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Automated invoicing and payment processing

Automatically generates invoices when plumbing jobs are completed and processes customer payments through multiple channels. This reduces billing delays and improves cash flow by eliminating manual invoice creation and payment processing tasks.

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Workflow Trigger

Technician marks plumbing job as completed in field service management system

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Job completion detected

    System detects when technician updates job status to completed with all labor hours, materials used, and service details recorded. This triggers the automated billing process.

    ServiceTitanFieldEdge
  2. 2
    Action

    Generate detailed invoice automatically

    System pulls job data including parts costs, labor hours, service fees, and customer information to create a professional invoice. Invoice includes itemized breakdown and company branding.

    ServiceTitanQuickBooks for Contractors
  3. 3
    Action

    Send invoice to customer

    Invoice is automatically emailed to customer with payment options and due date. Customer receives SMS notification with payment link for immediate processing.

    ServiceTitanHousecall Pro
  4. 4
    Decision

    Check payment method preference

    System determines if customer has saved payment method on file or prefers manual payment processing. Routes to appropriate payment handling workflow.

    ServiceTitanHousecall Pro
  5. 5
    Action

    Process automatic payment

    For customers with saved cards, system automatically charges payment method and sends receipt. For manual payments, sends follow-up reminders according to schedule.

    ServiceTitanQuickBooks for Contractors
  6. 6
    Action

    Update financial records

    Payment information syncs to accounting system updating accounts receivable, revenue tracking, and customer payment history. Creates audit trail for all transactions.

    QuickBooks for ContractorsServiceTitan
  7. 7
    Output

    Generate payment confirmation

    System sends payment confirmation to customer and updates internal dashboards with revenue metrics. Technician receives notification that job billing is complete.

    ServiceTitanHousecall Pro

Outputs

  • Automated invoice generation
  • Payment processing confirmation
  • Updated financial records
  • Customer payment receipts

Key Metrics

  • Average time from job completion to invoice sent
  • Payment collection rate
  • Days sales outstanding (DSO)

Tools & Integrations

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