Use Wink’s PDF Invoice Scanner to track invoices into ServiceTitan

Got a bunch of PDF invoices, receipts and other billing documentation piling up your accounts payable inbox? Vendors and service suppliers generate them in good faith, but it leaves you stuck with important data sitting outside your ServiceTitan system.

Anything that puts distance between the data and your ability to assimilate it into your business for tracking and reporting purposes is as unhelpful as it is impractical. Closing that distance makes a key contribution to your business intelligence, and it is easier than you think (with a little help from a friend ;)

How home service companies process invoicing

We shudder to think what a drag it must be to process your accounts payable documentation by hand like many of our friends in the field and home service industries still have to do. If you’ve moved your own ops to a better place with ServiceTitan, we welcome you to the future! Now, let’s take three steps further.

Using ServiceTitan’s invoice generating tool is already an improvement on the repetitive, manual data entry that goes with the territory of using Google Docs invoicing templates or similar. By now your technicians should be adept at creating invoices wherever they are, filling in details in all the necessary fields, the line items to be billed such as hourly rates, unit prices, services performed, and so on. It puts your essential numbers safe in the cloud where you can access and analyze them any time you want.

Too bad the same can’t be said for the vendor invoices, bills, receipts, etc. sent to you in PDF format. In that static format, the data doesn’t stand a chance of integrating with that of your other business software tools. That’s where we see a gap in the system, and a barrier to operational efficiency.

To move the payables and reporting processes forward, data from those PDFs must be transferred into your ServiceTitan system. So far, your options are limited to manual data capture and entry. Well, no more of that…

How manual processing messes up your invoice data

Accuracy is usually the first casualty of manual data processing. Time follows quickly on its heels. Despite the best intentions, human hands are likely to fumble and bumble. When transferring data manually causes mistakes to pop up, you lose time going back to look for mistakes and then to fix them. Details are lost in translation, so to speak. That can translate into a costly problem for your business.

Your data must be accurate for your reporting to be accurate. Your reporting must be accurate for your decision-making to be on point.

Why carry on messing around with your invoice data when technology can do the work better for you? Introducing Wink’s PDF Invoice Scanner: it closes the distance between your invoicing data in ServiceTitan and accurate, up-to-date reports that correctly inform your business decisions.

A better way to track invoices into ServiceTitan

It’s what every growing home and field service company needs: a streamlined accounts payable process. OCR technology will digitize your PDF invoice data in an efficient, cost-effective way that'll make you wring your hands at the time you've lost doing it the old way.

What is OCR scanning technology?

OCR stands for Optical Character Recognition. Simply put, it converts PDF content into machine-readable text. The technology automates the extraction of data from invoices and entry of the same into the accounts payable workflow. It knows how to scan printed, typed and hand-written text, even images; then it instantly converts it into digital format.

OCR scanning produces greater data accuracy. And because it removes the requirement for manual data entry, it also reduces human error. With repeated use, the artificial intelligence inside the processing software continuously learns from the invoicing structure, content and patterns, and so it continues to improve accuracy levels. Once processed and stored in your database, the information becomes searchable and available for analysis and manipulation in your accounting system.

How Wink’s advanced invoice scanning works

Our advanced invoice scanning functionality uses OCR to streamline the process of capturing and processing the various financial documents you receive. It can extract invoice line items, vendor names, invoice numbers, payment due dates, tax info, and other vendor details accurately and efficiently. You can capture the information and combine it with data from invoice aging, payment status and bank deposits to truly streamline the payable process.

Bonus feature: the software automatically integrates the extracted data into the billing, bookkeeping and inventory systems you already use. Information gaps closed, updates done in real time, and yay, no data left behind!

Once in the system, it becomes much easier to manage your vendor bills and track payments in ServiceTitan. You’ll be able to run advanced reports, which will give you the insights you need to optimize your business spend.

From PDF invoice to advanced analytics

As the scanner tracks the PDF invoices into ServiceTitan with high accuracy and speed, you’ll save both time and money in the process. With the data now configured to form part of your business intelligence, you can easily track vendor performance, your own spending patterns, and whatever other financial metrics are important for you to monitor.

In partnership with ServiceTitan, Wink’s business intelligence automation software helps users access all their business data for advanced analytics and reports.

So. Aren’t you tired of wasting precious resources on inaccurate, time-consuming manual data retrieval and entry? Take a load off with some OCR magic in your business tool kit. Also, just enjoy having one less thing to stress about thanks to our streamlined software integrations.

Getting started is as easy as 1-2-3:

1. Connect your ServiceTitan to Wink Reports.
2. Create your own reporting dashboard.
3. Scan all PDF invoices and easily convert the data.

Use our scanner tool to track all your invoice data into ServiceTitan and make all those PDFs flooding your in-tray and inbox disappear. We’ll smooth out your accounts payables process, so that you can focus your time and energy on tracking the numbers, making informed decisions, and then taking the right action at the right time.