Can AI Automatically Draft Invoices?
Has anyone found a way to have AI draft invoices based off of the previous days jobs using local supplier pricing from websites, and draft follow up tasks and quotes from job notes?
Forum Discussion
4 Replies
yeah i actually built this for my own company and it runs every day. it pulls the completed jobs, reads the job notes, and drafts the invoice straight back into jobber, plus it creates a follow up task and a quote for any extra work that came up on site. everything lands as a draft so i still check it before it goes out. the supplier pricing part was the fiddly bit, what worked was giving it a fixed price list to check against rather than having it read supplier sites live, way more reliable. happy to show you how i approached it if you want
Hey Ozi, thanks so much for chiming in! Would you be open to sharing an example of your process with the community? I'm sure many others would be as interested as well.
This is exactly what I need. I'll PM you, thank you in advance!
Three different problems in there, and only one of them actually wants a model.
Drafting yesterday's invoices doesn't. jobber's API can pull completed jobs and their line items and create the draft invoice for you, so it's rules, not judgment. If it's rules, keep it rules, it'll be right every time and you'll never wonder why a number changed.
Supplier pricing off websites is the one I'd avoid. Public prices aren't your prices, they move without telling you, and the trade rate usually sits behind a login. The day a site changes its layout you don't get an error, you get wrong prices on invoices you already sent. Keep a price list you control and update it when your supplier sends you one. If they have a real feed or an account API, use that instead.
Follow ups and quote drafts from job notes is the part worth it. Reading a tech's messy note and proposing the line items is exactly what it's good at, and getting it wrong costs you nothing because it's a draft.
the rule I'd set is that it drafts and a person sends. Nothing leaves for a customer without someone looking at it.
What are you writing the notes in now, straight into the visit in jobber or somewhere else?
