Turn callout notes into a tidy invoice description
Stop writing 'attended site, fixed issue'. Turn rough job notes into clear line items that justify the bill.
What you’ll do
- Paste what you actually did on the job.
- Ask for clear line items a customer would understand.
- Drop them into your invoice.
Common questions
Why can't I just write 'attended and fixed leak' like I always have?
You can — but clear line items that explain what was done, what was replaced and why reduce customer queries and make the bill feel fair. Customers who understand the invoice pay faster and push back less.
What if I did five different things on the one callout?
Perfect — paste all of it. The AI will sort your notes into logical line items. You can trim or combine any that don't need to be separate.
Will it exaggerate the work to make the invoice look bigger?
No — it only works from what you describe. If you paste accurate notes, the output reflects accurate work. You still read and approve every line before it goes to the customer.
Does this connect to my invoicing software?
No. You copy the wording from the AI and paste it into whatever invoicing tool you already use — it just writes the descriptions, nothing more.
How detailed should my job notes be to make this work?
Even rough notes work — 'replaced tap washers x3, checked for corrosion under sink, all good'. The lesson shows the minimum that gives a useful result.