Finished work should not wait days to become an invoice.

• →Completed jobs sit for days before anyone builds the invoice.
• →Required documentation (photos, signed work order, material list) is incomplete and invoicing waits on it.
• →Manual re-entry from the field ticket into accounting introduces pricing errors.
• →Change orders during the job don’t make it onto the final invoice.

• →Checking job documentation is complete before releasing it to billing.
• →Generating the invoice draft directly from the field ticket, including change orders.
• →Pushing the completed invoice into accounting without re-entry.

• →Reviewing and approving invoices above a defined size or with unusual line items.
• →Customer conversations about disputed charges.

Jobs with missing documentation route to a hold queue naming the specific gap (missing signature, missing photo, unresolved change order) rather than blocking silently.

The field ticket in the field-service platform is authoritative for scope and materials actually delivered. Accounting reflects it, not the reverse.

Trigger an invoice draft on job completion, gate it on a documentation-complete check, and push the finalized invoice into accounting automatically.

Estimate using: completed jobs per week x average days between completion and invoice sent today x the cost of that delay in cash flow (days sales outstanding), plus hours spent manually re-keying invoices.