Invoicing
Once you have completed a work order, please head to your email, in which you will have received an email alert that contains a link to an invoice you can create.
Click the link in the email, which will redirect you to the FieldTech Connect Invoice page. Here is where you will begin to fill out the invoice. Start by adding line items for services that you have completed. Fill out the appropriate field, such as description, rate, quantity, and amount. Additionally, you can add details about travel, materials, and freight. If a cost does not fit in these categories, you can use the ‘other’ section.
After filling out all the appropriate information, submit the invoice. To officially submit and send the invoice to the management company, hit the blue submit button in the top right corner. If an invoice is declined, you will receive an email, which will direct you back to the invoice page. You can find the audit trail on the right side of the invoice page, which will again state that the invoice has been declined, as well as the reason why. You can then edit what needs to be changed in the invoice and re-submit it to the management company. If your invoice is declined, an email alert will once again be received. You can navigate back to the portal using the link to resolve the issue, change what information needs to be changed, and re-submit the invoice to the management company.
If approved, another email alert will be received notifying you of its approval, and your job will be complete.
The video can be found here: https://youtu.be/boFx_rT1ZfI