Invoice Automation

How services and quotes turn into invoices

RouteWorks connects your Calendly bookings, engineer Telegram notes and Airtable job records, then builds a clean invoice and sends it to the customer for you – whether it’s a fixed-price service or a larger quoted job.

Result: quick notes from your engineers become accurate invoices for both simple services and complex jobs — without anyone touching a spreadsheet.

Invoice Automation

Automatic invoicing for trade jobs

RouteWorks turns job notes from your engineers into clean, ready-to-send invoices in seconds. Labour time, call-out fees and parts are pulled into one place using the rates you set.

Every completed job finishes with an invoice waiting — no more scribbled notes, missing charges or evenings spent catching up on paperwork.

• ✅ From job notes to invoice — pulls labour time, call-out fees and parts straight from your engineer’s job details.
• ✅ Uses your pricing rules — applies your hourly rates, minimum charges and VAT so every invoice is consistent.
• ✅ Never under-bills — captures extras, overtime and materials so you stop leaving money on the table.
• ✅ Ready to review & send — you approve in seconds and RouteWorks emails the PDF invoice and follow-up reminders to the customer.

Scheduling & Routing

Live Calendars for your whole team

RouteWorks connects to each engineer’s Calendly calendar, so every job your AI agent books goes straight into the right diary. The office sees one live team view, while each engineer just sees their own jobs.

No more double-bookings, gaps or guesswork – just a schedule that stays in sync as calls and online bookings come in.

• ✅ Team-wide overview — office staff see every job and engineer in one clean schedule view.
• ✅ Real-time availability — bookings only use time slots that actually exist in Calendly, including buffers and travel time.
• ✅ Right engineer, right job — jobs are routed based on service type, zone and engineer availability.
• ✅ Clear days for engineers — each engineer gets a simple list of their own jobs, on the calendar app they already use.
• ✅ Works with your stack — changes made in Calendly flow straight through to Airtable, invoices and reminders.

AI Voice Agent

AI Call Assistant for trade teams

Human-like call handling that answers your phone, captures job details and books straight into your engineers’ calendars. RouteWorks turns new enquiries into confirmed bookings without you needing to pick up.

• ✅ Natural booking conversations – guided questions that feel like a real office receptionist.
• ✅ Live Calendly integration – checks each engineer’s real-time availability and books jobs in seconds.
• ✅ Clean job records – every call becomes a job in Airtable with customer details, address and notes.
• ✅ Fewer missed calls – overflow and out-of-hours cover so your team can stay on the tools.

Quotes & Airtable Sync

Approve quotes in Telegram, track them in Airtable

Engineers send a quick Telegram message from site – what was done, roughly how long it took, and any materials used. RouteWorks suggests a quote including VAT, the engineer tweaks or approves it, and the final amount is written straight into your Airtable quote log.

Every quote sent, updated or accepted is stored in one place, so you always know what was promised to the customer and which quotes are ready to turn into booked work.

• ✅ Quotes built from engineer notes — engineers describe the job in Telegram and ask “what should I quote?”, RouteWorks suggests a price including VAT and a clear breakdown.
• ✅ One-tap approval — the engineer replies with a simple confirmation (for example “send at £525”) and the quote is marked as ready to send.
• ✅ Instant Airtable updates — the latest amount, status, engineer and timestamp are written straight into your Airtable “Quotes” table.
• ✅ Clear quote history — see every revision for each customer in one log, instead of hunting through WhatsApp chats and notebooks.
• ✅ Faster follow-ups — filter for quotes that were sent but not accepted, then trigger reminder messages or call-backs with a couple of clicks.