Voice-to-Invoice in 30 Seconds
Your tech talks. QuickBooks listens. No more lost job data.
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.
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.
Step by step
- 01
Tech calls a dedicated number and leaves a voice memo when the job is done
- 02
The system transcribes the audio and extracts customer name, labor hours, materials, and upsell notes
- 03
A draft invoice is created in QuickBooks for your review
- 04
You approve with one click and send it to the customer
What’s included
A good fit if
- HVAC companies with 3+ trucks on the road
- Plumbing and electrical contractors
- Any field service business losing time between job completion and invoicing
Probably not worth it if
- Solo operators doing fewer than 5 jobs per week
- Businesses that don't use digital invoicing
Also worth a look
Tell me the thing your team retypes every week.
Thirty minutes, no pitch. I’ll tell you whether it’s worth automating, roughly what it would cost, and if the honest answer is “don’t bother” — you’ll hear that too.
hello@clearpathflow.io · Raleigh-Durham, NC