Invoice & Paperwork Automation
Generates invoices or paperwork from a job or visit, files them, and sends polite payment reminders.
Generates invoices or paperwork from a job or visit, files them, and sends polite payment reminders. Includes: 2 connected apps (e.g. Google Sheets/Drive + QuickBooks Online or Jobber); up to 3 document templates; email reminder sequence (3 steps). SMS reminders use extra texts at $0.03. 2 revision rounds; 1 h/mo.
Ask us before you share patient information. Named apps are typical examples. Support for each specific app is confirmed at scoping and isn't guaranteed.
What's included
- 2 apps (e.g. QuickBooks Online + Google Drive)
- Up to 3 templates
- 3-step email reminders
How setup works
- 01
Book a free 15-minute call
We look at the job and quote your final setup and monthly price in writing before you pay anything.
- 02
We build the included limits
We connect the apps, templates, and texts this starting price covers, then test them with you.
- 03
You go live month-to-month
A one-time setup fee plus a flat monthly plan, month-to-month with no long-term contract.
Fits these industries
Frequently bundled with
Back Office Bundle
Invoice & Paperwork + Bill & Statement Checks.
Best for Offices, retail, restaurants.
Starting at $3,490 setupStarting at $349/mo
Questions
What does the starting price include?
Generates invoices or paperwork from a job or visit, files them, and sends polite payment reminders. Includes: 2 connected apps (e.g. Google Sheets/Drive + QuickBooks Online or Jobber); up to 3 document templates; email reminder sequence (3 steps). SMS reminders use extra texts at $0.03. 2 revision rounds; 1 h/mo.
How does pricing work?
Every project starts with a one-time setup fee, then a flat monthly plan. Plans are month-to-month with no long-term contract. Prices start at the amounts shown, and your final price is quoted after a free 15-minute call.
Anything we should confirm first?
Ask us before you share patient information. Named apps are typical examples. Support for each specific app is confirmed at scoping and isn't guaranteed.