Send Invoice When Generator Job Done
Eliminate manual invoicing delays by automatically generating and sending invoices the moment generator installation, repair, or maintenance jobs are marked complete. Reduce billing cycles from days to minutes.
When
Generator Job Status: Complete
Then
Customer Receives Invoice Instantly
3 hours per day
Time Saved
50% faster payment collection
ROI Impact
To automatically send invoices when generator jobs are complete, connect your service management system to your invoicing tool so that when a job status changes to 'complete', the system extracts job details, generates an itemized invoice with labor and parts, and immediately delivers it to the customer via email while recording it in your accounting system.
How This Automation Works
Generator Job Status: Complete → Customer Receives Invoice Instantly
Job Completion Detected
When a technician marks a generator installation, repair, or maintenance job as complete in your service management system, the status change is immediately detected. The system validates that all required fields are populated, including service details, time logs, and parts usage.
Job Data Extraction
All billable information is automatically extracted from the completed job record: customer details, service location, generator equipment information, labor hours by technician, parts and materials consumed, service type and category, travel distance, and any photos or technician notes relevant to billing.
Invoice Calculation
The system applies your pricing structure to calculate charges: labor rates based on service type and time, parts markup from your pricing matrix, applicable taxes based on service location, any contract discounts or promotional rates, and additional charges like emergency service fees or after-hours premiums.
Invoice Generation
A professional invoice document is created with your company branding, including itemized line items for labor and materials, subtotals and totals, payment terms and due date, accepted payment methods, and a unique invoice number. The invoice references the original job number for easy tracking.
Multi-Channel Delivery
The invoice is automatically sent to the customer via their preferred method: email with PDF attachment to the billing contact, posted to the customer portal for online access, and synced to your accounting system. The customer receives clear instructions for multiple payment options.
Record and Track
The invoice is recorded in your financial system with links to the original job record. The system begins tracking payment status, sets up automatic reminders based on payment terms, and updates dashboards showing accounts receivable aging. All stakeholders receive notifications of the successful invoice delivery.
How It Works
For generator service businesses, the gap between job completion and invoice delivery directly impacts cash flow. Technicians finish installations or repairs, but invoices sit in queues waiting for manual processing. This automation bridges that gap instantly. When a generator job status changes to complete in your service management system, invoices are automatically generated with accurate job details, labor hours, parts used, and service charges, then immediately sent to customers via their preferred delivery method. The system captures all billable items from the job record, applies your pricing rules, calculates taxes, and delivers professional invoices without human intervention. This eliminates the administrative bottleneck between service delivery and payment collection, accelerates your revenue cycle, and ensures no billable work goes uninvoiced. Your team stays focused on generator service delivery while your billing runs on autopilot.
The Trigger
The automation initiates when a generator service job (installation, repair, maintenance, or inspection) is marked as complete in your service management system. This status change serves as the immediate signal that all billable work has been finished and documented, triggering the invoice generation sequence.
The Action
The system automatically extracts job details including service type, labor hours, parts used, equipment information, and technician notes. It generates a professional invoice with itemized charges, applies applicable taxes and discounts, assigns a unique invoice number, and delivers it to the customer via email or their customer portal. A copy is simultaneously recorded in your accounting system with complete audit trail.
Common Use Cases in Generator
- Emergency generator repair company automatically invoices customers within minutes of technicians completing service calls and leaving the site
- Residential generator installation business generates final invoices immediately when installation crews mark projects complete, including all labor, materials, and permits
- Commercial generator maintenance provider invoices facility managers automatically after quarterly preventive maintenance visits are documented as complete
- Generator rental company bills customers for delivery, setup, and fuel charges the moment return and inspection jobs are marked complete in their rental system
- Industrial generator service contractor automatically invoices for after-hours emergency repairs with premium rates correctly applied based on call completion time
- Multi-location generator service franchise ensures consistent, prompt billing across all service territories with automatic invoice generation at job completion
- Healthcare facility generator maintenance provider automatically generates separate invoices for routine maintenance vs. emergency repairs based on job type classification
- Generator sales and service company invoices for warranty labor claims immediately after completing warranty work, ensuring timely reimbursement processing
Results You Can Expect
Accelerated Cash Flow
Billing customers the same day service is completed dramatically reduces days sales outstanding (DSO). Customers receive invoices while the service is fresh in their minds and are more likely to pay promptly, improving your working capital and reducing the need for follow-up.
Eliminated Revenue Leakage
Every completed generator job automatically generates an invoice, ensuring zero unbilled work. Manual processes often result in forgotten invoices, especially for smaller jobs or rush service calls. Automation captures every billable hour and part, protecting your revenue.
Reduced Administrative Cost
Invoice clerks no longer manually re-enter job data, format documents, calculate charges, or chase down missing information. This frees your office staff to focus on customer service, payment follow-up, and other high-value activities rather than repetitive data entry.
Improved Customer Experience
Professional, accurate invoices delivered immediately after service completion enhance customer perception of your business. Customers appreciate the promptness and clarity, with all service details fresh and easy to verify, reducing billing disputes and improving satisfaction.
Better Financial Visibility
With invoices generated instantly upon job completion, your financial reports reflect current business activity in real-time. You can accurately track daily revenue, monitor technician productivity by billable hours, and make informed business decisions based on up-to-date financial data.
Reduced Billing Errors
Automated data transfer eliminates transcription errors, wrong pricing, calculation mistakes, and duplicate invoices. The system applies consistent pricing rules and tax calculations, ensuring accuracy and reducing the time spent on corrections and credit memos.
Frequently Asked Questions About This Automation
Invoices are generated and sent within 1-2 minutes of the job status changing to complete. The system immediately extracts all job data, calculates charges, generates the invoice document, and delivers it to the customer, ensuring same-day billing for all completed work.
Set Up Job-to-Invoice Automation in Minutes
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