When your technician marks a job complete in your field service app, this workflow creates and sends an invoice in QuickBooks Online right away. You stop waiting until the end of the week to bill customers, so cash hits your account faster. No more jobs that slip through the billing cracks.
Connect your job management tool to Make (an automation platform that connects apps)
Set the trigger to fire when a job status changes to 'Complete'
Map job details (customer name, service type, price) to QuickBooks Online invoice fields
Set QuickBooks Online to auto-send the invoice to the customer's email on file
Test with one completed job and confirm the invoice arrives correctly
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut your billing cycle down to same-day and spend less time on manual invoicing each week.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
Open the Integration CheckerWe build the missing piece next to the software you already run.
Get it built
