Quotes
Collections
Recruiter
Accounts payable
Order intake
Bookkeeping
Scheduling
Caregiver matching
Crew dispatch
Daily summaryBill every visit from the schedule
Marcus turns completed caregiver visits into invoices for each client or payer, with the hours already checked.
Marcus · AI invoicing agentEvery finished job, invoiced the same day.
Marcus, your AI invoicing agent, turns finished work into accurate invoices and sends them once you OK them.
- Invoices built from the job, with hours and materials included
- No more billing marathons at month end
- Fewer mistakes, so fewer customer disputes
Job marked completeCrew B · HVAC serviceInvoiced
Invoice
Oakridge Dental
INV-2207
Net 15 · Due Nov 3
Technician labor6.5 hrs · $95/hr$617.50
Filters and parts3 items from the job$184.00
Invoice total$801.50
Synced to your accounting · waiting for your OK
LiveMarcusInvoicingSample data
How Marcus works
Job marked complete, handled.
However the work comes in, Marcus turns it into a finished task in the software you already use.
- 1Turns finished jobs into invoices
- 2Adds the hours and materials from each job
- 3Sends them from your accounting system
Live view
Everything Marcus does, in one place.
Every item and where it stands, in one list that stays in sync with the software you already use.
Invoices5InvoiceAmountStatus
- Oakridge DentalINV-2207HVAC service · Marcus · just nowReady for you
- Lakeview OfficesINV-2206October cleaning contract · 2m agoSent
- Harbor FreshINV-2205Cooler repair · 1h agoPaid
- Pinecrest CollegeINV-2204Lighting install · 3h agoSent
- Maple Street HomesINV-2203Change order #2 · yesterdayNeeds a look
Sample data
Examples
Ways teams use Marcus
Monthly contracts, plus the extras
Recurring invoices go out on time, and one-off requests like a carpet clean are added automatically.
Invoice before the truck leaves
When the tech closes the job, the invoice is ready with their hours and parts on it.
Built for your systems
Runs on the software you already have.
Marcus works on top of your current tools, no rip-and-replace. Here are a few Marcus can work in. We connect to most software with an official connection, plus email and spreadsheets.
QuickBooks
ServiceTitan
Jobber
WellSky
Product names and logos belong to their owners.
You stay in control
You approve every batch.
- You choose how much Marcus does alone, from drafts only to fully automatic.
- Anything unusual goes to a person on your team.
- We host, monitor, and keep improving Marcus for one monthly fee.
Your data stays yours.
- SOC 2 Type II audited hosting
- US hosting Virginia
- Encrypted in transit and at rest
- No AI training on your data, ever
The agent workforce
Marcus works best with a team.
See Marcus on your own work.
One discovery call. We look at the software you use and the work your team does by hand, then show you what Marcus would take off their plate.