Working example, built for AMR Janitorial Services

One search, instead of three folders and a guess

You described this yourself, on Make's own community forum: around 80 recurring contracts, invoices stored as loose PDFs spread across a desktop, iCloud, and Google Drive, matched and emailed by hand every cycle. Your own site separately shows that work now spans three branch offices, with no single view anywhere of who's actually paid. Here's what typing a client's name into one pulled-together view could look like.

What's real: two things, checked separately. On Make's community forum, in your own words, you described roughly 80 recurring clients with invoices living as loose files across desktop, iCloud, and Google Drive, matched and emailed by hand. Separately, your own site, checked directly today, lists three branch offices, Torrance, West LA, and Mid-LA, with no client portal or billing-status page anywhere. The "no single view across branches" part is what I found looking at your site, not something you said on the forum, worth being precise about which is which.

What I'd be straight with you about: the version you originally asked about, just emailing PDFs automatically, is a smaller, cheaper task than what's below, and freelancers quoted that narrower piece around $120 to $650. What's shown here is a bigger step: a single searchable view of paid and outstanding status across all three branches, not just automated sending. Worth being clear about that difference before anything gets scoped, so this doesn't look like the same task with a different price on it.

What's illustrative: the two sample accounts below aren't real clients. They show what typing a client name into a working version of this page would return, using your three real branches and a plausible paid/outstanding pattern. A real build would read from wherever your invoices actually live today, not replace how they're created.

Look up a client account
Try a sample:

What I'd flag before you roll this out anywhere else

Only the two sample accounts above return anything. This isn't connected to your real invoice files, so it can't look up an actual client. A real version would read from wherever those PDFs live today, desktop, iCloud, Google Drive, whatever mix is actually current.
This shows status, it doesn't generate or send an invoice. Your current monthly billing process stays exactly as it is, this only pulls the result into one place you and your branch managers can search.
Three branches, one view, is the whole point, and also the main open question. Worth a short conversation about whether Torrance, West LA, and Mid-LA currently track invoices the same way, or differently, since that changes how this actually gets built.
This is scoped above what you originally posted for, on purpose. A simple "email the PDF automatically" tool doesn't solve "who's paid across three branches," and I'd rather say that plainly now than have it come up as a surprise later.