Invoice Autopilot + AR Dunning
Invoice on job complete. Automated 3-touch follow-up on aging. Recovers 4-8% of revenue you usually write off.
The problem
SMBs lose 4-8% of revenue to never-collected invoices. Bookkeeper hours run $500+/mo on AR follow-up. The conversation is awkward so most owners skip it.
What changes
Job marked complete → invoice generated and sent within minutes. Aging invoices get a calibrated 3-touch follow-up sequence. You only get involved when it goes 60+ days late.
A day in the life
What this agent actually does.
- 1
Job complete in Jobber → branded invoice emailed in 5 minutes
- 2
Day 7 unpaid: friendly reminder · Day 14: firmer · Day 21: final notice
- 3
Day 30+: escalates to you with full payment history and suggested next step
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Quote Generator
Photo or description in. Branded quote out — in 90 seconds. Replaces 30 minutes of estimator time per quote.
Replaces
$1,200/mo estimator hours (Jobber/ServiceTitan add-on)
Proposal/Contract Generator
Branded proposal in 90 seconds from a 1-line brief. Replaces $1,500/mo PandaDoc + ops time.
Replaces
PandaDoc $59/user × 5 + ops assembly time
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Add Invoice Autopilot + AR Dunning to your swarm.
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