Case Study
Automated Invoice Processing for Regional Plumbing Company
FlowRight PlumbingPublished May 27, 2026
The Challenge
FlowRight Plumbing was losing 12+ hours per week to manual invoice entry. Technicians would fill out paper job sheets, the office manager would re-key everything into QuickBooks, and errors were common — duplicate entries, wrong amounts, missing line items. Late invoicing meant late payments, hurting cash flow.
The Solution
We built a simple automation pipeline: technicians now fill out a Google Form on their phones when a job is complete. Zapier picks up the submission, formats the line items, and creates a draft invoice in QuickBooks Online. The office manager just reviews and sends. A Google Sheet serves as the audit log so nothing falls through the cracks.
Results
Weekly hours on invoicing
Before
12 hrs
After
2 hrs
Invoice error rate
Before
18%
After
2%
Average days to invoice
Before
5 days
After
Same day
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