Invoicing & Billing Automation
For service firms and trades, the system drafts invoices from completed work, schedules the follow-up and holds each invoice until a person approves it.
Finished work waits for an invoice
The job is done, the hours are logged or the milestone is met, and the invoice still waits until someone has time to build it. Details get copied from job software, timesheets and email into a template by hand. When work is marked complete, the system creates a draft invoice from the quote, the hours and the billing rules. It lines up the follow-up dates. A person reviews each draft and approves it before it is sent.
What's included
- 01
Completion trigger
a draft invoice started when a job, milestone or time period is marked done.
- 02
Source data
the quote, hours, materials and notes pulled from the tools already in use.
- 03
Billing rules
deposits, milestones, recurring charges and terms applied the way staff have set them.
- 04
Draft invoices
each one built in the company's format, with line items and terms filled in.
- 05
Review list
every draft waiting for review in one place, with its source data beside it.
- 06
Send scheduling
approved invoices go out on the chosen dates, with follow-up dates set.
- 07
Posting to the books
invoices recorded in the accounting software so nothing is typed twice.
- 08
Approval step
no invoice is sent until a person approves it, and staff can pause drafting.
How it works
- 01
Billing review
The review follows a few completed jobs from the last site visit to the paid invoice and notes every handoff.
- 02
Rule setup
The setup writes the billing rules with the office and connects job tracking, time data and the accounting software.
- 03
Supervised test
Drafts are created for real completed work while the office compares each one with its own invoice.
- 04
Launch and support
Drafting goes live on the client's sign-off, and draft checks, rule adjustments and a monthly report follow.
Industries
Industries served
Home Services & Trades
Calls, estimates, dispatch, paperwork and invoicing for roofing, HVAC, plumbing, electrical and field service companies.
Law Firms
Intake calls, case-system entry, inquiry replies, engagement letters for signature, invoicing and unpaid-invoice follow-up for law firms and solo practitioners.
Frequently asked questions
Can it bill by milestone, by the hour and by deposit?
Yes. Each billing type the company uses is set up as its own rule and tested with real work before launch. Unusual terms are flagged for a person instead of guessed at.
Who approves an invoice before it goes out?
A person the business names, usually whoever reviews billing now. Each draft shows its sources and waits for approval. Staff can approve in batches, edit a draft or hold it back.
Will customers see a change in how invoices arrive?
Only if the business wants that. Invoices go out from the company's own email or accounting software, in its format, so customers see the same sender and layout they know. The business chooses whether anything changes.