Automates invoice generation and billing for completed electrical work, from job completion to payment processing, reducing manual data entry and accelerating cash flow.
Electrical job is marked as completed in the field management system
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Detailed explanation of each automated stage in the workflow.
Field technician marks electrical job as completed in ServiceTitan with final hours, materials used, and photos. This triggers the automated invoice generation workflow.
System automatically pulls labor hours, material costs, permit fees, and any change orders to calculate the final invoice amount. Applies appropriate tax rates and markup percentages.
Determines if this is a fixed-price contract job, time-and-materials billing, or requires customer approval for overages. Routes to appropriate invoice template and approval process.
Creates professional invoice with line items for labor, materials, permits, and photos of completed work. Includes payment terms and method options for the customer.
Automatically emails invoice to customer with online payment portal link and SMS notification. Sets up automatic follow-up reminders for unpaid invoices.
Syncs invoice data to accounting system and updates job profitability tracking. Creates accounts receivable entry and schedules payment monitoring.
Customer receives professional invoice with multiple payment options and automated follow-up sequence begins. Invoice appears in accounts receivable dashboard for tracking.
Operator Academy teaches you how to implement AI automation workflows like this one step-by-step — no coding required.
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