Projects and field service
Project time, billing by hours or milestone, and technician work orders with parts used.
Start free See it in a live demo
What it does
- Timesheets from web and phone, with approvals
- Billing by hours, fixed fee or milestone
- Work orders for technicians, with parts and photos
- Profitability per project, so margin problems show early
Who it is for
Consultancies, contractors and service companies that bill for time or visits.
Highlights
- Timesheets from a phone or a computer, approved weekly by the manager
- Billing by hours, fixed fee or milestone, with one invoice per project
- Work orders for technicians with the parts used and photos attached
- Profit per project, so margin problems show early
Works with
Sales and invoicingGeneral ledgerInventory for partsPhones for techniciansClient portal
Questions about this module
Can technicians use it on site?
Yes. Work orders, photos and parts used are recorded from a phone while the visit is still fresh.
How do you bill for time?
Approved hours are turned into invoice lines at each person's rate, with the project and task shown.
Services
- Project and rate setup
- Technician app setup
- Billing rules setup
Functions
- Timesheets from phone or computer
- Billing by hours, fixed fee or milestone
- Work orders with parts and photos
- Project profitability
- Dispatch board
How it works
- Set up projects and the rates for each team member.
- Time is logged from a phone or a computer and approved weekly.
- Invoices are built from the approved hours or the agreed milestones.
A typical example
A technician finishes a repair visit and logs the parts used on the spot. The customer's invoice lists the visit, the time and the parts.
Industries that use it
Example scenarios
See it, then decide
Book a 20-minute demo slot, or request a free trial. We reply by email to confirm.