Jobs, Scheduling & Planning

Job financials and invoice readiness

Review field and cost data before commercial completion.

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Job financials and invoice readiness

Review field and cost data before commercial completion.

Where to find it

Open the job and review Job Financials & Invoice Readiness; office users can also use Job Costing.

How to use it

  1. Confirm recorded labour/time/travel and parts are complete.
  2. Compare planned and used parts where available.
  3. Review additional job costs.
  4. Resolve incomplete operational evidence before invoicing.
  5. Continue through the configured invoicing/commercial workflow.

Important notes

Financial readiness should follow, not replace, technical completion and required field evidence.

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