Invoice Summaries helps your team create clearer, more professional Time & Material invoices by automatically generating a customer-ready summary from your job and visit documentation.
Instead of manually rewriting technician notes for every invoice, your team can use OpsAI to generate a polished summary that explains the work performed and the outcome in language your customers can easily understand.
What’s New
BuildOps now supports Invoice Summaries for Time & Material invoices.
With this update, your team can:
Generate an AI-written invoice summary using your job description, visit descriptions, and technician visit summaries
Present invoice details in a clearer, more professional format for customers
Choose whether the summary includes only visits with billed costs or all visits tied to the job
Optionally include the names and identifiers of assets worked on in the summary
Review, edit, or retry the generated summary before creating the invoice
How It Works
When creating a Time & Material invoice, your team can choose to have BuildOps generate an invoice summary automatically using OpsAI.
The generated summary is organized into two sections:
Scope of Work - summarizes the work that was performed
Resolution - explains what was found and how it was resolved
Your company can also configure default behavior in Invoice Settings so the preferred summary option is already selected when invoices are created.
Invoice Summary Options
BuildOps supports three invoice summary options:
Leave empty - starts with a blank summary field so your team can write a custom summary
Include visit summaries - copies technician visit summaries directly into the invoice summary field
Write my invoice summary - OpsAI - generates a structured, customer-ready summary automatically
Even when a default is set, users can still change the option on individual invoices before generating them.
Asset Details in the Summary
If Include Assets Worked On is enabled, BuildOps can add the names and identifiers of serviced equipment to the invoice summary.
For example, instead of a general statement like “worked on roof units,” the summary can reference the specific equipment that was serviced.
Invoice Settings
Notes:
Invoice Summaries is available for Time & Material invoices only
It does not apply to quoted jobs, fixed maintenance jobs, or project invoicing
Invoice Settings apply to new invoices going forward and do not update existing invoices retroactively
The quality of the generated summary depends on the quality of the job and visit documentation entered by your team
If some visit summaries are incomplete, those visits may be excluded from the generated summary
The generated summary is fully editable before the invoice is created