Examples/Field Service

Voice-to-Invoice in 30 Seconds

Your tech talks. QuickBooks listens. No more lost job data.

Your technician calls a phone number, leaves a 30-second voice memo, and hangs up. The system transcribes it, extracts every piece of billable data, and creates a draft invoice in QuickBooks — automatically.

This is a real system we've built. Your version will be designed specifically around your workflow, your tools, and your team.

Talk about your version

The Problem

Your technician finishes a job and texts you something like: 'Done at Smiths 3hrs got a leak too.' Now you or your office manager spends 20 minutes turning that into an invoice — and half the time, the upsell opportunity gets forgotten entirely.

How It Works

Step by step

1

Tech calls a dedicated number and leaves a voice memo when the job is done

2

The system transcribes the audio and extracts customer name, labor hours, materials, and upsell notes

3

A draft invoice is created in QuickBooks for your review

4

You approve with one click and send it to the customer

What You Get

Everything included

  • Works with any phone — no app install required
  • Integrates with QuickBooks, ServiceTitan, or your existing CRM
  • Captures upsell opportunities automatically
  • All voice memos archived and searchable
  • Office dashboard to review and approve drafts

This Is Built For

  • HVAC companies with 3+ trucks on the road
  • Plumbing and electrical contractors
  • Any field service business losing time between job completion and invoicing

This Is NOT the Right Fit For

  • Solo operators doing fewer than 5 jobs per week
  • Businesses that don't use digital invoicing

Ready to see if this fits your business?

Book a free 30-minute call. No pressure — just an honest conversation about whether this makes sense for you.

Book a Free Discovery Call