TLDR

Streamline job closure and invoicing in your fleet operations with automation, reducing delays and improving cash flow, while gaining real-time insights and efficiency improvements across your portfolio.

A New Era of Precision

Private equity leaders have poured fresh capital into field-service platforms to speed cash flow and returns. Yet job closure and invoicing still stall after inspections. When Tenet Automotive Technologies saw bills sit unpaid for 45 days, executives looked to Ford’s assembly-line “closing station” for inspiration. They wanted a digital version that would snap jobs shut instantly.

A digital assembly line featuring automotive inspection terminals integrated with cloud-based dashboards for enhanced operational efficiency.. Photographed by Ludovic Delot
A digital assembly line featuring automotive inspection terminals integrated with cloud-based dashboards for enhanced operational efficiency.. Photographed by Ludovic Delot

The Hidden Cost of Open Jobs

A large electrical contractor used GoHighLevel to manage dispatch. But dozens of completed inspections piled up, freezing $3 million in receivables. At a Blackstone-backed real estate platform on Property Inspect, a 24-hour billing lag raised write-offs by 0.5% each month.

Finance teams jumped between QuickBooks, Samsara vehicle logs, and PAIY timesheets. This mismatch hurt IRR targets and even showed up in 8-K filings, as tracked across 12 high-volume sites in Q1–Q2 2023.

DSO improvement: 35%

Automating the Inspection-to-Invoice Relay

How Precision Automation Works
  1. Inspector taps “completed.” A webhook sends a JSON payload (including inspectionCompletedAt in ISO 8601) to your automation tool.
  2. Automation filters project and private-equity fund codes, then updates job status to “closed.”
  3. An API call creates a draft QuickBooks invoice with a custom PE Fund Code, saving two hours per week on dashboard prep. If the call fails (e.g., response code 200 but nothing happened), retry logic runs up to three times, then flags any exceptions.
  4. Automated notifications—often bundling PAIY timesheets—alert stakeholders. Time zones get parsed by timestamp, not fixed UTC offsets.

In trials, this cut job-closure time from 48 hours to just five minutes.

From Day-One Rollout to Portfolio-Wide Impact

Firms that roll out these flows report a 35% cut in DSO and stronger EBITDA margins, all tracked across the same 12 sites in six months. A senior director in central California saw audit-ready compliance in the first month. Next, AI will sort inspection photos and flag hazards in real time.

With automation, every inspection ties field data to healthier balance sheets—building a new legacy, one closed job at a time.

Glossary of Terms

DSO
Days Sales Outstanding, a cash-flow metric.
Webhook
An automated trigger that sends structured data between systems.
Retry Logic
Error-handling that repeats failed automations.
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