Invoicing and payment collection

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Job completion recorded

   Technician updates job status to completed with parts used, labor hours, and customer approval in the field app. This triggers the automated invoicing process.

   ServiceTitanHousecall Pro
2. 2

   Action

   Generate detailed invoice

   System automatically calculates total costs including parts markup, labor rates, taxes, and any applicable discounts. Invoice is formatted with company branding and itemized breakdown.

   ServiceTitanJobber
3. 3

   Action

   Send invoice to customer

   Invoice is automatically emailed and/or texted to customer with multiple payment options including credit card, ACH, and payment plan links. Customer receives immediate notification.

   ServiceTitanHousecall ProWorkiz
4. 4

   Decision

   Check payment status

   System monitors for payment receipt within predefined timeframe (typically 24-48 hours). Branches workflow based on whether payment was received or not.

   ServiceTitanFieldEdge
5. 5

   Action

   Process payment confirmation

   For paid invoices, system automatically records payment, updates customer account, and sends receipt. For unpaid invoices, initiates follow-up sequence.

   ServiceTitanServiceFusion
6. 6

   Action

   Execute collection follow-up

   Sends automated reminder messages via email and SMS for overdue invoices. Escalates to personal outreach queue after multiple failed attempts.

   Housecall ProWorkiz
7. 7

   Output

   Update financial records

   Final step records all transaction details, updates accounts receivable, and generates reports for accounting reconciliation. Customer payment history is updated for future reference.

   ServiceTitanJobber

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