How to Automate Invoice Processing for HVAC Companies Using Make.com

How to Automate Invoice Processing for HVAC Companies Using Make.com If you run an HVAC company, you already know how this goes. Job wraps up Friday afternoon. Technician drives home. Invoice doesn't go out until Tuesday. Client forgets. You follow up. They pay late. You chase it again. The whole thing is automatable. Here's how to build it with Make.com. What You're Building A workflow that watches for completed jobs, pulls the job details, generates an invoice from a template, and emails it to the client as a PDF. All without anyone touching it. Specifically: Watches for completed jobs in your CRM or a Google Sheet Pulls job details (client name, address, technician, services performed, total) Creates a professional invoice from a Google Docs template Emails it to the client automatically Logs the invoice so nothing gets sent twice No code required. Free to start on Make.com's basic plan. What You Need Before Starting A Make.com account (free tier works fine for low volume) Google ac