Trigger Billing After Solar Job
Eliminate manual billing delays by automatically initiating invoice generation the moment solar installation jobs are marked complete in your project management system.
When
Solar Job Status Changed to Complete
Then
Invoice Generated and Sent to Customer
12 hours per week
Time Saved
50% faster payment collection
ROI Impact
Solar job billing automation works by monitoring your project management system for completed jobs and automatically generating invoices using captured project data. When technicians mark a solar installation complete, the system instantly creates an invoice with materials, labor, and equipment costs, then sends it to the customer—eliminating manual billing delays and accelerating cash flow by 3-7
How This Automation Works
Solar Job Status Changed to Complete → Invoice Generated and Sent to Customer
Job Completion Detection
System continuously monitors your project management platform for solar jobs marked as complete by field technicians or project managers. Captures the completion timestamp and extracts all associated project details including customer information, job scope, and materials used.
Data Validation and Compilation
Automatically validates that all required billing information is present and accurate, including labor hours, equipment specifications, material costs, and any change orders. Compiles this data into a structured format ready for invoice generation.
Pricing Calculation
Applies appropriate pricing based on contract terms, rate sheets, or project quotes. Calculates totals for labor, materials, equipment, permits, and any additional charges. Applies customer-specific discounts, tax rates, or financing terms as configured.
Invoice Generation
Creates a professional invoice in your accounting system with complete line-item detail, payment terms, and due date. Assigns a unique invoice number and links it to the corresponding project record for complete financial tracking.
Customer Delivery and Notification
Automatically emails the invoice to the customer with a professional message, payment instructions, and links to online payment options if available. Sends internal notifications to your accounting team confirming the invoice has been generated and delivered.
How It Works
Solar installation companies face significant cash flow challenges when billing processes lag behind completed work. This automation bridges the gap between job completion and revenue collection by instantly triggering your billing system when technicians mark solar projects as finished. The moment a solar installation, maintenance, or inspection job reaches completion status, the system automatically generates accurate invoices based on project scope, labor hours, materials used, and contracted rates. This eliminates the typical 3-7 day delay between job completion and invoice delivery, accelerating your cash conversion cycle and improving customer satisfaction with timely, accurate billing. The automation pulls all relevant project data—including equipment installed, labor hours, permit costs, and any change orders—to create comprehensive invoices without manual data entry. For solar companies managing multiple installations simultaneously, this ensures no completed job goes unbilled and cash flow remains predictable.
The Trigger
Monitors your project management system for solar installation, maintenance, or inspection jobs that transition to 'Complete' or 'Finished' status. Captures all associated project data including materials, labor hours, equipment specifications, and any approved change orders to prepare for invoice generation.
The Action
Automatically creates a detailed invoice in your accounting system using the captured job data, applies the correct pricing from your rate sheet or contract terms, and sends the finalized invoice to the customer via email. Updates project records with invoice number and billing date for complete financial tracking.
Common Use Cases in Solar
- Residential solar installation company completes 15-20 rooftop installations weekly and eliminates 3-hour daily billing process by automatically generating invoices as each installation is marked complete
- Commercial solar contractor manages large projects with milestone billing, triggering partial invoices automatically when inspection phases are completed and approved
- Solar maintenance service provider completes routine system checks and instantly bills customers based on service agreement terms and any additional repairs performed
- Solar equipment distributor and installer tracks material costs and labor separately, automatically generating detailed invoices that break down equipment, installation, and warranty components
- Multi-location solar company standardizes billing across regions by automatically applying consistent pricing rules and contract terms regardless of which branch completes the installation
Results You Can Expect
Accelerated Cash Flow
Eliminate the lag between job completion and invoice delivery, getting payment requests to customers immediately while the completed work is top of mind. This reduction in billing delays translates directly to improved cash flow and working capital availability.
Reduced Administrative Burden
Free your administrative staff from manual invoice creation and data entry. The automation handles all information transfer from project records to invoices, allowing your team to focus on customer relationships and revenue-generating activities.
Improved Billing Accuracy
Eliminate transcription errors and ensure all billable items are captured by pulling data directly from source systems. Automated calculations prevent pricing mistakes and ensure contract terms are applied consistently across all invoices.
Enhanced Customer Experience
Customers receive timely, accurate invoices with clear line-item details immediately after job completion. This transparency and promptness improves trust and reduces billing disputes, leading to faster payments and better customer relationships.
Frequently Asked Questions About This Automation
The invoice is generated and sent within minutes of the job being marked complete in your project management system. This eliminates the typical 3-7 day delay of manual billing processes and ensures customers receive invoices while the completed work is fresh in their mind.
Set Up Job Completion Billing Triggers 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 solar automationsAutomatically Submit Solar Rebate Applications When Jobs Are Completed
Eliminate manual rebate paperwork by automatically submitting solar rebate applications to utility companies and government programs immediately upon job completion verification.
Automatically Request Customer Reviews After Every Solar Installation Completion
Automatically trigger review requests when solar installations are marked complete, capturing customer feedback at the perfect moment to build trust and attract new clients.
Automatically Send Solar Warranties When Installation Completes
Instantly deliver warranty documentation to customers the moment solar installation is marked complete. Eliminate manual document handling and ensure every customer receives their coverage details immediately.
Automatically Update CRM When Solar Installation Jobs Complete
Instantly sync completed solar installation data to your CRM system, eliminating manual entry and ensuring customer records stay current with project status, documentation, and next steps.