Finished work gets approved twice: once in the field, when the crew says it is done, and once in the office, before it is billed. When both look at the same marked map, nothing gets retyped in between.
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From the crew's submit to a tally ready to invoice
Coming in the explainer series. Until then, the mechanism is written out below.
The crew finishes and texts a photo. The PM asks for footage. The office waits for a sheet, retypes it into the invoice, and checks it against the map.
Every handoff is a place for a number to change and for the invoice to wait. The office ends up approving a copy of the work, not the work.
The crew places each rate code and quantity on the as-built, where the work was done. Every mark carries a code from your price book.
The crew submits the marked map from the site. Crews can only tap codes from your price book, and every code is checked again at Submit. A mark without a code cannot be submitted. The record shows what was placed and when it was submitted.
The office job list shows how many submitted maps each job has and when the last one came in.
The tally is re-counted from the marks on the server and priced from your price book, ready for the invoice. See map to invoice for the field side.
The office reviews what the crew marked instead of rebuilding it from texts. When a number looks wrong, the question goes back to the map, not to somebody's memory.
Each job carries the PO number it bills against, so the review and the invoice point at the same job.
The codes the crew can use come from your price book. We load your price book during onboarding.
The marked map is the record the office reviews. Not a text, not a sheet.
A submitted job waits on a named person in the office to review it before it is invoiced.
Not on Friday from memory. Submit when the work is done, where it was done.
No. The portal is where the ISP publishes work and where you may still upload closeout. This is how the crew's marked map and tally reach the office for review before the invoice.
Whoever you choose. The crew submits, and the office reviews the submitted map and tally before billing.
A resubmission replaces the old marked-up map and its tally. The earlier version stays in the map's history.
The field capture is map to invoice. If you work as a sub, see sub invoicing. For bids and authorized quantities, see RFP tracking.
Would it be a bad idea to trace one job from the crew's submit to the invoice? Free 30-minute Fit Call.
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