Field ticket → manager approval → office invoice → paid
This is the field ticket → manager approval → office invoice → paid workflow, the one we hear about most from construction, oil and gas, and field-service operators. Click through all four steps below. Every name, number, and amount is fictional sample data.
Field tickets are written on paper, carried around for days, retyped in the office, and stall waiting on an approval — so invoicing happens long after the work.
Field crews, the operations manager who approves their work, and the office that invoices it.
Field crew — phone
Hours, materials, and a photo are captured on a phone. No paper leaves the site, and nothing waits in a truck until Friday.
- Ticket
- FT-1042
- Job
- Sample Job — North Yard Pump Swap
- Customer
- Example Field Co. (fictional)
- Crew
- A. Sample, R. Placeholder
- Labor
- 6.5 hrs regular, 1.0 hr overtime
- Materials
- 1x pump seal kit, 3x fittings
- Photos
- 2 attached
- Submitted
- Tue 4:12 PM (sample time)
Audit trail — 4:12 PM — Ticket FT-1042 submitted by A. Sample from the job site.
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Other workflows
A phone agent that answers when nobody can, captures the caller's details in a fixed structure, and hands a complete job request to a human.
See the workflowA crew member talks through what they did; the workflow turns it into the same structured ticket fields the office expects.
See the workflowCrews report in the language they work in; the office reads and bills in the language it works in, with both versions kept on the record.
See the workflowVendor invoices are read once, matched to the job they belong to, and carried through to customer billing without a second round of keying.
See the workflow