Close out each home install with sign-off, guarantee and the balance invoice
We take off your hands: collecting completion photos and the homeowner's sign-off, raising the balance invoice and chasing the certificate.
You get: a balance invoice net of the deposit for your office to approve, a closing pack for the homeowner and a list of jobs still waiting on a certificate or payment.
Get a price for thisOr check first: Are we ready for AI?
The problem
Customers hold back the last payment until the paperwork turns up, and we are slow sending it.
How it works
What comes in
- Job record, signed contract and deposit paid, completion photos, homeowner sign-off or snag list, scheme notification status, guarantee terms
What AI does
Checks the completion evidence, drafts the balance invoice net of deposit, prompts the scheme notification, assembles the closing pack and chases anything outstanding.
What you get
- Balance invoice, homeowner closing pack, and a list of jobs still waiting for a certificate or payment
Who signs it off
Your installer confirms completion, the homeowner signs off and your office approves each invoice. The competent person scheme issues the certificate.
What it needs to work
- Quoting or job software that records deposits, the company's scheme notification route, and e-signature
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Specialist subcontractors
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?