AI Billing Assistant
Does AI Invoicing Work for Contractors?
Yes, for most contractor billing structures. Standard job completion invoicing, progress billing, and deposit collection all work through automated invoicing. Holdbacks and complex commercial billing structures require additional configuration but are supported.
For residential trade contractors — HVAC, plumbing, electrical, roofing — automated invoicing handles the most common billing structure: one invoice per job, sent at completion, with standard payment terms. This is the setup that benefits most from automation and requires minimal configuration beyond your pricing and payment terms.
For residential renovation contractors and general contractors doing larger projects, progress billing adds a layer: deposit invoice at job start, progress invoices at defined milestones, final invoice at completion. Automated invoicing handles this with a defined payment schedule set up at the start of each job. Each milestone triggers its invoice automatically. Reminders run on each unpaid invoice independently.
For commercial GC work, holdbacks (typically 10% withheld until deficiency period closes) require the invoicing system to track and release the holdback amount separately. This is supported but requires specific configuration — the billing assistant needs to know which invoices have holdbacks, what the holdback amount is, and what triggers release. For contractors doing significant commercial volume, this setup is worth the configuration time.
Common questions
T&M billing requires entering the time and materials for each job before the invoice is generated. Automated invoicing can create the invoice from the data you enter, but the data entry step (hours worked, materials used) is still manual unless your field technicians are tracking time through an app that integrates with the billing system.
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