The job is complete, but billing still needs the hours, materials and approved changes. Keep those details with the work so the office can review the invoice handoff.Illustrative workflow to assess, not a ready-made connection. Confirm each supported action, plan and setup before use. The QuickBooks Pro import reads customers and invoices and does not write back.
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
Field employee
The Forge
The Forge
The Forge
The Forge → Accounting system
Accounting system
Management
The Forge
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 customer asks for an appointment, but their request waits between the form, the office and the schedule. Give the handoff a clear owner before the customer has to ask again.
Schedule to Payroll
The week’s shifts and the hours actually worked do not always match. Bring the exceptions into review before payroll preparation becomes a last-minute reconciliation.
Marketing Campaign to Revenue
A campaign generated inquiries. The next question is who followed up and what happened afterward. Review the supported record connections below before treating a campaign click as revenue.
A workflow to discuss in your Fit Review
For service-business owners and finance teams
The crew finished the work. The office is still collecting the information needed to prepare the invoice.
Review completed work, confirm the draft invoice and decide the next step for unpaid balances.
Keep completed work and the billing review connected so the next handoff is clear.
Illustrative workflow · no live actions or customer results
Check the job and any accepted estimate before preparing billing.
A person checks the amount, customer and invoice details before sending.
Use the recorded payment result, not a checkout click, to decide what remains unpaid.
Review the customer’s situation and permitted contact before a reminder.
Draft invoice creation and payment reminders are listed as Limited release. A draft is not a sent invoice; a payment link is not proof of payment.
These references describe the local product capability register. They do not certify current deployed behavior. Plan, setup, permissions and current availability apply.
Draft invoice creation and payment reminders are listed as Limited release. A draft is not a sent invoice; a payment link is not proof of payment.
Review the bottleneck and the systems you use before choosing a configuration.
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