Invoice workspace.

From vendor invoices to ServiceTitan. All in one place.

Interactive demo

Ready to process2

Main Google Drive folder

Completed1

Processed successfully

Bring your invoices in

Choose how invoices reach PO Boost

01 MANUAL UPLOAD

Drop PDF or image invoices into your Google Drive intake folder for processing.

Drop invoices or browse files PDF, JPG, PNG · Up to 25 MB per file

02 DEDICATED INVOICE EMAIL Invoice intake workflow

Automatically collect invoices from vendors that send them to Trio Heat's dedicated invoice email.

Automatic email collectionActive

03 PENDING PO VENDORS Planned workflow

Email vendors on your pending PO list to request missing invoices and collect their replies.

Vendor invoice follow-upsInactive

Your destination

Not connected

Use a dedicated automation user with access to purchase orders and returns.

Automation userNot configured

Verification phoneNot configured

Credential fields are placeholders in this demo.

Invoice intake folder

Trio Heat / Invoices / Incoming

Uploads and collected invoices meet here before automation starts.