EZ Invoice

Client: National Utility Construction Company
Type: Revenue Workflow Automation – Excel Add-In (VBA)

Overview

EZ Invoice is a custom-built Excel add-in developed for a privately owned national utility construction company specializing in electric and telecommunications infrastructure.

The company managed complex field operations across multiple projects but lacked a structured system for translating completed field work into consistent, trackable invoices.

I designed EZ Invoice to streamline the full workflow — from field report data to customer-ready PDF invoice.

The Challenge

• Field reports documenting completed work
• Scope of Work (SOW) documents defining billable items
• No centralized invoice tracking system
• Inconsistent formatting and manual invoice creation
• Risk of missed billable items

Revenue generation depended on accurate, timely invoicing — but the process lacked structure.

The Solution

I developed a fully integrated Excel add-in that:

• Pulls structured data from field reports
• Matches completed work to Scope of Work definitions
• Calculates billable totals automatically
• Generates formatted, customer-ready invoices
• Exports final invoices to PDF

The add-in includes a custom, company-branded ribbon with embedded guidance and documentation to ensure consistent use across teams.

Key Features

• Automated matching of field work to SOW pricing
• Standardized invoice formatting
• One-click PDF generation
• Company-branded Excel ribbon interface
• Built-in documentation and user guidance
• Centralized tracking structure

Impact

• Reduced invoice preparation time
• Improved billing consistency
• Decreased risk of missed revenue
• Standardized documentation across projects
• Increased operational clarity between field and finance teams

This project demonstrates how workflow automation can directly impact revenue operations — connecting field execution to financial systems through structured, user-friendly tooling.