Table of Contents
Invoice management in FieldAx automates the billing process through seamless integration with job completion. When technicians close jobs, the system automatically generates invoices with all consumed parts, labor hours, and travel time, applying appropriate pricing and taxes. This section covers the automated invoice creation process and how to preview and send invoices to customers.
Understanding Automated Invoice Management #
Automated Invoice Workflow #
FieldAx’s intelligent invoice process:
Job Completed → Invoice Auto-Generated → Parts/Labor/Travel Added →
Pricing Applied → Tax Calculated → Preview Available → Send to Customer
Key Automation Benefits #
Accuracy & Efficiency
- No manual data entry
- Real-time cost capture
- Automatic tax calculations
- Eliminated billing delays
Complete Cost Recovery
- All parts tracked
- Every hour billed
- Travel time included
- Nothing forgotten
