Field services
Move completed jobs into billing.
Ontem connects completed jobs, technician notes, and customer signoff to billing so finished work does not wait to become an invoice.
Walk through your workflow and get a free demo- 1The technician closes the job. Ontem stages it for billing with labor, parts, and notes attached.
- 2Customer signoff is missing. Ontem requests it and holds the invoice until it arrives.
- 3The parts used differ from the quote. Billing sees both side by side and confirms the correct amount.
- 4The invoice goes out under the service agreement terms. Payment is matched when it arrives.
How billing works in field services
Jobs are billed when the work is done, from labor, parts, and the terms of the service agreement. The details live with the technician: what was done, what was used, and whether the customer signed off. Billing depends on that handoff happening cleanly.
Where cash gets delayed
- Completed jobs that sit unbilled after the technician moves on
- Missing customer signoff or incomplete job details
- Parts and labor recorded differently than quoted
- Service agreement terms applied inconsistently
- Disputes over what work was authorized
The context Ontem brings together
ERP data
Customers, invoices, balances, and payments.
Documents
Service agreements, quotes, job records, and signoffs.
Customer authorizations, disputes, and follow-ups.
Operations
Completed jobs, technician notes, labor, and parts used.
01
Bill jobs as they finish
Completed jobs enter a billing queue with notes, signoff, and agreement terms attached.
02
Catch gaps at the handoff
Missing signoffs and mismatches between the quote and the job are flagged before invoicing.
03
Follow up with the job record
Collections carry the job history and the customer's own authorization, so disputes resolve faster.
Your software stays in place
Your accounting system remains the financial record. Ontem handles the job-to-invoice handoff, follow-up, and payment matching around it. Start with one service line.
Relevant connections
- NetSuitePlanned
- QuickBooks OnlineAvailable
- Gmail and OutlookAvailable
- StripeAvailable
See where jobs wait between completion and invoice.
Show us how a completed job becomes an invoice today. We will walk through where Ontem fits.
Walk through your workflow and get a free demo