AI Invoicing & Billing

Job done, Invoice ready

Job Based Invoicing | Logged Labor | Pricebook Items | Photos and Forms | Automatic Invoices | Payment Follow Up

How Voice AI works with invoicing

Build the Invoice Before Leaving the Job

Technicians describe the completed work. PropelOne turns the job details into an invoice while everything is still fresh.

Build the Invoice by Voice

Say “invoice this job.” PropelOne pulls labor, parts, and pricebook items from the work order and confirms the total.

Record Payments

Record a field payment by voice and post it to the invoice.

Check What Is Owed

Ask which invoices are past due and hear the oldest balances first.

Start Follow Up

Start payment reminders by voice using your saved schedule.

Catch Missing Items

Get alerted when a required signature or photo is missing.

PropelOne Voice AI writing call details into the CRM customer record
Invoicing Features

Move Every Job From Complete to Paid

Create, send, track, and collect every invoice in one place.

Invoices
Invoices
Create the Invoice From the Work Already Done

Turn a work order or approved estimate into a complete invoice without retyping.

Key capabilities
  • Create invoices from jobs or estimates
  • Create one time invoices
  • Add your branding and license details
  • Send several invoices at once
  • Attach forms and photos
Recurring Billing
Recurring Billing
Set the Schedule Once

Automatically invoice service agreements and maintenance plans.

Key capabilities
  • Flexible billing schedules
  • Automatic invoice delivery
  • One time billing adjustments
  • Pause or cancel without losing history
  • Combined or separate property billing
Budget Plans
Budget Plans
Make Seasonal Costs Predictable

Turn estimated annual usage into consistent monthly payments.

Key capabilities
  • Fixed monthly amounts
  • Scheduled adjustments based on actual usage
  • Automatic drafts
  • Live plan balance
  • Complete payment history
Payments
Payments
Make It Easy to Pay

Collect online, in the office, or at the job site.

Key capabilities
  • Cards, bank transfers, and digital wallets
  • Field payments
  • Saved payment methods with permission
  • Real time payment posting
  • Deposits applied to final invoices
Payment Follow Up
Payment Follow Up
Follow Up Without Chasing

PropelOne watches unpaid invoices and sends reminders on your schedule.

Key capabilities
  • Custom reminder timing
  • Automatic stop after payment
  • Account exclusions
  • Escalating reminder messages
  • Text and email delivery
Invoice Tracking
Invoice Tracking
See What Is Paid, Late, or Unsent

Track every invoice and find where cash is stuck.

Key capabilities
  • One invoice list
  • Useful sorting and filters
  • Batch sending
  • Accounting sync and CSV export
  • Aging reports
FROM JOB TO PAID

Seven Connected Steps

1
Build the invoice from the job.

Line items come straight from the completed work order or the approved estimate, with labor, parts, and pricebook pricing already attached.

2
Review and send it.

Say invoice this job and Voice AI builds it on the spot, or leave it for the office to review and send later.

3
Deliver it by text or email.

By text or email, branded, with a payment link and the signed form attached.

4
Collect payment online or on site.

Card, bank transfer, or a payment taken in the field before the truck pulls away.

5
Start reminders when needed.

The follow up schedule you set kicks in automatically once an invoice goes unpaid.

6
Post the payment automatically.

Nobody has to go looking for it on a spreadsheet to confirm it landed.

7
Sync the transaction to accounting.

Synced to your accounting software, matched to the job and the customer it belongs to.

Questions We Hear a Lot

You Ask. We Answer.

1. Can an invoice be edited after it has been sent?

Yes. Reopen, correct, and resend it. PropelOne keeps the original in the history.

2. What happens if a customer on a budget plan uses more than the plan covers?

PropelOne tracks the balance and adjusts the plan on your schedule.

3. Does payment follow up stop on its own once someone pays?

Yes. Reminders stop automatically when payment posts.

4. Can I leave certain customers out of automatic follow up?

Yes. Exclude customers by account or category.

5. What payment methods can a customer use?

Cards, bank transfers, digital wallets, checks, and field payments.

6. Does invoicing sync with the accounting software I already use?

Yes. Invoices and payments sync with your accounting platform.

CLOSE THE JOB. COLLECT THE PAYMENT.

Don’t let finished
jobs sit unpaid.

See one job move from completed work to a paid invoice.