Done For YouJob Completion, Invoicing & Review Requests

Finished jobs invoiced the same day, paid sooner and reviewed by happy customers

A done-for-you job completion, invoicing and review request automation is an AI agent that closes out each finished job in your field service software. It checks the tech's notes, photos and parts, drafts the invoice, sends it with a pay link, chases unpaid balances politely, and asks satisfied customers for a Google review. BufferSol builds and configures it in ServiceTitan, Jobber or Housecall Pro and QuickBooks, with your office approving exceptions.

See how it works

Live in 3 to 6 weeks
Works with ServiceTitan, Jobber and more
People approve what matters

Is this you?

For residential and light commercial service companies completing hundreds of jobs a month, where invoices wait on paperwork, balances are chased by hand and review requests depend on the tech remembering to ask.

Jobs sit in a completed-but-not-invoiced state for days while the office checks notes and parts.
Someone spends hours each week texting and calling customers about unpaid balances.
Invoices go out with missing photos, wrong parts or no explanation, and customers dispute them.
Your Google review count grows slowly even though customers say nice things to your techs.
Unhappy customers sometimes get the same review request as happy ones.

Today vs done for you

The current way, and the new way

What your team does by hand today, and what the automation does instead, step by step.

How it works today

The tech finishes the job and marks it complete in the app, often with short notes and a few photos.
Back at the office, someone checks the notes, adds missing parts, fixes line items and builds the invoice.
The invoice goes out by email, sometimes days later, and the office waits.
Each week the office manager filters unpaid invoices, then texts, emails and calls customers one by one.
Review requests are left to the tech on site or sent in a batch with no check on whether the customer was happy.

What it quietly costs you

· Cash sits in finished work for weeks, which squeezes payroll, parts and fuel.
· Office staff spend hours on reminders and corrections instead of scheduling and customer service.
· Missed review requests leave your Google profile thin compared with competitors who ask every time.

How it works done for you

When a job is marked complete, the agent reads the tech's notes, photos, parts used, time on site and any signed approvals from ServiceTitan, Jobber or Housecall Pro.
It checks the job against the original estimate or agreement and flags gaps such as missing parts, unapproved extra work or a missing signature.
Clean jobs get an invoice drafted with a plain-English work summary and photos, then sent with a pay link; flagged jobs go to the office for approval first.
The agent syncs invoices and payments with QuickBooks Online or Xero so the books match the field system.
Unpaid invoices get reminders by text and email on your schedule; questions, disputes and payment-plan requests are passed to a person with the history attached.
After payment or a set time, the agent sends a short satisfaction check; happy customers get a Google review link, unhappy ones are routed to a manager to call back.
Every invoice, reminder, payment, review request and customer reply is logged on the job record.

Your people

What changes for your team

Role	Today	Done for you
Office manager or billing coordinator	Rebuilding invoices from messy notes and spending afternoons on payment reminder calls.	Approving flagged invoices, handling disputes and setting up payment plans.
Field technician	Being asked to remember to collect payment, explain the invoice and ask for a review at the end of a long job.	Capturing good notes and photos; the follow-up happens without them.
Owner or general manager	Worrying about cash flow and reading reviews only when a bad one appears.	Seeing days to invoice, days to payment and review trends in one weekly report.

The numbers

What it's worth to you

Estimate the time and cost you get back with your own numbers. We baseline the real figures in week 1 and track these KPIs from day one.

Example inputs · change them to yours

Volume (completed jobs per month)

Minutes of staff time per item

Share the automation handles end to end: 50%

Loaded cost per staff hour

$per hour

The automated share covers invoicing clean jobs, routine payment reminders and review requests; flagged jobs, disputes and payment plans stay with your office.

Staff time back

40 hours a month

About 0.3 full-time people freed for higher-value work

Capacity reclaimed a month

$1,120

A year

$13,440

An estimate from your inputs only. In week 1 we measure your real baseline, so results are tracked against your own numbers.

Completion-to-invoice time

We measure the gap between job completion and invoice sent from your software timestamps, before and after launch.

Days to payment

We track the average time from invoice sent to payment received, split by job type and customer type.

Open receivables over 30 days

We baseline the aged receivables report at launch and track the balance in the older buckets each month.

Invoice disputes and corrections

We count invoices that were reissued or disputed, using notes and credit memos in your accounting system.

Review requests and new reviews

We log every review request sent and match new Google reviews to jobs to track the response rate and rating.

of consumers say they never read online business reviews (2025). BrightLocal

From 32% to 40%

increase in consumers who said they would be most likely to leave a review when asked by email (2025). BrightLocal

Works with the tools you already use

ServiceTitan
Jobber
Housecall Pro
QuickBooks Online
Xero
Stripe
Google Business Profile
Twilio
Gmail or Outlook

Guardrails built in

Invoices with extra work, missing approvals or amounts outside your set limits are held for a person to approve.
The agent never changes prices, waives fees or agrees to payment plans on its own; it passes those requests to your office.
Review requests follow Google's rules: every satisfied customer can be asked, nobody is offered an incentive, and complaints go to a manager.
Reminder frequency, quiet hours and opt-outs are set by you and respected for every customer.
All invoices, messages and payments are logged and reconciled with your accounting system.

Why it hurts today

What teams say about this work

Common complaints from operators, reviewers and industry research.

Plumbers end up chasing customers for balances days or weeks after a job, often because invoices went out late and there was no system for tracking what is overdue.
Source: Housecall Pro

Housecall Pro reviewers name invoicing as a weak spot, saying it lacks customization and batch options and creates extra work for customers with recurring or multiple jobs.
Source: Capterra

Consumers say they are most likely to leave a review when a business asks them directly, especially by email, so a company that never asks leaves its review profile to chance.
Source: BrightLocal

Done for you

Live in 3 to 6 weeks

We do the build, the integrations and the rollout. Your team gives us access, reviews the pilot and approves go-live.

1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.

Included add-on

Executive Ask: ask your business anything

One plain-English assistant connected to every system you run: CRM, helpdesk, ERP and accounting, HR, inbox and docs. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

How much is sitting in unpaid invoices older than 30 days, and which customers owe the most?
How many jobs finished yesterday are still not invoiced, and why?
Which techs get the most five-star reviews, and what do customers mention?

Job Completion, Invoicing & Review Requests: questions

Straight answers to what clients ask us most.

Ask our team

Will the agent send invoices without anyone checking?

Only for clean jobs that match the rules you set, such as work matching the approved estimate, parts within limits and a signature on file. Anything unusual is held for your office to approve, including extra work, discounts, warranty jobs and amounts above your threshold. You can start with every invoice reviewed and widen the automatic rules as you gain confidence in what the agent produces.

Is it allowed to filter review requests to happy customers?

Google's rules do not allow review gating that blocks unhappy customers from reviewing. We set it up so the satisfaction check routes complaints to a manager for a quick call, while the review link stays available to every customer and nobody is offered an incentive. The aim is to fix problems fast and remember to ask everyone, not to hide bad experiences.

How long does it take to go live?

Most companies are live in 3 to 6 weeks. We map your job close-out rules, invoice templates, payment terms, reminder schedule and review process first. Then we connect your field service software, accounting system and payment provider, test on recent completed jobs, and run a supervised period where your office approves invoices and messages before they go out.

What does it cost?

Cost depends on job volume, the number of systems we connect, how many approval rules you need and whether you run more than one location or brand. We do not publish a price because those inputs vary widely between companies. Pricing is quoted after a short scoping call where we review your current close-out, invoicing and collections steps.

Finance & Accounting