Financial, Invoicing, and ReportingPurpose
1.2. Integrate with job management, field tracking, and financial software to collect job data, compile cost details, and output professional invoices for immediate dispatch to clients and internal financial records.
Trigger Conditions
2.2. Confirmation receipt from field agent via mobile app or device.
2.3. Reception of post-job digital signature or photo evidence.
2.4. End-of-job sensor or telematics report submission (for equipment-based work).
2.5. Verification of checklist/task completion in scheduling software.
Platform Variants
3.1. QuickBooks Online
• Endpoint: Invoices API /v3/company/{companyId}/invoice
• Config: Trigger new invoice creation with line items sourced from completed job record.
3.2. Xero
• Feature: Invoices.Create endpoint
• Config: Configure trigger on job completion webhook to pass project details.
3.3. FreshBooks
• Endpoint: POST /invoices
• Config: Map completed job data fields to invoice line items and client account.
3.4. Zoho Books
• API: createInvoices
• Config: Use job completion webhook, attach relevant timesheets/materials.
3.5. Sage Business Cloud
• Endpoint: api/sageone/accounts/v3/sales_invoices
• Config: Generate invoice using completed service task info.
3.6. Microsoft Dynamics 365
• Feature: Sales Invoice entity in Finance & Operations API
• Config: Trigger invoice record creation on "job complete" event.
3.7. SAP Business One
• Endpoint: /Invoices POST (Service Layer)
• Config: Map external job completion to invoice generator.
3.8. Intuit Mailchimp Transactional (Mandrill)
• Feature: Transactional email send on invoice creation
• Config: Trigger email template with attached PDF invoice.
3.9. Stripe
• Endpoint: Create Invoice API
• Config: Automated creation and payment link for post-job billing.
3.10. PayPal Invoicing
• Feature: POST /v2/invoicing/invoices
• Config: Job completion triggers REST call with invoice detail.
3.11. HubSpot
• Endpoint: Engagements API for Invoice records
• Config: Auto-create invoice and associate with client profile.
3.12. Salesforce
• Feature: Opportunity/Job "Closed Won" triggers Billing API
• Config: Process builder or Flow to initiate invoice object.
3.13. ServiceM8
• Setting: Auto-invoice rule on job status "Completed"
• Config: Enable automation and set invoice template.
3.14. Jobber
• Endpoint: POST /invoices
• Config: Link job completion trigger to invoice builder.
3.15. FieldPulse
• Feature: Invoice Automation toggle
• Config: Enable automatic draft/final invoice on job complete.
3.16. ServiceTitan
• API: POST /invoices
• Config: Map completed job ticket to invoice schema.
3.17. Odoo (ERP)
• Feature: invoice.create method
• Config: Schedule action connects job completion to invoice event.
3.18. Square
• Endpoint: POST /v2/invoices
• Config: Instant invoice trigger with customer/job data.
3.19. Wave
• Endpoint: POST /v1/invoices
• Config: Fetch completed jobs, create/assign invoice appropriately.
3.20. Google Sheets (as middleware)
• Feature: Trigger via Apps Script on status change
• Config: New row or "Complete" marks sends data to integrated accounting APIs.
3.21. ServiceNow
• Endpoint: createRecord (Invoice Table in Financial Management)
• Config: On task closure, script invoice record generation.
Benefits
4.2. Accelerates revenue recognition and cash flow by immediate billing post-job.
4.3. Improves client satisfaction via responsive, professional communications.
4.4. Reduces administrative workload, freeing staff for higher-value activities.
4.5. Enables seamless scaling for high-volume agricultural service operations.