What this guide covers
- How to create quotes and invoices in web HQ.
- How approved pricing connects back to live work.
- How to keep billing detail aligned with operations.
How it works
Quotes and invoices are active product areas in Fieldfare, not side features. Web HQ is the main place to build them, review them, and move approved work into the operational workflow.
The strongest workflow is to keep pricing, delivery, and billing linked. Avoid rebuilding information in separate places when the system can carry it forward for you.
Common workflows
Prepare a new quote
Start from the quote area, add the client and commercial detail, and keep the work clear enough to convert later.
Raise an invoice from delivered work
Use the operational record, timesheets, and completed work as the source when preparing billing.
Steps
Create the quote
Web HQ -> Quotes -> New quote- 1Open `Quotes` and create a new quote.
- 2Choose the client and build the commercial detail clearly.
- 3Keep the structure close to the real work so approval can flow cleanly into operational delivery.
Turn approved work into live operations
Quote detail -> Follow-on operational workflow- 1Review the approved quote before creating or linking the live work.
- 2Carry forward the detail you actually need for delivery instead of rewriting it from scratch.
- 3Check jobs, schedules, and assignments after the operational step is created.
Raise and review invoices
Web HQ -> Invoices- 1Open `Invoices` when the work is ready to bill.
- 2Use the delivered work and supporting records to confirm the billing detail.
- 3Save or send the invoice once the operational and commercial records line up cleanly.
Tips and gotchas
- Keep quote wording clear and operational so it is easy to convert into real work later.
- Use completed jobs, timesheets, and other delivery records to support billing review.
- Handle pricing and billing on web HQ even if the field team helped capture the supporting detail on mobile.