Automation · Service Orders

Every field job, invoiced from what your techs actually did

A service request comes in, your technician does the work, and GenLedge turns their completion report (emails, forms, photos, timesheets) into an accurate invoice. Labor, parts, travel, and fees are billed from what actually happened on site. Jobs get invoiced fast and right, without the office re-keying a thing.

Job to invoice

handled end to end

Billed as done

labor, parts, travel, and fees

No re-keying

captured straight from the field

You approve

before any invoice sends

How it works

What happens, step by step

Here's what happens from the first service request to a ready invoice.

  1. 1

    A request arrives

    A service request comes in by email, form, or message, and GenLedge picks it up.

  2. 2

    It's recognized as a job

    GenLedge sees it's a service job and gets it moving, so nothing sits waiting.

  3. 3

    The work gets done

    Your technician heads out and handles the job on site.

  4. 4

    Completion is captured

    Photos, timesheets, materials, and field notes are pulled together automatically.

  5. 5

    The invoice is built

    Labor, parts, and travel are billed from what your technician actually did.

  6. 6

    It's sent for review

    The finished invoice comes to you to approve before it reaches the customer.

The service workspace showing a job's completion report turned into a ready invoice
What it does

Inside service orders

Pick an area to see what the automation handles for you.

A new request recognized and opened as a service job

Knows a service job when it sees one

Requests arrive in all shapes: email, form, message. GenLedge recognizes each one as a service job and gets it moving, so nothing sits waiting in an inbox.

  • Picks up requests from email, forms, and messages
  • Recognizes each one as a service job
  • Nothing falls through the cracks
See it on your workflow
A field report and its matching invoice side by side

Invoiced from what your techs actually did

Instead of the office piecing a job back together from memory, the invoice is built from the technician's own completion report: the hours, the parts, the travel, the photos. Customers get billed for the real work, and nothing gets left off.

  • Every billable captured from the field
  • No office re-keying
  • Nothing missed, nothing double-billed
A review queue of finished invoices waiting for approval

Your team reviews, then it goes

Finished invoices come to your team to approve before they reach the customer. You stay in control of what goes out, and every job is recorded start to finish, from the request to the invoice.

  • You approve before anything sends
  • Full record from request to invoice
  • You stay in control
A drafted customer reply next to a technician's question answered

Customers and techs both hear back faster

GenLedge drafts customer replies from your technicians' notes and answers technicians' questions about their jobs. Customers get quick, clear updates, and your field team keeps working instead of waiting on the office.

  • Customer replies drafted and ready
  • Technicians get answers on the spot
  • Less back-and-forth all around
Built to be trusted

Powerful automation, fully under your control

Robust, secure, private, and transparent, so you get the speed of automation without giving up oversight.

You stay in control

The automation does the busywork; your team approves the decisions that matter. Nothing important happens without a person's sign-off.

Everything is on the record

Every action is captured and explainable, so month-end and audits are a lookup, not a scramble.

Your data stays yours

Your information is isolated to your business, encrypted, and never used to train anyone else's systems.

Robust and always on

It runs around the clock with the checks and safeguards to keep your books accurate and your work moving.

Integrates with your existing tools

QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
FAQ

Questions about service orders

Only if you want it to. Finished invoices come to your team to review before they reach the customer, so you decide what goes out. Many teams start with everything in review and open it up as trust builds.

See service orders on your own work

Book a demo and we'll run it on a real workflow from your business, so you can see the value before you commit.