Cut your billing cycle from 3-5 days to same-day and save 4 hours/week on manual invoicing.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect your job management tool to Make (an automation platform that connects apps)
Step 2: Set the trigger to fire when a job status changes to 'Complete'
Step 3: Map job details (customer name, service type, price) to QuickBooks Online invoice fields
Step 4: Set QuickBooks Online to auto-send the invoice to the customer's email on file
Step 5: Test with one completed job and confirm the invoice arrives correctly
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