This workflow automatically generates invoices upon job completion and processes payments through multiple channels, reducing billing delays and improving cash flow for cleaning businesses.
Service technician marks cleaning job as completed in 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 updates job status to completed with service details and time logs. System captures all billable items and actual hours worked.
System automatically creates detailed invoice based on completed services, materials used, and contracted rates. Invoice includes photos and service notes for transparency.
Workflow branches based on client's preferred payment method and billing schedule. Routes to immediate processing for credit cards or scheduled delivery for NET terms.
For clients with stored payment methods, system automatically charges the invoice amount. Sends payment confirmation and receipt via email or SMS.
Payment status and invoice data automatically sync to accounting system. Updates client payment history and triggers any overdue notifications if needed.
Invoice generated, payment processed or pending, and all financial records updated. Client and internal team receive appropriate notifications of billing status.
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