Invoice Customers as Jobs Complete
Every few minutes, WebRun checks Jobber for newly completed jobs, drafts a matching invoice in QuickBooks with the correct line items and labour, and posts the draft to Slack for your one-tap approval before it is emailed to the customer.
How can I automatically create an invoice in QuickBooks as soon as a Jobber job is completed?
Every few minutes, WebRun checks Jobber for newly completed jobs, drafts a matching invoice in QuickBooks with the correct line items and labour, and posts the draft to Slack for your one-tap approval - so invoices go out fast and you stay in control of every charge before it reaches the customer.
- Invoices are drafted and ready to approve minutes after a job closes
- No job falls through the billing gap between completion and invoicing
- You review every invoice before it reaches the customer
Built for field service business owners · HVAC companies · plumbing businesses · electricians
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.getjobber.comin a real browser with your saved login - no setup, no API keys. -
1
Jobber - detect newly completed jobs
getjobber.com
WebRun opens Jobber to detect newly completed jobs. - Open Jobber and filter Jobs to the Completed status updated in the last 10 minutes
- For each new completion, capture the customer, job number, line items, materials used, and labour hours
- Skip any job that already has an invoice linked
Done when Every newly completed job has its billing details captured.
-
2
QuickBooks - draft the invoice
- Open QuickBooks and create a new invoice for the customer
- Add each line item: parts, labour, and any service fees with the correct rates
- Save the invoice as a Draft - do not send to the customer yet
Done when A draft invoice exists in QuickBooks for every completed job.
-
3
Slack - send draft for your approval
slack.com
WebRun opens Slack to send draft for your approval. - Post the invoice details to your billing Slack channel: customer, job number, total, and a link to the QuickBooks draft
- Flag the message so the approver can review and send from QuickBooks
Done when You have been notified and can approve or adjust the invoice before it is sent.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the invoice to the customer automatically?
No. Every invoice is saved as a Draft in QuickBooks and a link is sent to Slack. You - or whoever handles billing - clicks Send after reviewing.
What if the job has materials that need pricing?
WebRun reads the materials logged in Jobber and matches them to your QuickBooks item list. If a price is missing, it flags that line for you to fill in.
Can it handle jobs with multiple billing lines?
Yes. It captures every line item - parts, labour, and fees - and adds them as separate rows on the QuickBooks invoice.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.