Billing & finance
The owner texts the job. The AI Employee prepares the QuickBooks invoice. The office manager approves it.
Goes in
A text from the owner with the job details
AI does
Prices the job from the master price sheet and builds the QuickBooks invoice
You decide
The office manager approves every invoice before it goes to the customer
Comes out
A review-ready QuickBooks Online invoice
15
invoices in QuickBooks in the first 5 days
Handed off September 26, 2026. Audited October 1, 2026.
The job
The shop rents equipment and does mechanic work, so one job can carry rental charges, mechanic charges, and more than one piece of equipment.
DOBE built a master price sheet with the client and had the client review it.
How it worked
What came out
The owner sends a text instead of filling out paperwork.
15 invoices were created in QuickBooks in the first 5 days after handoff.
Start with your job
Show me how a job turns into an invoice today. I can map the prices, the approval step, and the first AI Employee worth building.
Next examples
Billing & finance
Verified delivered proof
Three employee workbooks became three one-page invoice drafts with quantities, rates, totals, work orders, and page counts checked before review.
Goes in
Three completed-job workbooks, rates, and prior examples
Comes out
Three checked invoice drafts
Checked output was delivered; no accounting write occurred.
Billing & finance
Verified owner-test proof
A protected owner test handled every row and returned clear owner and accountant review queues without bank or accounting access.
Goes in
One spreadsheet with 560 transaction rows
Comes out
One validated two-sheet review workbook
Protected owner test, not a client production run.
Billing & finance
Guarded support pilot
A manual-ready invoice workflow with customer checks, owner review, and approval-gated accounting actions.
Goes in
Selected invoice inputs and the intended customer and job
Comes out
A manual-ready invoice review packet
Connected and manual-ready; live invoice actions remain off.