How-To GuideIntermediate10 min read
Automating the Estimate-to-Job-to-Invoice Workflow
Streamline your quote-to-cash process with automated workflows in Local Business Pro.
Quick Answer: Configure automations to notify you when estimates are approved, auto-create jobs from approved estimates, and generate invoices when jobs are completed.
The Flow
- Create estimate with offerings as line items
- Send to customer for approval
- Automation triggers on approval
- Convert to job (manual or automated)
- Track job through to completion
- Generate invoice from completed job
- Send and collect payment
Recommended Automations
- Estimate Approved → Notify team, create job
- Job Scheduled → Remind customer
- Job Completed → Generate invoice
- Invoice Sent → Follow up if unpaid
Workflow Tips
- Ensure offerings have accurate pricing
- Attach custom records at estimate stage
- Use job statuses to track progress
- Set payment terms on invoices
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Help me automate estimates to invoices"Tags:
workflowautomationestimatejobinvoice
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Last updated: February 1, 2025