Send Invoice When Electrical Job Done
Instantly generate and send professional invoices the moment an electrical job is marked complete. Eliminate manual billing delays, reduce payment cycles, and ensure every completed job converts to revenue without administrative overhead.
When
Electrical Job Status Changed to Complete
Then
Professional Invoice Generated and Sent to Customer
3 hours daily
Time Saved
5 days faster payment
ROI Impact
To automatically send invoices when electrical jobs are complete, connect your job management system to your invoicing tool so that when a job status changes to 'complete', the system instantly pulls job details, generates a formatted invoice, and emails it to the customer—eliminating manual billing delays and accelerating payment cycles by up to 5 days.
How This Automation Works
Electrical Job Status Changed to Complete → Professional Invoice Generated and Sent to Customer
Job Status Update Detected
The system monitors your job management platform and instantly detects when an electrical job status changes to 'complete'. This trigger captures the job ID and initiates the invoice generation process immediately, ensuring no completed jobs go unbilled.
Job Data Retrieved and Compiled
All relevant information is automatically extracted from the completed job record, including customer details, service address, work performed, labor hours, technician notes, materials consumed, equipment used, and any special charges or discounts that apply to this specific job.
Invoice Calculations Performed
The system automatically calculates all financial components: multiplies labor hours by applicable rates, sums material costs, applies any service fees or trip charges, calculates sales tax based on location, applies discounts if applicable, and computes the final total amount due with complete line-item transparency.
Professional Invoice Document Generated
A polished, branded invoice document is created using your company template. The invoice includes all job details, itemized charges, your company logo and contact information, payment terms, accepted payment methods, and a unique invoice number for tracking purposes. The document is formatted as a PDF for professional presentation.
Invoice Delivered to Customer
The completed invoice is automatically sent to the customer's email address on file. The email includes a personalized message thanking them for their business, the attached PDF invoice, payment instructions, and optionally a direct payment link. The customer receives this within minutes of job completion.
Records Updated and Logged
The invoice details are simultaneously logged in your accounting system, the job record is updated with invoice number and sent date, and internal notifications are sent to relevant team members. This creates a complete audit trail and ensures all systems remain synchronized without manual data entry.
How It Works
For electrical contractors and service companies, the gap between job completion and invoice delivery directly impacts cash flow and customer satisfaction. This automation bridges that gap by instantly generating and sending invoices when technicians mark jobs as complete in your system. The process captures all job details—labor hours, materials used, service codes, and customer information—then automatically formats a professional invoice and delivers it via email while the work is still fresh in the customer's mind. This eliminates the common bottleneck where completed jobs sit unbilled for days or weeks, reduces administrative workload on office staff, and accelerates payment timelines. The system ensures billing accuracy by pulling data directly from job records, preventing errors from manual data entry. For businesses handling multiple jobs daily, this automation transforms billing from a time-consuming administrative task into a seamless background process that keeps revenue flowing consistently.
The Trigger
When a technician or dispatcher marks an electrical job as complete in your job management system, the automation immediately captures all relevant job data including service details, time stamps, materials used, labor hours, and customer contact information to initiate the invoicing process.
The Action
The system instantly compiles all job information into a professionally formatted invoice, calculates totals including labor, materials, and applicable taxes, then automatically sends the invoice to the customer's email address with payment instructions and your company branding, while logging the transaction in your accounting records.
Common Use Cases in Electrical
- Residential electrical service companies that complete 10-30 service calls daily and need to invoice homeowners immediately to maintain consistent cash flow and reduce payment delays
- Commercial electrical contractors working on multiple project sites who need to bill for completed phases or milestones instantly to keep project accounting current and accurate
- Emergency electrical repair services that complete after-hours work and want customers to receive invoices immediately while the urgency and value of the service is most apparent
- Electrical maintenance companies with recurring service agreements who need to automatically bill for each completed scheduled maintenance visit without manual tracking
- Industrial electrical firms that bill time-and-materials and need precise, immediate invoicing that captures all labor hours and parts used on complex jobs
- Electrical inspection services that complete multiple inspections daily and need streamlined billing to handle high transaction volumes without administrative bottlenecks
Results You Can Expect
Accelerated Cash Flow
By sending invoices immediately upon job completion instead of days later, you significantly shorten the time between service delivery and payment receipt. Customers receive bills while the work is fresh in their minds, leading to faster payment decisions and improved cash flow that keeps your business operating smoothly.
Eliminated Administrative Burden
Remove the time-consuming task of manually creating invoices from completed job tickets. Office staff no longer need to chase down job details, enter data into accounting systems, or format documents. This frees up valuable administrative time for higher-value activities like customer relationship management and business development.
Improved Billing Accuracy
Eliminate transcription errors and missing charges that occur with manual invoicing. By pulling data directly from job records, the automation ensures every labor hour, material item, and service charge is accurately captured and billed, protecting your revenue and reducing disputes with customers over billing discrepancies.
Enhanced Professional Image
Every customer receives a polished, professionally formatted invoice with consistent branding and clear information. This attention to detail reinforces your company's professionalism and reliability, strengthening customer confidence and increasing the likelihood of repeat business and referrals.
Better Financial Visibility
With invoices generated and logged immediately, you gain instant visibility into accounts receivable and revenue. You always know which jobs have been billed, which payments are outstanding, and what your current cash position looks like—enabling better financial planning and business decision-making.
Scalability Without Additional Staff
As your electrical business grows and handles more jobs, the automation scales effortlessly without requiring additional administrative staff. Whether you complete 5 jobs or 50 jobs daily, every one is invoiced instantly with the same speed and accuracy, allowing you to grow revenue without proportionally increasing overhead costs.
Frequently Asked Questions About This Automation
Invoices are generated and sent within seconds of a job being marked complete. The automation immediately captures all job data, formats the invoice, and delivers it to the customer's email—typically completing the entire process in under 30 seconds, ensuring customers receive bills while the service is still top of mind.
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.
Related Automations
View all electrical automationsAutomatically Update Your CRM When Electrical Jobs Are Completed
Instantly sync completed electrical job data to your CRM system, eliminating manual data entry and ensuring your customer records stay accurate and up-to-date.
Automatically Schedule Follow-Up Appointments After Completing Electrical Work
Streamline post-service customer engagement by automatically scheduling follow-up appointments when electrical jobs are marked complete. Ensure quality checks, warranty discussions, and future service opportunities without manual coordination.
Automatically Send Warranty Documents After Every Electrical Installation
Deliver warranty information instantly when electrical work is completed. Ensure customers receive critical protection documents without manual follow-up, reducing administrative burden while improving customer satisfaction.
Instant Office Alerts When Electrical Jobs Are Completed
Automatically notify your office team the moment field electricians complete jobs, ensuring real-time visibility into job status and enabling immediate customer follow-up.