Before you generate a field invoice
- Kimberly Onnen
Based on the options that are set up in MobileTech Administration and the processes that your organization follows, you can complete these procedures before you start the field invoicing process.
Task | For more information, see ... |
Add labor charges for the appointment | Enter a labor transaction before completing an appointment |
Add travel charges for the appointment | Enter a travel transaction before completing an appointment |
Add expense charges for the appointment | Enter an expense transaction before completing an appointment |
Add inventory material charges for the appointment | Enter an inventory transaction before completing an appointment |
Add purchase charges for the appointment | Create a purchase order |
Receive drop-ship purchase orders for the appointment | Receive items from a drop-ship purchase order |
Complete tasks for a service call appointment | Complete tasks for a service call |
Collect a signature from the customer and sign off on the appointment | Complete the Signatures tab |
Add a resolution note | Enter an appointment resolution |
Based on the MobileTech setup, some or all of the following information is displayed on the preview invoice and the field invoice:
Time entry information
All labor, travel, and expense billable line totals are listed separately on the field invoice. There might be a combination of positive and negative billable line totals. Billable line amounts are added to or subtracted from the subtotal on the invoice.
Labor
Note: If your time card in TimeTrack has been committed by another user (such as someone in the Payroll department), and this occurred before the service call was complete the field invoice was generated, that labor expense won’t be displayed on the field invoice. The labor expense will be displayed if the time card hasn’t been committed, or if it’s been committed and the expense transaction has been posted.
Labor cost category
Date when the labor transaction was completed
Description of the labor transaction
Technician associated with the labor
Unit of hours for the labor
Quantity, unit price, and total for the labor transaction
Travel
Travel cost code category for each travel expense
Date when the travel transaction was entered
Description of the travel expense
Quantity, unit price, and total for the travel transaction
Expenses
Cost category that was selected when the expense transaction was entered
Date when the expense transaction was entered
Description of the expense transaction
Quantity, unit price, and total for each expense transaction
Inventory
Equipment used for the service call
Quantity and price of the site inventory item
Inventory items from a purchase order that is associated with the invoice
Signatures tab information
The customer signature, if required. If a customer signature isn't captured for the completed service call, the customer signature area is blank on the field invoice. The customer signature isn't displayed on a preview invoice.