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Dan Hammond
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Single Invoice
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Batch โ Multiple Properties
Upload Documents
Upload the insurance estimate and any supporting docs. PDF, Word, Excel, or scanned images all work.
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Drop files here or click to browse
PDF ยท Word ยท Excel ยท Scanned images
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Continue
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Select Template
Choose the invoice format for this job.
AI is reading your documents...
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Continue โ
Select a template above to continue.
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Select Invoice Type
Choose how much to bill on this invoice.
25%
Deposit
50%
Progress billing
100%
Paid in full
Custom
Set your amount
Custom amount
Percentage %
Dollar amount $
%
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Generate Invoice
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Set Billing Per Property
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Generate All Invoices
Reading your documents
This takes just a few seconds
๐ Parsing insurance estimate
๐ข Extracting claim & policy numbers
๐ฐ Reading RCV, ACV, depreciation
๐งฎ Calculating invoice totals
โ Filling invoice templates
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⚠️
Resolve Conflict
Your documents disagree on this value. Choose the correct one.
Enter the correct value
Cancel
Use This Value
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Verify Numbers
Confirm every extracted number before the invoice is finalized.
โ ๏ธ Please confirm these numbers match your documents exactly.
Adjustments (optional)
+ Add Line
Credits (e.g. prior payments) or charges that adjust the final invoice total.
Previously Invoiced (billed outside the app)
Upload past invoice (optional)
Extracting amount...
Net Total After Adjustments
$0.00
What's wrong? Describe the issue and the AI will fix it.
Send correction to AI
AI is correcting the numbers...
Something's wrong
Numbers look correct โ
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Verify All Numbers
โ ๏ธ Confirm all numbers match your documents. Flag any issues below.
Back
All numbers correct โ
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Preview Invoice
Final output will match your branded All Seasons Roofing template exactly.
โ๏ธ What needs to change?
Send to AI for revision
AI is revising the invoice...
โ๏ธ Request changes
Looks good โ
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Preview All Invoices
Back
All invoices approved โ
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Send & Download
Toggle email and/or text per recipient.
Recipients
Add recipient
๐ง Email
๐ฌ Text
Both
๐ฑ Client gets a secure PDF link via text.
Add Recipient
Download format
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PDF only
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Word only
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Both
โ Back
โฌ Download
Send All โ
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Invoice Sent!
Assign to Job
Start New Invoice
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