What this guide covers
- What mobile should do for the commercial workflow.
- How job completion, notes, timesheets, and gallery support quotes and invoices.
- When to send the work back to web HQ.
How it works
Quotes and invoices are managed in web HQ. Mobile supports them by keeping the delivered work clear, timely, and easy to trust.
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 workflow properly so admin 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 normal job action for your tracking mode.
- 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 supporting detail
Job detail -> Gallery or Timesheets- 1Upload gallery photos when the work needs visual evidence.
- 2Log timesheets properly so labour records support the week and any billing follow-up.
- 3Keep the update attached to the live job where possible.
Hand back to web HQ for pricing and billing
Admin follow-up -> Quotes or Invoices- 1Once the field record is clear, leave the commercial step to web HQ.
- 2If something needs explaining, add it in the operational record instead of relying on a separate message.
- 3Use mobile to support the billing workflow, not to recreate it.
Tips and gotchas
- 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 clean operational evidence, not extra duplicate admin work.
- If a customer query is likely later, capture the supporting note or photo while you are still on-site.