Table of Contents
Automation Best Practices #
Configuration
- Set up price books correctly
- Configure tax rules properly
- Test with sample jobs
- Train technicians on time/parts entry
Quality Control
- Review high-value invoices
- Spot-check automated invoices
- Monitor customer feedback
- Adjust settings as needed
Communication Best Practices #
Clear Information
- Detailed line descriptions
- Obvious contact information
- Multiple payment options
- Professional appearance
Timely Delivery
- Send same day as service
- Don’t delay billing
- Follow up promptly
- Track delivery status
Common Scenarios #
Contract Customer Invoice #
Automated Handling:
- Contract pricing applied
- Covered items marked
- Only extras charged
- May show $0 due
- Sent for records
Emergency Service Invoice #
Special Handling:
- Emergency rates applied
- After-hours charges added
- Priority sending
- Payment terms may differ
