What this guide covers
- What mobile should do to support pricing and billing.
- How job completion, notes, timesheets, and gallery support quotes and invoices.
- When to send the work back to the web app.
How it works
Quotes and invoices are managed in the web app. Mobile supports them by keeping the delivered work clear and easy to check later.
If the field team records the job properly, admin can price, review, and invoice without chasing missing detail later.
Common workflows
Support billing with clean job completion
Use the mobile job steps properly so the office can trust what was done and when.
Capture evidence that reduces back-and-forth
Add photos, notes, and timesheet detail that help explain the delivered work without extra messages later.
Steps
Complete the job clearly
Mobile app -> Job detail- 1Use the main job button your team normally uses.
- 2Leave a short note if the work changed, ran short, or could not be finished as planned.
- 3Make sure the final status reflects what actually happened on-site.
Add the detail that helps later
Job detail -> Notes and photos- 1Upload gallery photos when the work needs visual evidence.
- 2Add a short job note if the office will need more context later.
- 3If your role uses timesheets, keep those up to date as well.
Hand back to the web app for pricing and billing
Web app -> Quotes or Invoices- 1Once the field record is clear, leave pricing and billing to the web app.
- 2If something needs explaining, add it to the job instead of relying on a separate message.
- 3Use mobile to support billing, not to recreate the whole process.
Tips
- Do not wait until the end of the week to add the detail that supports billing.
- The best mobile support for quotes and invoices is clear job detail, photos, and notes.
- If a customer query is likely later, capture the supporting note or photo while you are still on-site.