Do you finish the job sheet and take payment on your phone before leaving the job?

Apps like ServiceTitan, Jobber and Housecall Pro fill in the customer and price-book items for you, take the signature and payment, and send the invoice there and then. No paperwork waiting at night.

How to automate it

How to automate “check and close out finished jobs and invoices”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

40 min

typically, every day

50%

of the time can be automated

Some setup

to set up

Fix 1 of 2

Software featureBest fix

Finish the job sheet and invoice on your phone before you leave the driveway

Field service apps fill in the customer, address and price-book items for you, take a signature and a card payment, and send the invoice on the spot. Nothing waits for the evening or the office.

Typically saves about 50% of the time30 min to set up

1Ask the office which field app the company uses and get the mobile app on your phone.
2Have the office load your common parts and labour into the price book so you tap instead of type.
3Before you leave each job, add the items, photos and a short note, then take the signature.
4Take payment on the phone or send the invoice by text right there.

Tools: ServiceTitan, Jobber, Housecall Pro, FieldEdge, Workiz or simPRO

Fix 2 of 2

Automation

Take payment on site and let reminders chase the rest

Card or bank payment on the phone at the end of the job, plus automatic reminder texts and emails for anything unpaid, means far fewer chasing calls.

Typically saves about 60% of the time30 min to set up

1Turn on card payments in your field app and train techs to collect on site.
2Switch on automatic invoice reminders at 3, 7 and 14 days.
3Add a payment link to every invoice text.
4Only phone the accounts still unpaid after the last reminder.

Tools: ServiceTitan, Jobber, Housecall Pro, FieldEdge, Workiz or simPRO · QuickBooks Online reminders

Quick wins

Have you tried…

Do you finish the job sheet and take payment on your phone before leaving the job?: Apps like ServiceTitan, Jobber and Housecall Pro fill in the customer and price-book items for you, take the signature and payment, and send the invoice there and then. No paperwork waiting at night.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Dispatcher / service coordinator

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