IA Invoicing Agent
How it works
Tell IA. Review the draft. Send from your books.
The secretary loop takes about 30 seconds. Same job on an estimate or an invoice.
How it works in 3 steps
01
Tell IA what you need
“invoice the Smith job, two hours, parts on the truck”
Type it or press START. IA picks up the customer, the hours, and the parts.
What you told IA
02
Review the draft
IA handles the math, the line items, the bookkeeping entry. You still look at it before anything goes to Wave, QBO, or Xero.
Estimate — $245.00 pending review
03
Approve and send
It goes straight to Wave, QBO, or Xero. The customer gets the invoice. The books already have the entry.
Invoice INV-2187 — sent to Wave
- Estimate = quote before the work.
- Invoice = bill for completed work.
- Same three steps either way. Internal ops notes stay off the customer PDF.
And more
After the secretary loop: unpaid follow-up, job calendar, bank match for owners, crew alerts from Listen, parts links near your zip, and an optional books migration.