Facilities management
Turn completed work orders into clean invoices.
Ontem pulls completed work orders, proof of service, and purchase orders into one place so recurring and additional work is billed correctly the first time.
Walk through your workflow and get a free demo- 1The month closes. Ontem drafts recurring invoices per contract and gathers completed work orders for additional service.
- 2Two work orders have no purchase order on file. Ontem flags them and drafts the requests for the account manager to send.
- 3Proof of service is attached from field records and email. Site approvals are confirmed from the inbox.
- 4Billing reviews the queue and sends invoices in each customer's required format. Payments are matched as they arrive.
How billing works in facilities management
Recurring contract work bills on a schedule while additional service bills as it is completed. Each invoice may need proof of service, a site approval, and a purchase order number, in the format each customer requires. High volume across many sites makes small gaps expensive.
Where cash gets delayed
- Completed work orders that never reach billing
- Additional service performed without a purchase order
- Proof of service sitting in a technician's phone or inbox
- Customer invoice formats that cause rejections for small errors
- Short pays that take weeks to explain
The context Ontem brings together
ERP data
Customers, contracts, invoices, balances, and payments.
Documents
Work orders, proof of service, purchase orders, and site approvals.
Site contact approvals, disputes, and requests for backup.
Operations
Completed work, recurring schedules, and open follow-ups by site.
01
Move completed work to billing
Finished work orders flow into a billing queue with the proof and approvals they need attached.
02
Bill recurring and extra work correctly
Recurring invoices go out on schedule, and additional service is billed with its purchase order and backup instead of waiting.
03
Resolve short pays with context
When a customer short pays, the work order, proof of service, and the whole conversation are in one place.
Your software stays in place
Your accounting system remains the financial record. Ontem handles the work-order-to-invoice handoff, follow-up, and payment matching around it. Start with one region or one customer.
Relevant connections
- NetSuitePlanned
- QuickBooks OnlineAvailable
- Gmail and OutlookAvailable
- StripeAvailable
See where work orders stall before billing.
Show us how work moves from the field to an invoice today. We will walk through where Ontem fits.
Walk through your workflow and get a free demo