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Create completed job tasks with invoice PDFs automatically

Create completed job tasks with invoice PDFs automatically

Your completed jobs arrive without invoice PDFs or payment context, leaving dispatchers and billing with missing files. Receive task updates with attachments and payment status same day.

Create completed job tasks with invoice PDFs automatically

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Overview

Missing invoices and payment context from finished jobs slow down reconciliation and frustrate dispatch and billing. This flow captures invoices, updates task status, and attaches PDFs so your operations and billing teams can reconcile and invoice the same day.

Create completed job tasks with invoice PDFs automatically