Job-to-Invoice Conversion

Jobber tracks a job from the initial quote through scheduling and the work performed. A Beam agent watches for a job marked complete and reads its line items, hours, and materials from Jobber's record. Where the completed work fits the original quote within the approved tolerance, the agent generates the invoice and sends it to the customer using the template already set up in the account. Jobs where the actual work differs from the quote by more than the approved amount, such as added materials or extra hours, are not invoiced automatically and are routed to the office to confirm the total before billing.

Overdue Payment Flagging

Jobber records when an invoice is sent and when it is marked paid, showing exactly how overdue an unpaid invoice is. A Beam agent reads outstanding invoices on a set cadence and applies the approved overdue threshold, such as fifteen or thirty days past the due date. Invoices past that threshold are marked for follow-up and a reminder is prepared using the customer's contact details already on file. Invoices tied to a customer with a dispute note, a partial payment, or a payment plan are held back from the reminder and routed to the office to decide how to follow up.

Schedule and Crew Assignment Checks

Jobber holds the schedule of which crew is assigned to which job and when. A Beam agent reads the day's schedule and compares assigned jobs against crew availability and the approved rules for travel time between appointments, such as a minimum gap between jobs in different areas. Schedules that fit within those rules are left as confirmed. Jobs that overlap, that leave too little travel time, or that assign a crew member marked unavailable are flagged in Jobber and routed to a dispatcher to reassign before the day starts, since only a person can weigh customer preference and crew skill.