Send and edit invoices in app
under consideration
Old Marsh Pest & Property
would like to be able to create, edit, and send invoices directly from a mobile device. As an owner-operator, I complete my work in the field and it takes a significant amount of extra time to close out a job, then go home and use a computer just to finish and send the invoice. I have been requesting this functionality for years, and I believe it would make ServiceBridge much more efficient for owner-operators and technicians who handle their own billing. Please consider including the ability to fully create, edit, and send invoices from the mobile app in your next update. This would be a major improvement and would save a tremendous amount of time. Thank you for considering this request.
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Yvonne Daigle
updated the status to
under consideration
being considered for 2027 roadmap
Old Marsh Pest & Property
Yvonne Daigle Thank you so much!!! This is huge!!
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Yvonne Daigle
Old Marsh Pest & Property: Hi! Would enabling an invoice to be automatically created and sent via text to your customer, when a work order is "finished/Complete", add value?
Imagine: you mark the work order finished, and ServiceBridge mobile could give you the option to send immediately, or edit now before sending.
How often do you think you would need to edit invoices directly on the device? Are there special circumstances where editing is required?
Old Marsh Pest & Property
Yvonne Daigle Adding this feature would be so helpful and save so much time.
I would prefer enabling invoices to be sent via email vs. text as they are being sent via email now.
We would like the edit option in the app. If I had to guess we currently edit ~25-30% of invoices being sent now. We typically are adding an additional service.