Scheduling & Field Work | Workspace
Run jobs and field work
Move work from scheduled to completed, capture proof, and hand clean information to billing.
Sign in to your company workspace to use the related controls.
What this section includes
- Review the work order
- Start the field visit
- Document the work
- Complete the job
- Send to billing
Start-to-finish instructions
Review the work order
Confirm customer, address, scope, estimate, access notes, equipment, and assigned team.
Start the field visit
Use the Technician Portal or Field Workspace to record travel, arrival, and work status.
Document the work
Add notes, photos, materials, forms, customer approvals, and any change in scope.
Complete the job
Confirm the work performed, time, parts, follow-up needs, and customer acknowledgment.
Send to billing
Create or update the invoice from the completed work so the office does not re-enter information.
Helpful tip: Keep sensitive internal notes separate from information the customer can see.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.