Job Completion Photo & Invoice Automation
A done-for-you locksmith and security automation built for the Field Technician Supervisor, connecting QuickBooks so the work below happens on its own.
What this automation does, step by step
When a technician marks a job complete, this automation automatically attaches photos of the completed work, generates the invoice, and sends it to the customer.
Commercial clients get documentation for their own records alongside the bill instead of having to request photos separately after the fact.
- Housecall Pro or ServiceTitan
- Zapier or Make.com
- QuickBooks Online
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a field technician supervisor manually pieces together information from different places, then has to relay it to everyone who needs it.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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