Service
Job completion to invoice: billing that follows the work
When a job closes, the hours, parts, extra work and customer sign-off should arrive in billing as an invoice-ready packet, not as paper someone retypes days later. We find where your finished work waits to be billed and build the step that carries it from the field to the invoice.
The problem
The work is done, but the invoice is not. Hours sit on a timesheet, parts on a truck slip, extra work in someone's memory, and the customer's signature on a page in the cab. Billing waits for all of it, then retypes it into accounting. That is the re-entry trap: every piece of information typed twice, with days lost and errors added each time.
Who it fits
Service and project companies that bill from field work: mechanical, electrical, plumbing, fire protection, facilities, equipment service and industrial service companies. If your office closes a pile of tickets at the end of the week, this is for you.
What you get
One tool, scoped in the Workflow Spec, that turns a closed job into an invoice-ready packet: labor, materials, extra work with its approval, photos and the customer sign-off, checked for what is missing before it reaches billing. The invoice lag calculator shows what the wait costs you today, in your own numbers.
How it works with your software
The packet lands in your accounting system the way it already accepts invoices or imports. We fit the field app and the accounting system you run, with up to two standard integrations in the Build, and the tool never becomes a second set of books.
What you own
After payment you own the tool, your data and your production accounts, with the copyright assignment in writing.
Scope and price
A Workflow Spec at $15,000 fixed, then a Production Build from $60,000, fixed after the Spec. The last 20 percent of the Build fee depends on the crew and the office using it, measured against a threshold you sign.
What we decline
Unapproved money movement: a tool may prepare an invoice, but a person approves anything that charges or pays. More in what work do you decline.
Questions people ask
Why do invoices go out days after the work?
Usually because the information billing needs is gathered in the field and then rebuilt at a desk: paper tickets, timesheets and parts lists that someone retypes. That is the re-entry trap, and every retype adds days and errors.
Does faster invoicing mean more profit?
No. Billing sooner improves when the cash arrives. The extra money comes from work that used to go unbilled, such as parts and extra work that never reached the invoice.
Do you replace our accounting system?
No. The tool hands billing what it needs in the form your accounting system already imports. It never becomes a second system of record.
Next step
Talk to us
Start with a free twenty-minute fit call. If the workflow, the sponsor and the path to access are real, the next step is a Workflow Spec.
Fox & Santiago, Genesee, Idaho. Home territory: the Inland Northwest, where we respond fastest. We fly anywhere in the United States for paid engagements.