 4Office approves
A person eyeballs anything above your threshold, or anything the check flagged.
a person does this - 5Send with a pay link
Email and text, both carrying the same link.
- 6Payment reconciled
The paid event closes the invoice and stops the reminders.
What a person still does
None of this runs unattended. If it did, we would be selling you something else.
- Approves invoices over whatever threshold you set. Automatic invoicing of a five-figure job is how you lose a customer over a typo.
- Chases the technician for missing photos — the check finds it, a person fixes it.
- Handles every dispute. The automation never argues about a bill.
Skip this if…
- Your technicians do not close jobs on site. Without that event this fires days late anyway.
- You invoice on progress or retention terms. This assumes one job, one invoice.
- Your customers pay by purchase order against a contract. The pay link is meaningless to them.
Build it yourself
Roughly two weeks, plus however long it takes to get technicians closing jobs on site.
Download the build checklistWant this one built for your setup?
Tell us what you already run and we will tell you honestly whether this is worth building for you — including when the answer is no, which is what the skip list above is for.