Before you snap or speak, make sure your notes include the five things the AI needs to build a complete invoice:
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Client name "John Smith" or "Houston Builds LLC" — not "Johnny's place"
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Job address "14 Main St, Houston TX" — city is enough
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What you did — plain English "Replaced hot water cylinder" — not "HWC R&R"
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Hours worked "3 hours" or "half day" — not just "3h"
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Materials with individual costs "Copper pipe $45, fittings $12" — list each separately
- ✗ "Johnno's place" → write the full name and address
- ✗ "HWC R&R 3h $450" → "Replaced hot water cylinder, 3 hours, cylinder $450"
- ✗ No hours written → always include hours so labour calculates correctly
- ✗ One lump sum → list each material separately with its cost