Through Invoice Automate you are able to link the invoices to open maintenance work orders. This feature is available if you have maintenance from:

To do this, upload your trades maintenance invoice and allocate the property and trade. When you click approve, you will be presented with a list of relevant work orders to allocate this invoice to.

For Bricks + Agent, the job needs to be in any 'Awarded' (Work Order) status.

When you click 'Approve' on the invoice, you will be presented with those relevant matching work orders. Select the 'Work Order' and then 'Link & Approve'

This will then 'Approve' the invoice and link this invoice to the Bricks + Agent maintenance request. The Bricks + Agent maintenance request will be marked as 'Complete' with the invoice attached.

As the Bricks + Agent job will be completed, the relevant completed job emails will trigger to the users associated with the job.

There will be a reference on the 'Activity' timeline that this job was completed via 'Invoice Automate', along with which user completed this.

'Job automatically completed via Invoice Automate'

For Property Tree, the job needs to be in a 'Work Order' status.

When you click 'Approve' on the invoice, you will be presented with those relevant work orders. Select the 'Work Order' and then 'Link & Approve'.

This will then 'Approve' the invoice and link this invoice to the Property Tree core maintenance request.

This will not 'Complete' the Property Tree core maintenance request. This will need to be completed as per your normal Property Tree process.