Invoice generation and email dispatch upon job completion

Purpose

1.1. Automate the generation of branded, itemized invoices and their secure delivery via email immediately after air duct cleaning jobs, integrating billing, reducing manual workload, accelerating cash flow, ensuring compliance, decreasing errors, and providing professional customer experience.
1.2. Synchronize completion confirmation with financial software and CRM, log completed transactions, and notify internal teams.
1.3. Attach digital payment links and manage follow-up reminders to maximize customer response and close the accounting cycle automatically.

Trigger Conditions

2.1. Field technician marks job as "Completed" in job management system.
2.2. Electronic signature or customer acceptance logged.
2.3. API call or webhook received from scheduling/dispatch platform indicating service completion.

Platform Variants

3.1. QuickBooks Online
• API: CreateInvoice; configure client mapping, VAT/tax, and payment link embedding after job status update.
3.2. Xero
• Endpoint: POST /api.xro/2.0/Invoices; auto-pull job data, assign to contact, trigger PDF invoice via email.
3.3. FreshBooks
• API: create_invoice endpoint; map job details, auto-email client using on_invoice_created event.
3.4. Zoho Invoice
• API: CreateInvoice; set auto-send to customer and log in client portal integration.
3.5. Sage Intacct
• XML Function: create_invoice; map GL accounts, attach job worksheet, set send_invoice to true.
3.6. Wave
• API: POST /invoices; input line items, toggle email_notification to client flag.
3.7. Stripe Billing
• API: Create Invoice; enable automatic email dispatch and payment request on job metadata.
3.8. Salesforce
• Flow: Process Builder/Flow Builder to generate Invoice object and send via email upon Opportunity Status Closed-Won.
3.9. HubSpot
• Workflow trigger: deal property update; invoke invoice app integration and auto-send.
3.10. ServiceTitan
• Trigger: Job Completion API/Webhook; configure billing rules to email invoice instantly.
3.11. Jobber
• Automation: Job completion workflow; generate invoice, auto-email client address from CRM.
3.12. Housecall Pro
• Event: Job marked finished; system creates invoice, auto-dispatches PDF via default communication settings.
3.13. SendGrid
• API: /mail/send; attach generated invoice PDF and send to client's email.
3.14. Mailgun
• Function: messages.send; configure to pull invoice from storage, address to client, log delivery status.
3.15. Gmail API
• Endpoint: users.messages.send; scripted dispatch with attached invoice PDF as MIME part.
3.16. Microsoft Outlook Graph API
• Endpoint: /sendMail; configure subject, body, attach invoice, cc accounting team.
3.17. PandaDoc
• API: SendDocument; auto-populate template with completed job info and dispatch to signer.
3.18. DocuSign
• Endpoint: Envelopes:create; add invoice PDF, set recipient to completed job contact, enable completion notification.
3.19. SAP Business One
• DI API: AddDocument; set DocType=AR Invoice, trigger email delivery from business document.
3.20. Odoo
• RPC: account.invoice.create and send_invoice; link job, generate invoice, and dispatch via integrated email.
3.21. Intuit Mailchimp Transactional
• API: messages.send; attach invoice to templated message, deliver using client's email record.
3.22. Pabbly Connect
• Workflow: Job completion trigger; generate and send invoice with PDF Generator and SMTP Email modules.

Benefits

4.1. Reduces manual admin, speeding up invoicing and payments.
4.2. Minimizes human error in amount, client details, and compliance.
4.3. Enhances cash flow with instant invoice and payment link delivery.
4.4. Improves customer satisfaction with branded, professional communications.
4.5. Provides full traceability and reporting by cross-logging client, job, and invoice automatically.