How we run it / Snow invoicing: a full month out in one email
Snow invoicing: a full month out in one email
How my snow removal company gets monthly invoices out to a property manager without retyping.
The problem
Every month we invoice a property manager for several properties. Doing it by hand was slow and easy to get wrong.
The setup
1. The billing bot builds each property's invoice from the contract.
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2. My assistant checks the invoices.
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3. I review them and say "send."
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4. A full month of invoices goes out in one email.
- The bot drafts. Nothing goes out until I say send.
- The invoice comes from the contract, so no one retypes the terms.
The result
A full month's invoices went out in one email, on time, with no retyping.
What I'd tell another owner
- Build invoices from the contract, not from memory.
- Put a check step between the bot and the send.
- Keep the final send with the owner.
Written from how we actually run our own businesses. No customer names or private numbers. Questions? [email protected]
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