Automations

Automating the Estimate-to-Job-to-Invoice Workflow

Streamline your quote-to-cash process with automated workflows.

intermediate 10 min read workflow automation estimate job
Book a demo Calculate missed-call revenue

Quick Answer: Configure automations to notify you when estimates are approved, auto-create jobs from approved estimates, and generate invoices when jobs are completed.

The Flow

  1. Create estimate with offerings as line items
  2. Send to customer for approval
  3. Automation triggers on approval
  4. Convert to job (manual or automated)
  5. Track job through to completion
  6. Generate invoice from completed job
  7. Send and collect payment

Recommended Automations

  • Estimate Approved → Notify team, create job
  • Job Scheduled → Remind customer
  • Job Completed → Generate invoice
  • Invoice Sent → Follow up if unpaid

Workflow Tips

  • Ensure offerings have accurate pricing
  • Attach custom records at estimate stage
  • Use job statuses to track progress
  • Set payment terms on invoices