Invoice & Payment Trigger

Is your cash flow bottlenecked by slow administrative hand-offs and manual invoice generation? You did the work—now get paid immediately. This package guarantees that the moment your field team marks a job complete, a reviewed, accurate, and ready-to-pay invoice is generated and delivered to the client.

Problem Solved: Cash Flow Lag & Invoicing Errors Due to Manual Admin Handoff

Value Delivered: Guaranteed Invoice Accuracy, Instant Client Delivery, and Accelerated Payment Time.

One-Time Investment: Starting at $1,998

How it Works

The 5-Step Invoice & Payment Automated Process: The Cash Flow Engine

This system eliminates the gap between service delivery and billing, ensuring you get paid faster with complete administrative oversight.

1) Job Completion Trigger

• Action: ‍The Field Service Management (FSM) or Project Management app's status is changed to "Complete" by the technician. The job record is automatically locked to prevent further field edits.
• Benefit: Work Finalized - Ensures the work is correctly finalized in the field, ready for office processing and billing accuracy.

‍2) Admin Review Notification

• Action: The system sends an internal alert (via Slack, Email, etc.) to the designated office manager or accounting team with a direct link to the completed job record.
• Benefit: Quality Control - Guarantees administrative oversight before any financial document is issued, reducing errors and financial disputes.

‍3) Invoice Generation & Data Transfer

• Action: After the admin review is approved, a "Finalize Billing" button is clicked, automatically creating the new invoice in your Accounting Software (e.g., QuickBooks/Xero).
• Benefit: Instant Billing Initiation - Eliminates manual data entry, ensuring the bill is correct and ready for delivery immediately upon final review.

‍4) Automated Invoice Delivery

• Action: The system automatically sends the finalized invoice to the client via email or SMS, complete with a secure, click-to-pay link integrated with your payment gateway.
• Benefit: Accelerated Payment Time -Makes the invoice instantly accessible and easy to pay, significantly reducing your Accounts Receivable cycle.

‍5) Accounting System Sync

• Action: The new invoice status is automatically logged and updated in the Accounting Software (e.g., marked as "Open" or "Sent").
• Benefit: Accurate Bookkeeping: - Maintains real-time financial accuracy in your core accounting system for reliable cash flow monitoring and reconciliation.

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Guaranteed Performance Benchmarks

This investment delivers predictable, quantifiable improvements to your accounting operations

• Time: Job Completion to Invoice Delivery: < 15 minutes (post-admin review)
• Cash Flow: Reduction in Accounts Receivable (AR) Days: Guaranteed decrease
• Efficiency: Reduction in Manual Billing Time
• Accuracy: Data Transfer Error Rate: 0% between FSM or PM app and your Accounting Software

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Technology Stack & Integration Overview

We build this solution on a best-in-class, tool-agnostic stack that connects your critical systems seamlessly. This isn't a proprietary solution. We use the tools you trust to create a flexible, future-proof solution. This integrates your operational and financial systems to create an auditable, end-to-end billing workflow.

• Core Integrations: Field Service Management (FSM) or Project Management (PM) Software, Invoicing & Accounting Software (QuickBooks Online, Xero), Internal Communication Tools (Slack, Email).