Completed work sits for days before it is billing-ready. Field notes, photos, change orders, and hours live in different places, and the office assembles the invoice by hand.
Trigger
A field employee marks the work complete.
Participating systems
Dispatch / field-service system · Mobile crew app · The Forge · Accounting or invoicing system · Communication provider
Steps
Source of truth
Type of information
Invoice and ledger
System that keeps the official record
Accounting system
Read source
Accounting API (invoice number, status, balance)
Write destination
Accounting API (create / update invoice)
Conflict policy
The accounting system keeps the official record for invoice state. The Forge does not overwrite a manually-edited invoice.
Type of information
Operational job record
System that keeps the official record
The Forge
Read source
Field app / dispatch webhook
Write destination
Dispatch (status), field app (context)
Conflict policy
The Forge holds the connected operational state — labor, materials, change orders, and readiness.
Type of information
Employee time
System that keeps the official record
Payroll or timekeeping provider
Read source
Time-entry API
Conflict policy
The payroll provider keeps the official record for pay. The Forge uses approved entries for billing context.
Metrics unlocked
Roles
Industries
Exceptions
When
Required documentation is missing (photos, signature, form).
Then
The Forge holds the invoice, assigns the missing item to the owner, and does not send an incomplete record to accounting.
When
The accounting system is temporarily unavailable.
Then
The billing-ready record is queued, retried on policy, and surfaced as a pending item on the dashboard — no duplicate invoice is created.
When
The accounting system rejects the invoice (customer mismatch, tax code missing).
Then
The specific failure reason is surfaced to the office admin with the operational record attached; the exception is resolvable in one place.
When
A change order is added after billing-review starts.
Then
The Forge blocks the send, prompts for re-approval, and re-runs the billing-readiness check.
Other workflows
Lead to Appointment
A lead arrives from an ad, form, or referral and sits unattended while someone remembers to book them.
Schedule to Payroll
Schedules, time entries, approvals, and job context live in separate systems, so payroll runs without the operational picture behind the hours.
Marketing Campaign to Revenue
Ad platforms report clicks and forms. The CRM reports opportunities. Scheduling reports appointments. Operations reports completed work. Accounting reports revenue. No system connects the full path.
