Job sheet on the phone, invoice the same evening
The job sheet filled in on site becomes an invoice in your accounting tool, without retyping at night.
For trades and field services that invoice after each visit
From $490 per project
Typical timelineUsually within days of the confirmed scope
Start a sheet from itThe part this sheet is for: Automation workflowWhat this template does
The work is done at four, the invoice is written at ten at night, if at all. A short job sheet on the phone records the hours, the parts and the customer, and it becomes a ready invoice in your accounting tool, sent or waiting for your look, as you prefer.
Prefilled for you
- The brief it fills in
A short job sheet we fill in on the phone after each visit (customer, hours, parts used) that creates the invoice in our accounting tool, either sent at once or left as a draft for us to check.
- Systems it connects
- Google Forms or a phone form
- Fakturownia, inFakt or wFirma
- QuickBooks or Xero
- Kind of job
- Automations - Trades
What you get
- One integration built, tested and running on your own accounts
- The steps written down, so both sides know exactly what runs
- Checked by a person before it is handed over
- Changes until you approve it
What you provide
- What you write down after a job today
- Your accounting tool, with access
- Whether invoices go out at once or wait for you
Questions about this template
- What does it cost?This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
- How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
- My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.
Ready to run this recipe?
The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.