Automated invoice & document generator
Generate consistent business documents from controlled spreadsheet inputs.
Completed projects
Select a project to view its workflow and result.
Completed projectNative / 01
XInvoice Batch BuilderSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
A1fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2Numbers assignedReadyA. Chen1,284
3Totals checkedReviewM. Ortiz17
4Files namedReadyS. Patel98.7%
5
Current result28 invoices ready
OverviewDataReview queue+
Facility services team
Invoice Batch Builder
Generated consistent invoices from approved job records.Completed projectNative / 02
XService Report GeneratorSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
D4fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2Job notes addedReadyA. Chen1,284
3Photos referencedReviewM. Ortiz17
4PDFs createdReadyS. Patel98.7%
5
Control result13 reports prepared
OverviewInputsReview queue+
Equipment services team
Service Report Generator
Created branded service reports from technician entries.Completed projectPremium / 03
Events teamProject preview
Overview
The document centre shows status from draft to delivered.
Current result4 document types
5
01Proposal approvedComplete02Schedule issuedComplete03Invoice queuedComplete
Events team
Document Production Workspace
Built a polished workspace for proposals, schedules, and invoices.Result
A repeatable generator, templates, validations, and operating notes.
Important limits
Payment processing and legal-document advice are excluded unless separately supported.