FAQ

Questions contractors ask before they hire IA.

Honest answers about what Invoicing Agent does today — estimates, invoices, schedule, unpaid follow-up, and books Connect.

What IA does

What is Invoicing Agent?

A shop secretary that never goes home. You tell IA the job. It drafts the paperwork so you stay on the work.

What does IA do today?

Live, for real shops:

See the 30-second loop on How it works.

How does the secretary loop work?

Tell IA the job (type it or press START). Review the draft. Approve and send. Same three steps for an estimate or an invoice. Nothing goes to your books until you approve it — unless you turn on auto-send in Settings.

What’s the difference between an estimate and an invoice?

Estimate = quote before the work. Invoice = bill for completed work. Same review step either way.

How does unpaid follow-up work?

After you send an invoice, IA tracks what’s still unpaid and emails a polite follow-up to the customer. Default timing is about 7 days, then 14 days — two emails, not collections language. The shop owner can turn follow-up off.

How does scheduling work?

Book the job on your calendar from IA. You can connect Google Calendar and iOS Calendar so the work lands where you already look.

Who can send invoices and connect books?

The owner connects books and runs billing settings. Technicians can draft estimates and invoices. Sending to the customer stays with the owner unless you allow technicians to send in Settings.

Connect your books

How do I connect Wave, QuickBooks, Xero, or FreshBooks?
  1. Sign in as the shop owner.
  2. Open Settings, then Bookkeeping software.
  3. Tap Connect next to Wave, QuickBooks, Xero, or FreshBooks.
  4. Sign in to that provider in the browser and authorize your company.
  5. Come back to IA. Pull down to refresh if the status still says not connected.

Each shop connects its own account. Pick one books app at a time. IA is not affiliated with or endorsed by Wave, Intuit, Xero, or FreshBooks.

How do I connect FreshBooks?

Same Connect flow. Settings → Bookkeeping software → Connect next to FreshBooks. Sign in to your FreshBooks account in the browser and authorize it. You connect your account — not a shared file, and not someone else’s books.

Do I have to connect books to use IA?

No. You can still draft estimates and invoices in IA. Connect is how those approved documents land in Wave, QuickBooks, Xero, or FreshBooks.

How do I disconnect my books?

Owner: Settings → Bookkeeping software → Disconnect. IA stops creating new documents in that account. Invoices and estimates already in your books stay there — we don’t delete your Wave, QuickBooks, Xero, or FreshBooks records.

Can IA move my books from QuickBooks to Wave?

Optional, one-time QuickBooks Online ↔ Wave transfer if you’re switching platforms. Most shops just start invoicing. Details on Switching books?

Trial & pricing

Is there a free trial?

Yes. 30 days free on Solo, Company, or Shop. Checkout opens in a secure window. Cancel anytime.

How much does IA cost?

Same secretary on every plan: estimates, jobs, invoices, and follow-up. See pricing.

How do I start or cancel?

Start from the homepage pricing cards. Checkout opens in a secure window. Cancel anytime.

Who operates IA?

STEWARD OF THE KING LLC. Questions: hello@stewardoftheking.com

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