This reduces manual entry, improves data accuracy, and still leaves full control in your hands to review or adjust the results.
Where to Enable the Feature
This is a company-level setting, meaning it must be enabled before users can access it.
Steps:
Navigate to Company Settings
Click Manage
Locate OCR Autocomplete for Invoices and Proposals
Toggle the setting ON
Once enabled, the feature becomes available across supported forms.
Where the Feature Appears
After activation, users will see an autocomplete banner at the top of these forms:
Add Invoice
Add Proposal
Add Standalone Proposal
This applies to all eligible users, including:
Service providers
Internal technicians
Customer users (with permission to create invoices/proposals)
How to Use OCR Autocomplete
Open a supported form (e.g., Add Invoice)
Click Upload in the OCR banner
Select a document (invoice or proposal)
Wait for the system to scan the file
If successful, a notification will confirm the scan, and the form will auto-fill.
Fields Automatically Populated
The OCR system extracts and fills the following data:
Invoice/Proposal Number
Date
Labor costs
Travel costs
Material costs
Note:
Inventory items are included under the Material section.
What Happens to Your Uploaded File
The uploaded document is automatically saved in the Attachments section of the form
Only one document per upload attempt is supported
User Control and Editing
This feature is assistive, not authoritative.
You can:
Review all populated fields
Edit any incorrect values
Add missing information manually
You remain fully responsible for final submission accuracy.
Error Handling
If the system cannot read the document:
You will receive an error message
You can retry by uploading the document again
Common causes of failure:
Poor image quality
Unsupported format
Missing or unclear data in the document
Key Limitations
Only one document can be processed at a time
OCR accuracy depends on document clarity and structure
Not all fields may be detected in every case
Practical Advice
Don’t treat OCR as “set and forget.” It’s a time-saver, not a validation system.
If you skip review, you’re trading speed for potential downstream errors, billing mistakes, incorrect records, or client disputes.
Use it to reduce typing, not replace verification.