Send Invoice When Plumbing Job Done
Transform job completion into instant invoicing. Automatically generate and send professional invoices to customers immediately when plumbing work is finished, eliminating billing delays and accelerating payment collection.
When
Job Status Changed to Complete
Then
Professional Invoice Generated and Sent
3 hours daily
Time Saved
45% faster payments
ROI Impact
To automatically send invoices when plumbing jobs are complete, connect your job management system to your invoicing software so that when a technician marks a job as finished, the system immediately generates an itemized invoice with all job details and sends it directly to the customer via email with payment options.
How This Automation Works
Job Status Changed to Complete → Professional Invoice Generated and Sent
Technician Completes Job
Your plumbing technician finishes the service call and marks the job as complete in your management system, automatically triggering the invoicing process. All job details including time spent, materials used, and service notes are captured in the system.
Job Data Extracted
The system immediately pulls all relevant information from the completed job record including customer details, service address, work performed, labor hours, parts used, pricing information, and any special terms or warranty details documented during the service.
Invoice Generated
A professional, branded invoice is automatically created with itemized charges for labor and materials, applicable taxes calculated based on location, payment terms applied, and secure payment links embedded. The invoice formatting matches your business branding and meets all local requirements.
Customer Receives Invoice
The completed invoice is instantly sent to the customer via email with a professional message, payment instructions, and links to pay online. A copy is simultaneously filed in your accounting system for tracking and record-keeping.
Payment Tracking Begins
The system monitors invoice status and can automatically send payment reminders if needed, track when customers view the invoice, record payment when received, and update your accounting records—ensuring complete visibility into your accounts receivable.
How It Works
Stop losing money to delayed invoicing and manual billing processes. This automation instantly generates and delivers professional invoices to your customers the moment a plumbing job is marked complete in your system. By connecting your job management system with your invoicing tools, you eliminate the time-consuming manual data entry, reduce billing errors, and ensure customers receive their invoices while the work is still fresh in their minds. The system automatically pulls job details, labor hours, materials used, and pricing information to create accurate, itemized invoices that reflect the exact work performed. Customers receive invoices via their preferred method—email, SMS, or portal access—with secure payment links that make settling bills fast and convenient. This seamless transition from job completion to payment request dramatically shortens your cash flow cycle, reduces administrative overhead, and ensures no billable work goes uninvoiced. Your team focuses on quality plumbing work while the system handles the critical but time-consuming billing process with precision and speed.
The Trigger
When a plumbing technician marks a job as complete in your management system, the automation immediately captures all job details including service performed, time spent, materials used, customer information, and any special notes or conditions documented during the work.
The Action
The system instantly creates a detailed, branded invoice with all job information, calculates totals including labor, materials, taxes, and any applicable discounts, then automatically sends it to the customer via email with secure payment options and delivers a copy to your accounting system for record-keeping.
Common Use Cases in Plumbing
- Emergency repair services that need immediate billing to capture payment while urgency is high
- Residential plumbing jobs where customers expect quick, professional invoicing after service
- Commercial plumbing contracts requiring detailed documentation and prompt billing for accounts payable
- New construction plumbing work with milestone-based billing triggered by phase completion
- Maintenance contract services with recurring billing automatically generated after scheduled visits
- Multi-property management accounts requiring separate invoices for each location serviced
- Insurance claim work where detailed itemization and immediate documentation accelerates reimbursement
- After-hours service calls where technicians complete work outside business hours but customers need immediate invoices
Results You Can Expect
Accelerated Cash Flow
Get paid significantly faster by eliminating the lag between job completion and invoice delivery. Customers receive bills immediately with convenient payment options, dramatically shortening your payment cycle and improving working capital.
Eliminated Administrative Time
Free your office staff from time-consuming manual invoice creation and data entry. What once took hours of administrative work now happens automatically in seconds, allowing your team to focus on customer service and business growth.
Zero Unbilled Work
Never lose revenue to forgotten or delayed invoices. Every completed job automatically triggers billing, ensuring all work performed is invoiced promptly and accurately without relying on manual processes or human memory.
Professional Customer Experience
Impress customers with immediate, professional invoicing that demonstrates business efficiency. Customers appreciate the convenience of receiving clear, detailed invoices right away with easy payment options, enhancing their overall service experience.
Reduced Billing Errors
Eliminate common invoicing errors caused by manual data entry or transcription mistakes. Automated systems pull information directly from job records, ensuring pricing, quantities, and customer details are always accurate and consistent.
Better Financial Visibility
Gain instant insight into your business finances with invoices automatically recorded in your accounting system. Track outstanding payments, monitor revenue in real-time, and make informed business decisions based on current financial data.
Frequently Asked Questions About This Automation
The invoice is generated and sent within seconds of marking the job complete. As soon as your technician updates the job status in your system, the automation extracts all relevant information, creates a formatted invoice, and delivers it to the customer—typically in under 30 seconds.
Set Up Automated Job-to-Invoice Conversion 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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