Setup: Needs setup
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Who it's for

HVAC, plumbing and other trade shops that already run their jobs and invoices in ServiceTitan.

What it does

Checks each job's invoice before it goes out
Flags problems for the office to fix
Cuts the time your office spends reviewing invoices

Proof

VerifiedShared by Contracting Business (Nicole Krawcke), quoting Krista Landen, Gulfshore Air Conditioning & Plumbing

An HVAC and plumbing company's operations manager says accounting review went from approximately 30 minutes per invoice to five to 10 minutes.

Oct 23, 2026 Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt

I run [COMPANY NAME], a [TRADE] company. Here is a finished job: [PASTE THE WORK ORDER NOTES, PARTS USED, HOURS, AND PRICE BOOK ITEMS]. Here is the draft invoice: [PASTE THE INVOICE LINES]. Compare them and list: 1) anything on the work order that is missing from the invoice, 2) anything on the invoice that isn't on the work order, 3) any price that doesn't match my price book, 4) any math that doesn't add up. Keep it to a short checklist. Don't guess at anything I didn't give you.

How to set it up

If you use ServiceTitan, ask your rep about the AI invoice review agent.
Test it on one type of job first.
Have your office manager check the AI's notes against a normal review for a week.
Time a few invoices before and after so you know what it saves.
Turn it on for more job types once your office trusts it.