Installations & trades · Invoicing
Field Service
Catalog products, equipment hours, and labour rates once — then build invoices from line items that keep their prices when rates change later.
Field Service is for crews who quote and bill from the field: solar installs, HVAC, electrical, and other job-based trades. Set up a catalog of parts, hourly equipment, and labour rates; pick a client; add lines from the catalog or type ad-hoc entries.
Line prices snapshot when the invoice is created — a rate-card change tomorrow does not rewrite last month's bill. Track draft, sent, paid, and void statuses; email invoices to clients with a secure view link and PDF attachment via connected Gmail.
The suite shares the platform's sign-in and hosting setup but ships its own look — invoices, clients, products, equipment, and labour rates under /fieldservice/*.
Product catalog
Parts and materials priced per unit — panels, wire, hardware, and consumables.
Equipment billing
Cranes, lifts, and trucks billed hourly while they are on site.
Labour rate card
Crew and specialty trades as hourly or flat-rate catalog lines.
Price snapshots
Invoice lines lock their unit price at creation so history stays accurate.
Email delivery
Connect Gmail, compose invoice emails, and track client receipt.
Client portal link
Recipients open a tokenized view page and download a PDF without signing in.
