Send Invoice When Door Job Done
Eliminate manual invoicing delays by automatically generating and sending professional invoices the moment your door installation or repair job is marked complete. Reduce billing time from hours to seconds.
When
Job Status Changed to Complete
Then
Professional Invoice Sent to Customer
3 hours per day
Time Saved
40% faster payment collection
ROI Impact
Automatic invoice generation when a job is completed works by connecting your job management system to your invoicing tool. When a technician marks a door installation or repair job as complete, the system immediately captures all job details, generates a professional invoice with labor and materials, and sends it directly to the customer's email with a payment link—typically within seconds of job
How This Automation Works
Job Status Changed to Complete → Professional Invoice Sent to Customer
Technician Completes Door Installation Job
Your field technician finishes the door installation, repair, or service work and marks the job as complete in your mobile job management system. All job details including time spent, materials used, door specifications, and any additional services are recorded in the system.
System Captures Complete Job Data
The automation immediately retrieves all relevant information from the completed job record: customer name and contact details, service address, door type and model, hardware installed, labor hours, material costs, any photos taken, warranty details, and special notes or instructions.
Invoice Generated with Itemized Details
A professional invoice is automatically created using your company template with branding, logo, and color scheme. The invoice includes itemized line items for labor, materials, trip charges, and any additional services, with accurate calculations of subtotals, taxes, discounts, and the total amount due.
Payment Link and Documentation Added
A secure payment link is automatically inserted into the invoice, allowing customers to pay immediately via credit card, ACH transfer, or other enabled payment methods. Job photos, warranty certificates, care instructions for the new door, and any relevant documentation are attached to the email.
Invoice Sent to Customer via Email
The complete invoice package is sent to the customer's email address with a professional message thanking them for their business. The email includes the invoice as a PDF attachment, the embedded payment link, and instructions for payment methods and terms.
Records Updated and Team Notified
The customer's account is automatically updated with the new invoice and payment status set to pending. Your accounting system records the receivable, and your office team receives a notification that the invoice has been sent. If payment is received, the system automatically records it and marks the invoice as paid.
How It Works
For door installation and service businesses, the time between job completion and invoice delivery directly impacts cash flow. This automation instantly generates itemized invoices with labor, materials, and service details when technicians mark a job as complete in your system. The invoice is automatically sent to customers via email with payment links, tracking numbers, and job documentation attached. By eliminating the manual steps of creating invoices, calculating totals, and sending follow-ups, your business gets paid faster while reducing administrative overhead. The system captures all job details—door type, hardware specifications, labor hours, and materials used—ensuring accurate billing every time. Perfect for residential door installers, commercial door service companies, and garage door specialists who complete multiple jobs daily and need immediate invoice delivery to maintain healthy cash flow.
The Trigger
When your technician or office staff marks a door installation, repair, or service job as complete in your job management system, the automation immediately captures all job details including customer information, services performed, materials used, labor hours, and any additional charges or discounts applied during the work.
The Action
A fully itemized invoice is automatically generated with your company branding, job details, payment terms, and total amount due. The invoice is instantly sent to the customer's email address with a secure payment link, job photos if captured, warranty information, and a personalized thank-you message. A copy is saved to your records and the customer account is updated with the pending payment.
Common Use Cases in Window door
- Residential door installation companies completing 5-15 jobs daily who need to invoice customers immediately for new entry doors, patio doors, and interior door replacements without office staff bottlenecks
- Commercial door service contractors handling warehouse doors, storefront installations, and loading dock repairs who require detailed invoices with multiple line items for materials, labor, and specialized hardware
- Garage door specialists performing installations, spring replacements, and opener repairs who want to collect payment on-site by sending invoices with immediate payment links as soon as the job is finished
- Emergency door repair services providing 24/7 call-outs for broken locks, damaged doors, and security issues who need to invoice customers immediately regardless of time of day or staff availability
- Multi-crew door installation businesses coordinating several teams daily who need consistent, automated invoicing across all technicians to maintain cash flow and reduce accounting workload
- Door refinishing and restoration contractors who bill for labor-intensive services and need detailed invoices showing hours worked, materials used, and before/after photos to justify pricing
Results You Can Expect
Eliminate Invoicing Delays
Remove the manual process of creating invoices after jobs are complete. Instead of waiting hours or days for office staff to generate and send bills, customers receive professional invoices within seconds of job completion, dramatically accelerating your billing cycle.
Improve Cash Flow Velocity
Customers who receive invoices immediately are significantly more likely to pay quickly. By delivering bills while the service is fresh in their minds and including convenient payment links, you reduce the average time to payment from weeks to days, improving working capital for your business.
Reduce Administrative Workload
Free your office staff from manually creating dozens of invoices each day. The automation handles all invoice generation, calculation, formatting, and delivery, allowing your team to focus on customer service, scheduling, and business growth instead of repetitive billing tasks.
Ensure Billing Accuracy
Eliminate manual data entry errors that lead to incorrect charges, disputes, and payment delays. The automation pulls exact job details directly from your completed job records, ensuring every invoice reflects actual materials used, labor performed, and prices agreed upon.
Enhance Professional Image
Impress customers with immediate, professional invoicing that demonstrates your business efficiency. Branded invoices with detailed line items, job photos, and easy payment options create a premium service experience that encourages referrals and repeat business.
Better Financial Tracking
Maintain accurate, up-to-date financial records automatically. Every completed job immediately generates an invoice and updates your accounting system, giving you real-time visibility into revenue, outstanding receivables, and business performance without manual reconciliation.
Frequently Asked Questions About This Automation
The invoice is generated and sent within seconds of marking the job complete. The automation captures all job details, calculates totals, applies your branding, and delivers the invoice to the customer's email instantly—eliminating any delay between job completion and billing.
Set Up Job-to-Invoice Automation in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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