UC-712
Automate Ticket Pricing and Invoicing to protect revenue and get paid faster
Field tickets priced against the contract and released as clean invoices the same week.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate line items performed in the field but never billed, prices taken from an out of date book, and weeks of back and forth before a ticket is approved. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- Reads field tickets, job logs and the contract price book for each customer.
- Checks every line for missing scope, wrong rate, missing signature and duplicate charges.
- Releases a clean invoice pack and flags disputed lines with the evidence attached.
What It Removes
- Line items performed in the field but never billed
- Prices taken from an out of date book
- Weeks of back and forth before a ticket is approved
Input Data RequirementsField tickets, job logs, customer contracts and price books, invoice and dispute history
Output FormatValidated invoice pack per job, exception list with reason codes, days sales outstanding tracker
“Did we bill everything we actually did on that job?”