Auto-Send Invoice When HVAC Job is Completed
Automatically generate and send professional invoices to customers the moment your HVAC technician marks a job complete.
When
Job marked complete
Then
Invoice sent to customer
2 hours per day
Time Saved
40% faster cash flow
ROI Impact
When an HVAC job is marked complete, the system automatically generates an invoice with parts, labor, and job details, then sends it to the customer via email or SMS with a payment link - reducing average payment time from 14 days to under 48 hours.
How This Automation Works
Job marked complete → Invoice sent to customer
Job Completion
Technician marks job complete in mobile app
Data Compilation
System gathers job details, parts, labor time
Invoice Generation
Professional invoice created automatically
Delivery
Invoice sent via email/SMS with payment link
How It Works
Stop chasing invoices and waiting weeks to get paid. This automation instantly generates a professional invoice with all job details, parts used, and labor time - then sends it directly to your customer via email or SMS. Most HVAC companies see payment times drop from 2-3 weeks to under 48 hours.
The Trigger
When a technician marks an HVAC service call, installation, or maintenance job as complete in the mobile app
The Action
A professional invoice is automatically generated with job details, parts, labor, and sent via email/SMS with payment link
Common Use Cases in Hvac
- Residential AC repair with multiple parts
- Commercial HVAC maintenance contracts
- Emergency heating repairs
- New system installations with financing
Results You Can Expect
Faster Payments
Get paid in days, not weeks
Zero Manual Work
No more end-of-day invoice creation
Accurate Billing
Parts and labor captured automatically
Professional Image
Consistent, branded invoices every time
Frequently Asked Questions About This Automation
The invoice is generated and sent within 60 seconds of the technician marking the job complete in their mobile app.
Set Up Automated Invoicing 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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