About this agent
Ships in the FieldCamp agent marketplace — because "the job's done" and "the person who needs to invoice it knows" are different events in most shops.
There's a quiet gap at the end of every job: the tech marks it complete and drives off, and the person who drafted the estimate or owns the invoice finds out... eventually. In that gap, estimates that should convert sit unconverted and finished work goes unbilled for days — not from neglect, just from nobody being told.
This notifier deletes the gap. On completion it walks the job's linked records, finds who created each estimate and invoice, and tells exactly those people exactly what's next: convert this estimate, collect this balance, confirm this work. Not a broadcast — a targeted nudge to the person who owns the next dollar.
What it actually does
Trigger: Job status changed to completed
- 1
Catches the completion
job_status_changedFires when the job flips to completed — from the field app or the office.
- 2
Finds the linked money
walk_linked_recordsEstimates and invoices attached to the job, with their creators and current status.
- 3
Names the next step per record
determine_next_actionOpen estimate → convert it. Unpaid invoice → collect. Paid in full → confirm and close.
- 4
Tells exactly the right people
notify_ownersEach record's creator gets the job-done notice with their specific next action.
What you get
Completed jobs that flow straight into their money step — the right person nudged with the right action, every time.
A run, as you’d see it
Agent runs land on a timeline — what fired, what the agent found, and the action waiting for a human. This is that screen.
Job completed
#JOB-2210 · garage floor coating
Details
Linked records
1 estimate (accepted) · 1 invoice (unpaid)
Summary
Job marked complete by Marcus at 3:40 PM. Notified Priya (estimate creator): work done, estimate accepted. Notified you (invoice owner): $2,150 balance ready to collect — payment link prepared.
Notifies unattended — it tells people, it doesn't send invoices or charge cards. The money actions stay with their owners.
By trade
Same agent, configured to how your vertical actually works.
Phase completions notify per milestone, so progress billing keeps pace with the work.
Same-day work gets the collect nudge while the truck is still at the curb.
Questions, answered
Why per-record creators instead of one channel for everyone?
Because broadcast notifications get ignored. The person who drafted the estimate cares about that estimate; telling exactly them with exactly their action is what makes the nudge land.
Can it auto-convert the estimate or send the invoice?
Not in this template — it's deliberately a notifier, the lightest-touch agent in the library. If you want the conversion or the chase automated, pair it with the Collections Prioritizer behind approval gates.
What about jobs with no linked estimate or invoice?
It flags that too — "completed with no invoice" is sometimes the most important notification of all.