Send Invoice When Window Job Done
Instantly generate and send professional invoices the moment your window or door installation job is marked complete. Eliminate manual billing delays and get paid faster with automated invoice delivery.
When
Job Status Changed to Complete
Then
Professional Invoice Generated and Sent
3 hours per day
Time Saved
40% faster payment collection
ROI Impact
To automatically send invoices when window and door jobs are completed, connect your job management system to your invoicing tool so that when a job status changes to 'complete', the system instantly generates an invoice with all job details and sends it directly to the customer while recording it in your accounting records.
How This Automation Works
Job Status Changed to Complete → Professional Invoice Generated and Sent
Job Completion Trigger Activates
When your field technician or office staff marks a window or door installation job as complete in your job management system, the automation immediately detects this status change and begins the invoicing process, capturing the timestamp and user who completed the job.
Job Data Collection and Validation
The system automatically retrieves all relevant information from the completed job including customer contact details, service address, materials used with quantities and costs, labor hours, equipment charges, disposal fees, warranty information, and any applied discounts or additional charges that were documented during the project.
Invoice Generation with Calculations
Using your predefined invoice template, the system formats all job details into a professional document, automatically calculates subtotals, applies appropriate sales tax based on location, adds any predetermined markup percentages, and includes your payment terms, due date, and accepted payment methods.
Quality Checks and Approval Routing
The system performs automated validation to ensure all required fields are populated, pricing is within expected ranges, and customer information is complete. For jobs exceeding specified thresholds or containing flagged items, the invoice can be routed to a manager for review before sending.
Invoice Delivery to Customer
The finalized invoice is sent to the customer via their preferred communication channel—typically email with a PDF attachment and embedded payment link. Customers receive the invoice with clear itemization, your company branding, and multiple convenient payment options for immediate settlement.
Accounting System Integration
Simultaneously with customer delivery, the invoice is recorded in your accounting software with proper categorization, linked to the customer account and job record, and set to the appropriate payment tracking status. This creates a complete audit trail from job completion through eventual payment receipt.
How It Works
For window and door installation businesses, the gap between job completion and invoice delivery directly impacts cash flow. This automation eliminates manual billing processes by instantly generating and sending professional invoices when your field technicians mark a job as complete. The system captures all job details—materials used, labor hours, custom measurements, and any additional charges—then formats them into a branded invoice and delivers it to your customer within minutes. This immediate billing approach reduces payment cycles, minimizes administrative overhead, and ensures no completed job goes unbilled. Your office staff no longer needs to manually compile job tickets, calculate totals, or remember to send invoices, while customers receive clear, accurate billing documentation while the work is still fresh in their minds. The automation integrates seamlessly with your existing job management tools and accounting software, maintaining accurate financial records without duplicate data entry.
The Trigger
When a window or door installation job is marked as complete in your job management system—whether by a field technician through a mobile app or by office staff in your dashboard—the automation immediately captures all relevant job data including customer information, services performed, materials used, labor hours, and any special charges or discounts applied during the project.
The Action
The system instantly compiles all job details into a professional, branded invoice using your predefined template. It automatically calculates totals, applies appropriate taxes, includes payment terms, and sends the invoice directly to the customer via their preferred method (email, SMS, or customer portal). Simultaneously, the invoice is recorded in your accounting system with the proper job reference, customer account link, and payment tracking status.
Common Use Cases in Window door
- Residential window replacement company automatically invoices homeowners immediately after installation completion, including all custom measurements, materials, and labor with photos of the completed work attached
- Commercial door installation contractor sends itemized invoices to property managers upon completing multi-door projects, with detailed breakdowns of each door type, hardware, and installation specifications
- Emergency glass repair service invoices customers instantly after boarding up broken windows, ensuring immediate billing for after-hours service while details are documented
- High-end custom window manufacturer invoices clients upon final installation approval, including all customization charges, specialty glass options, and premium hardware selections
- Multi-crew window installation business processes separate invoices for each completed job across multiple job sites, ensuring accurate billing attribution to specific crews and customers
- Storefront door and window contractor invoices building owners upon project milestone completion, with automated progress billing tied to specific installation phases
- Home improvement company bundles window installation charges with related services like trim work and painting, generating comprehensive invoices that capture all project elements
- Window cleaning and maintenance service invoices commercial clients after routine service completion, with recurring service discounts automatically applied to regular customer accounts
Results You Can Expect
Accelerated Payment Collection
By sending invoices immediately upon job completion while the work is fresh in the customer's mind, you significantly reduce the time between service delivery and payment receipt. Customers receive clear, accurate invoices with convenient payment options when they're most satisfied with your work, leading to faster payment and improved cash flow.
Eliminated Billing Bottlenecks
Your administrative staff no longer spends hours each day compiling job tickets, manually entering data into invoice templates, calculating totals, and sending individual invoices. This time savings allows your team to focus on customer service, scheduling, and business development rather than repetitive billing tasks.
Zero Unbilled Completed Jobs
Manual invoicing processes often result in completed jobs that slip through the cracks and go unbilled for days or weeks. Automation ensures that every single completed job triggers an immediate invoice, eliminating revenue leakage and ensuring all your hard work translates into timely billing and payment.
Consistent Professional Presentation
Every invoice follows your exact template specifications with consistent formatting, accurate calculations, and professional presentation. This consistency reinforces your brand quality, reduces customer questions about charges, and presents your business as organized and technologically capable.
Reduced Data Entry Errors
Manual invoice creation introduces opportunities for transposed numbers, incorrect calculations, missing items, and outdated customer information. Automated invoice generation pulls data directly from your source systems, virtually eliminating transcription errors and ensuring customers receive accurate invoices the first time.
Improved Financial Visibility
With immediate invoice generation and accounting system integration, your financial reports always reflect your most current business status. You can accurately track accounts receivable, job profitability, and revenue projections without waiting for batch invoice processing or manual data entry to catch up.
Frequently Asked Questions About This Automation
Invoices are generated and sent within 1-2 minutes of marking a job as complete. The system instantly captures all job data, formats it into your branded invoice template, calculates totals and taxes, and delivers it to the customer via email or their preferred communication method.
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 window-door automationsAutomatically Request Customer Reviews After Window Installation Completion
Automatically send review requests to customers immediately after window or door installation is marked complete, capturing feedback while the experience is fresh and boosting your online reputation.
Automatically Send Energy Certifications When Window Installation Jobs Complete
Eliminate manual paperwork by automatically generating and sending energy efficiency certificates to customers immediately upon job completion, ensuring compliance and faster close-out.
Automatically Capture and Send Professional Before/After Window Installation Photos to Homeowners
Streamline your window and door installation documentation by automatically capturing, organizing, and sharing professional before/after photos with customers immediately upon job completion.
Automatically Send Invoices When Door Installation Jobs Are Completed
Eliminate manual invoicing delays by automatically generating and sending professional invoices the moment your door installation or repair job is marked complete. Reduce billing time from hours to seconds.