PRProfessional services
Proposal Agent
Call transcript to proposal, quote and sign page.
Builtest. 10 hrs a month back
$3k to $9kCustom · by proposal
Professional services · Custom agent · by proposal
Invoice Agent
Job reports and timesheets into draft invoice lines. Job reports arrive every morning and someone turns them into invoices, line by line.
Agent facts
Invoice Agent
Professional services · Custom build
- Reads
- Job reports, timesheets, each client's billing rules
- May change
- Draft invoice lines in Xero or Simpro
- Never
- Sets a price, sends an invoice, changes a billing rule
- Approval
- An operator approves every line
- Written to
- The HubSpot record, every action, with a timestamp
- Run cost
- AI usage at cost, with a cap you set
- Off switch
- One toggle. Nothing is lost
An example run, start to finish.
Press replay to watch each step, and where a person approves.
- The work
- Job reports arrive every morning and someone turns them into invoices, line by line.
- The agent
- Reads each report, applies that client's billing rules, remembers past decisions, drafts the lines in Xero or Simpro.
- A person approves
- An operator approves every line. Pricing is rule-based, never guessed.
DAILY JOB REPORT · PDF by email at 06:02Alarm response x3 (after hours)
Patrol check x9
Guard callout x2 (overrun 40 min)
Patrol check x9
Guard callout x2 (overrun 40 min)
Drafted for billing:
- Alarm response, after hours · 3Billable
- Patrol check, inside plan · 9No charge
- Guard callout, overrun · 2Needs review
- Invoice lines ready for XeroWaiting on a person
$3k to $9k to set up.
$175 to $300 a month to run, plus AI usage at cost, with a cap you set. All prices in Australian dollars, excluding GST.
How long until it is live?
Three to eight weeks, including testing on your real records and a pilot with a person in the loop.
What happens when it gets something wrong?
Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.
Who approves its work?
An operator approves every line.
What does it need from us?
A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.
Agents that read the same record.
They share one HubSpot record, so each picks up where the other left off.
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Collects documents and chases what is missing.
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Polite chasing of overdue invoices, by your rules.
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