Connected record path
Field service paperwork workflow
Field work is billed on evidence gathered on site. If the job record is written after the visit, the billable detail is already gone.
Each step keeps its own record. Retain the source document rather than editing it, and review dates, parties, references, and totals before the new document becomes part of your work history.
Raise a work order
Authorise the visit with the site, the fault, and the agreed scope before anyone travels. This is what separates approved work from goodwill work.
Record the work on site
Capture labour time, parts used, and the condition found while the technician is still there. A job sheet completed on site is the record that survives a dispute.
Report the outcome
Summarise what was done, what remains, and what needs a return visit, so the customer sees the same account of the work that you bill from.
Invoice the confirmed work
Bill from the signed job sheet, not from the original work order. Work that was authorised but not performed does not belong on the invoice.