Field2Bill — Field Service Billing Platform

Revenue invoiced

Last 8 months · field tickets converted to billing

▲ 12.4% YoY

Live job costing

Actual vs budgeted, updating as tickets sync

{{ row.name }} {{ row.actual }} / {{ row.budget }}

Field → Bill pipeline

Every ticket, traced to an invoice

Ready to invoice

{{ readyCount }} approved tickets waiting

Recent activity

{{ a.who }} {{ a.what }}

Crew availability

{{ crewAvailSummary }} to dispatch

Low stock alert

Under 20% available

{{ lowStockCount }} low

{{ m.name }} {{ m.avail }} / {{ m.qty }} · {{ m.pct }}%

All materials above 20% available — stock levels healthy.

Company profile

Your workspace branding and billing details. Used across the app — edits save automatically.

Auto-saved

Company name

Billing email

Phone

Address line 1

City, State ZIP

Brand colour

Logo

Upload

QuickBooks Online

Invoices created in Field2Bill sync to QuickBooks, which handles sending and payment tracking. The customer's email lives in QuickBooks.

Connected

Company file {{ qboCompany }} Last sync · just now

Not connected — click Connect to QuickBooks to link your company file. Until then, invoices use a placeholder number.

Customer mapping

Field2Bill client	QuickBooks customer	Invoice email	Status
{{ c.name }}	{{ c.qbo }}	{{ c.email }}	{{ c.badgeLabel }}

Mapping links a client to its QuickBooks customer record — it doesn’t send anything on its own; it just tells Field2Bill which QuickBooks customer (and which email on file) to file invoices under when you later send a ticket. Add new clients above, or Unlink one that was mapped to the wrong customer.

Build a crew

Crew name

Assign crew members

Assign equipment

Crew roster

Crew	Members	Equipment
{{ r.name }}	{{ r.members }}	{{ r.equipment }}

Add / edit equipment

Select equipment

Name

Type

Rental rate ($/hr · billed on field tickets)

Equipment roster

Equipment	Type	Rate
{{ r.name }}	{{ r.type }}	{{ r.rate }}

Add / edit employee

Select employee

Name

Role

Hourly rate ($/hr · used to price field tickets)

Certifications

Expires {{ c.expFmt }}

Type

Expires

Employee roster

{{ availCount }} available

Employee	Rate	Crew	Status
{{ r.initials }} {{ r.name }} {{ r.role }}	{{ r.rate }}	{{ r.crewLabel }}	{{ r.status }} {{ r.certCount }} on file

Add / edit job site

Select job

Budget ($)

Job name

Add / edit material

Create a new catalog item or update an existing one.

Select material

Item code

Category

Material name

On-hand qty

Unit cost $

Purchase date

PO #

Catalog

{{ catalogTotal }} materials in the system. New items appear in the Inventory catalog and material pickers.

total SKUs

Tip: pick a material above to edit its name, category, on-hand quantity, ft³, cost, or PO. Editing quantity here adjusts available stock directly — purchase orders remain the audit trail for stock received.

Records a purchase and adds the quantities to inventory.

PO number

Purchase date

Supplier

Materials purchased

Qty

Unit cost $

{{ ln.code }} · {{ ln.detail }}

PO total {{ poFormTotal }}

Total cost $ — overrides line subtotal; blank = auto

Purchase order history

Linked to the inventory catalog · edit to adjust stock.

PO #	Date	Materials	Cost
{{ r.po }}	{{ r.date }}	{{ r.supplier }} {{ r.matCount }}	{{ r.total }}

Assign resource to job

Push a crew or individual to a site in real time. Expired-cert workers are blocked.

Job site

Crew or individual

Currently on site

Active

Turn a paper request form into a tagged digital ticket — captured on the tablet, synced to the office.

Auto-tagged on submit

Job site

Requester

Description of work

Contractor / GC

Location

Unit / area

Date erected — scaffold age

Scaffold size

Scaffold work

Confined space

Estimated duration

Comments

Contact name

Confirmation email

A copy of the request is emailed here as confirmation when you sync.

Requester signature — sign on the tablet

Sign here

Look up an existing tag to extend it, change its status, or add a note — keeps the office in sync.

Tag #

Status

Needed until

Note

All tags & status — tap a tag to load it above

No tags yet — submit a request or check out material to a job site.

Recent requests

Synced to the office — tap to view or print the request slip.

{{ r.reqNo }} · {{ r.requester }}{{ r.sizeSuffix }}{{ r.onSiteSuffix }}

No requests yet. Submit one above to generate a tag.

Connected to QuickBooks Online

Invoices sync to {{ qboCompany }} — sending & payments are handled in QuickBooks.

Live

Not connected to QuickBooks

Invoices get a placeholder number until you connect. Go to Admin → QuickBooks to connect.

Offline

Ready to invoice

Approved tickets

Invoiced this month

Field tickets · review & send to QuickBooks

Ops approves → Billing sends to QuickBooks

Ticket	Job site	Amount	Status	Action
{{ r.id }}	{{ r.job }}	{{ r.amount }}	{{ r.badgeLabel }}	Awaiting review Disapproved · {{ r.reviewBy }} Approved · awaiting billing In QuickBooks · {{ r.qboNum }}

Job costing dashboard

Job site	Budget	Actual (live)	Variance	Margin status
{{ r.name }}	{{ r.budget }}	{{ r.actual }}	{{ r.variance }}	{{ r.label }}

Scaffold rental invoice report

Editable rental billing by work order — {{ rentReportCount }} tags · grand total {{ rentReportGrand }}

Company ID

Billing date

Last billing

Rent (days)

Zone

Rate /ft³/day

WO #	Cubic ft	Daily RR	Amount
Sum for WO# {{ g.wo }}
	{{ r.cubic }}	{{ r.dailyRRFmt }}	{{ r.amountFmt }}
Total for WO# {{ g.wo }}			{{ g.subtotalFmt }}

Grand total {{ rentReportGrand }}

Check out material to a job site

Add several materials and assign them to a tag # — a new one or an existing tag on the job.

Job site

Tag #

Rental start

New tag number

Materials to check out

Unit ft³ (billing basis — auto-fills from material)

Quantity

{{ it.code }} · {{ it.cubicEach }} ft³/unit

×{{ it.qty }}

{{ it.totalCube }} ft³

Generate rental invoice

Bill a client for a month or a custom date range.

Bill from

Bill to (client)

Job site

Billing

Tag #

Billing method

Invoice month

From date

To date

Material · qty × ft³ × days{{ rateLabel }}

No billable rental days for this job in the selected period.

Invoice total

Period · {{ periodLabel }}

Active rentals on site

accruing {{ accruePerDay }} / day

{{ sec.tagCount }} · {{ sec.jobAccrued }} accrued · {{ sec.jobPerDay }}/day

{{ g.itemCount }} · {{ g.cubeTotal }} ft³ on hire · since {{ g.started }}

{{ g.perDay }}/day

×{{ r.qty }}

{{ r.days }}d

No materials are currently checked out. Use the form above to check out material to a job site.

Generated rental invoices

Invoice	Client	Period	Issued	Total
{{ r.num }}	{{ r.client }}	{{ r.period }}	{{ r.date }}	{{ r.total }}

Material catalog

Imported from inventory · {{ catalogTotal }} SKUs · purchase date & lot tracked

Item #	Material	Category	On hand	Avail	Purchased	PO / Lot	Unit $
{{ r.code }}	{{ r.name }}	{{ r.category }}	{{ r.qty }}	{{ r.avail }}	{{ r.purchased }}	{{ r.po }}	{{ r.cost }}

Showing {{ catalogShown }} of {{ catalogTotal }} materials

Inventory audit & write-offs

Record stock taken out — missing, damaged, or sold. The quantity comes straight off on-hand and available, and is logged below with the date.

Material

Qty out

Reason

Date

Note (optional)

Date	Material	Reason	Qty out	Note	By
{{ a.date }}	{{ a.name }} {{ a.code }}	{{ a.reason }}	−{{ a.qty }}	{{ a.note }}	{{ a.by }}

No write-offs recorded yet. Use the form above when stock goes missing, is damaged, or gets sold.

Tag / charge	Amount
Tag {{ g.tag }} · {{ g.items }}
{{ r.basis }}	{{ r.amount }}
Tag {{ g.tag }} subtotal	{{ g.subtotal }}

Material	Qty	Start	Days
Tag {{ tg.tag }} · {{ tg.cubeLabel }}
{{ ln.name }} {{ ln.code }}	{{ ln.qty }}	{{ ln.startFmt }}	{{ ln.days }}
Tag {{ tg.tag }} rental			{{ tg.subtotal }}

From field ticket to paid invoice — in one place.

Sign in

Client workspaces

WO #	Tag #	M/S	Approver	Date Up	Date Down	Last Bill	Size	Cubic ft	Daily RR	Days	Amount
Sum for WO# {{ g.wo }}
{{ r.wo }}	{{ r.tag }}	{{ r.ms }}	{{ r.approver }}	{{ r.dateUpFmt }}	{{ r.dateDownFmt }}	{{ r.lastBillFmt }}	{{ r.size }}	{{ r.cubic }}	{{ r.dailyRRFmt }}	{{ r.billingDays }}	{{ r.amountFmt }}
Total:											{{ g.subtotalFmt }}