Automatically generates professional invoices when painting projects are marked complete and processes payments through integrated systems, reducing manual billing tasks and improving cash flow.
Painting project status updated to 'Complete' in project 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.
Workflow initiates when crew marks a painting project as complete in the project management system. System captures final project details including labor hours, materials used, and any change orders.
Automatically creates professional invoice with line items for labor, paint, materials, and equipment based on project data. Applies any applicable taxes, discounts, or change order amounts.
Determines if client has autopay enabled or prefers manual payment processing. Routes to appropriate payment collection workflow based on customer preferences.
Either charges stored payment method automatically for autopay customers or sends invoice with payment portal link for manual payments. Includes payment terms and due date information.
Records payment status in project management system and updates job profitability tracking. Syncs invoice and payment data across all connected business systems.
Delivers final invoice, before/after photos, warranty information, and payment confirmation to customer via email. Includes care instructions for painted surfaces.
Creates financial reports showing invoice details, payment status, and project profitability metrics for business tracking and accounting purposes.
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