The problem
Small add-on jobs, warranty callbacks that turned billable, and jobs finished on a Friday afternoon slip through. Nobody notices until the books are closed, and by then the customer has forgotten the work.
What Cowork does
- A weekly task on Monday reads jobs marked complete in the last 7 to 14 days from Jobber.
- It checks each job against Jobber invoices and, where QuickBooks is synced, against QuickBooks invoices.
- It lists jobs with no invoice, with the tech, date, and the quoted amount.
- It emails the list to the office manager and notes which ones were on last week's list too.
Where the draft lands
One Monday email with unbilled jobs.
What stays with you
Creating and sending the invoices, and deciding which jobs are warranty work.
Completed but not invoiced (3):
J-881, Oct 3, Luis, water heater flush, quoted $185
J-889, Oct 4, Ana, disposal swap, quoted $420
J-873, Sep 29, Luis, leak repair (on last week's list too)
Watch-outs
- Jobber's official connector can read invoices but can't create them. QuickBooks can create invoices, but most shops bill from Jobber.
- Jobs split across several visits may look unbilled until the last visit. Tune the rule after a few weeks.
Questions owners ask
Does this replace the bookkeeper?
No. It's a weekly check the office can act on before month end.
Can it draft the invoice?
QuickBooks' official connector can create invoices. If you bill from QuickBooks, it can prepare a draft for review.