Automatically build and submit invoices based on job closeout data, rate cards by service code, and ISP contracts. Get paid faster with less manual work.
Book Your Free Health CheckStop copying labor hours and material costs into spreadsheets. Billing automation captures everything from the job closeout, applies the right rate card, and builds invoices ready to send or export to QuickBooks and Xero.
Completed jobs automatically queue for billing. No manual trigger needed. The system waits for closeout approval, then builds the invoice framework with all labor, materials, and equipment time baked in.
Set multiple rate cards per ISP contract. Each service code (install, repair, make-safe, etc.) has its own labor rate, travel rate, and material markups. The system applies the correct card based on the job type and contract.
Store contract rates, minimums, surcharges, and special terms for each ISP. The billing module reads these and adjusts invoice amounts automatically. Change contract terms once, and all new invoices reflect it.
Link jobs to specific purchase orders. When the invoice is ready, it shows the PO number, making approval faster for ISPs with PO-driven billing requirements. Track which jobs are covered by which PO.
Exported invoices sync directly to QuickBooks or Xero. Customer, line items, and amounts are pre-populated. No re-entry. Automate the entire cycle from job to accounting record.
See all invoices by status: draft, submitted, approved, paid, overdue. Filter by customer, ISP, date range, or amount. Identify which invoices are holding up cash flow and follow up on late payments.
Billing happens in stages. Each stage builds on the previous one, and you can review and adjust at any point before it's locked.
Crew submits closeout data: labor hours, material costs, equipment rental time. Timestamps and GPS location are captured automatically. No missing data.
You review the closeout for accuracy. Flag any issues, request photos, or ask the crew to re-enter data. Once approved, the job moves to the billing queue.
The system looks up the correct rate card based on service code, ISP, and contract. Labor is costed at the agreed rate. Materials are marked up per your contract terms.
A draft invoice is created with customer info, PO number, line items, subtotal, taxes, and total. You can edit any line item, add notes, or adjust totals before submitting.
Mark the invoice ready to send. It goes to the ISP (or your customer) for approval. You can email it directly or use your ISP's portal if supported.
See which invoices are paid, pending, or overdue. Export to QuickBooks for accounting. Reconcile against actual deposits received.
Billing is the last mile in project delivery. Most contractors have great field operations but stumble on the money side, losing 30, 60, or 90+ days to invoicing delays. Billing automation removes the delay, gets invoices out same-day, and frees your admin team from rework and follow-ups.
We'll show you how fast invoicing moves when the data is there and the rate cards are set. Walk through a real billing cycle and see where your current process is losing time and money.
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