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Finance & field · 2 min

Field to invoice

Finished in the field. Ready for the office.

Sample workspace

FIELD APP · REVIEW · SAMPLE ACCOUNTING SYSTEM

Three finished tickets. Two are held.

FT-104 is held. The crew left the cost code blank. Job AB-104 is budgeted for MECH-100. Fix it in the checks below, then create the draft.

FROM THE FIELD · 3 TICKETS · 1 READY · 2 HELD

Invoice requests
0
Drafts created
0
Duplicates ignored
0
Held by a rule
0
Failed deliveries
0
  1. Captured in the field
  2. Checked against the rules
  3. Ready to invoice
  4. Draft created

Rules checked before FT-104 can become an invoice

  • Pass
    Signed off in the field

    Signed by Dana Whitecalf, site supervisor, 16 September 2026, 4:40 pm.

  • Pass
    Customer matched to the accounting system

    C-1042 Foothills Pump Service Ltd. On file since 2024. Net 30.

  • Fix needed
    Cost code set and budgeted on this job

    The crew left the cost code blank. Job AB-104 is budgeted for MECH-100.

  • Pass
    Every line priced and mapped to an account

    3 lines, each priced and mapped to a destination account.

SOURCE · FIELD TICKET

FT-104

Job
AB-104 Foothills pump station 2
Site
Airdrie, Alberta
Work date
16 September 2026
Crew
R. Blanchette, T. Okafor

Replaced the mechanical seal on transfer pump 2 and returned it to service.

  • Mechanical technicianLabour · 8 h × $125.00maps to 4010 Service labour · LAB-MECH$1,000.00
  • Seal kit, 4 inch centrifugalMaterials · 1 ea × $410.00maps to 4020 Materials and consumables · MAT-RESALE$410.00
  • Gaskets and fittingsMaterials · 1 ea × $230.00maps to 4020 Materials and consumables · MAT-RESALE$230.00

Ticket total, before tax$1,640.00

Signed in the field by Dana Whitecalf, site supervisor, 16 September 2026, 4:40 pm.

DESTINATION · SAMPLE ACCOUNTING SYSTEM

INV-DRAFT-0104

PREVIEW · NOT CREATED YET

Customer
C-1042 Foothills Pump Service Ltd.
Reference
Field ticket FT-104 · job AB-104 · PO 4471
Cost code
Not set
Status
Nothing created yet
  • Mechanical technician8 h × $125.004010 Service labour · LAB-MECH$1,000.00
  • Seal kit, 4 inch centrifugal1 ea × $410.004020 Materials and consumables · MAT-RESALE$410.00
  • Gaskets and fittings1 ea × $230.004020 Materials and consumables · MAT-RESALE$230.00

Subtotal, CAD before tax$1,640.00

Tax is deliberately not calculated in this sample. Nothing here is emailed to a customer or posted to a ledger.

WORKFLOW RESULT

Three finished tickets arrived from the field app. Two are held by a rule. Open one to see why.

Activity trail · 0 events

Nothing has happened yet. Every request, block, duplicate and retry is recorded here.

How the field lines map into the accounting system
  • Labour on a field ticket lands in 4010 Service labour.
  • Materials on a field ticket lands in 4020 Materials and consumables.
  • Equipment on a field ticket lands in 4030 Equipment hours.

Account names and item codes here are generic on purpose. A real build maps to your own chart of accounts after we read it, and we test the mapping against your own records before anything is written.

What is simulated here?

The tickets, jobs, customers, crews and sign-offs are invented. The validation rules, the totals, the duplicate guard and the retry behaviour are real code running in this tab. There is no accounting system on the other side: the destination panel is a local record, no network request leaves this page, and no data is stored anywhere. Taxes are left out until there is a reviewed jurisdiction model, so every amount shown is Canadian dollars before tax.

Imagine this with your workflow.

Clean, traceable records without typing the same job twice.

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