Automated Invoicing & Approvals
Eliminate billing delays with real-time draft invoices and secure role-based office approvals.
The Problem: The end of the month is a chaotic rush of paperwork, deciphering technician notes, and trying to remember what was actually done on a job site three weeks ago. This frantic approach to billing almost always results in lost revenue from unbilled materials and delayed cash flow.
How It Works
Opsler shifts invoicing from an administrative chore into a continuous, automated background process.
- Step 1: Real-Time Drafting — Technicians build a 'draft invoice' continuously during the job. As they add parts from their van stock or log labor hours, the invoice updates dynamically (even offline).
- Step 2: Job Completion — When the technician marks the job as complete, the draft invoice is finalized. Opsler locks the invoice to prevent concurrent edits and calculates the final gross profit.
- Step 3: Office Review — Based on your role-based settings, the invoice enters a 'PENDING_APPROVAL' state. Office staff review the line items, taxes, and margins.
- Step 4: Approve & Send — The office manager clicks 'Approve & Send'. Opsler generates a secure PDF token and instantly emails/texts the final bill to the customer with your payment links.
Who Uses It & Business Impact
Protect your margins while accelerating your cash flow.
- For Office Managers — Office staff maintain ultimate control over pricing without slowing down the process. The built-in approval workflow guarantees perfect billing accuracy every single time.
- For Business Owners — Zero lost revenue. Because the invoice is tied directly to the field execution and van inventory, no material or labor charge is ever forgotten. Invoices go out days faster, drastically improving cash flow.
Frequently Asked Questions
Instead of waiting until the end of the job to remember every part used, technicians can build a 'draft invoice' continuously while they work. As they pull parts from their van or add custom labor items, the draft invoice updates in real-time. When they finish the job, the invoice is already perfectly complete.
Absolutely. You can customize the workflow using role-based rules. By default, any invoice created by a Field Agent goes into a 'PENDING_APPROVAL' state. Your office manager can review the margins, apply discounts, and click 'Approve & Send' in one motion.
Invoices generated by Office Staff or Admins bypass the approval queue and are auto-approved, allowing them to be sent immediately.
Yes. Opsler's offline-first architecture allows technicians to add parts and labor to their draft invoice completely offline. The changes are queued locally and automatically sync to the office the moment they regain a connection.
Related Features
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