Field workflow automation
Field ticket to invoice — without entering it twice.
Field service operation · Approvals connected to accounting
Crews wrote tickets in the field, the office typed them in again, and billing waited on both. Every job moved through the company on paper, email and re-keyed data.
1 → 1
Field ticket to invoice, entered once
The problem
A field ticket started on a clipboard, traveled to the office by text message or truck, and was typed into the accounting system by someone who wasn't on the job. Errors compounded at every handoff.
Invoices went out late because the information arrived late. Cash flow depended on how fast paper moved.
What we built
A field workflow built for the crews first — simple, fast, designed for gloves and sunlight. Tickets are entered once, on site, with photos and sign-off captured at the same moment.
From there the ticket flows straight into approvals and accounting. No re-entry, no chasing signatures, no version confusion.
The result
One entry, start to finish. Billing cycles shortened because invoices no longer wait on paperwork to make it back to the office.
The office team stopped re-typing and started reviewing — the same people, doing higher-value work with the same hours.
Want results like these?
Tell us where the time and money are going. We'll show you what owning the solution looks like.
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