Trades & field services / Completed job to invoice

Finish the job. Give the office what it needs to bill.

Business records, shared job files and automation services brought together as a self-hostable foundation for getting completed work ready to bill.

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Built around your industry

Finished work waiting to be billed

Trade and field service businesses where office staff still chase job details before they can prepare an invoice.

The work is complete, but the office needs a materials list, confirmation of the agreed scope or a note about extra work. Details can sit on a technician's phone or in an unfinished job record. Simply generating an invoice faster does not solve missing or disputed information. The first useful automation is identifying which completed jobs are ready to bill and what is holding the others up.

The services

What each service brings.

ERPNext ↗

Maintain customers, projects, timesheets and invoices in a shared business system.

Open source · Self-hostable

Nextcloud ↗

Keep completion photos, supporting documents and job files accessible to the field team and office.

Open source · Self-hostable

n8n ↗

Build the connections and checks that move job information into a billing review, using your completion rules.

Source available · Self-hostable

Build on the foundation

How the services fit together.

ERPNext provides the business records, Nextcloud holds job evidence, and n8n connects the handoffs. Use the combination to build a clear view of which jobs have the information needed for an invoice.

An example application

Put the services to work.

For example, completion photos in Nextcloud could be linked to an ERPNext project, with n8n notifying the office when the required records are ready to review. A person checks the invoice before it is issued.

Adapt it to your business

Start from the records your field team already captures. Connect your current job or accounting system where needed, and define which notes, materials and approvals the office requires.