AI-Agents for Bookkeepers working with ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Send Customer Balance Report
Email an itemized list of open customer invoices each week.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Works with
45 tools
45 tools
Request Invoice Evidence
Request missing invoice records before client bills move forward.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
Works with
22 tools
22 tools
Published by
Approvals Essentials
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