Timesheet-to-Billing Trigger
A done-for-you staffing and recruiting automation built for the Accounts Coordinator, connecting Twilio and QuickBooks so the work below happens on its own.
What this automation does, step by step
For placed contractors, this automation automatically sends a timesheet reminder at the end of each work week, and once the timesheet is submitted and approved by the client contact, automatically generates the invoice tied to that contractor's bill rate.
The gap between hours actually worked and the agency getting paid closes from a manual, once-a-week reconciliation chore to something that happens the moment the client clicks approve.
- Bullhorn
- Zapier or Make.com
- QuickBooks Online
- Twilio or email
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 automation, this falls entirely on an accounts coordinator, who has to track every step by hand across emails, spreadsheets, and sticky notes. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
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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