Before
- Search three places for every PO.
- Rekey invoices into three portals.
- Build the unbilled list in Excel at month end.
Roles
Service Billing
a specialty contractor professional who prepares and sends invoices for completed service calls and resolves billing disputes with customers
Your job, minus the screen work
You turn completed service calls into invoices customers pay without a phone call. Right customer, right site, right rate, right tax, PO and signature attached. Most billing errors are made long before the invoice, at intake and dispatch.
Where your week goes
- Hunting for the customer PO in the ticket, the email or the portal
- Calling technicians to decode notes and missing times
- Repricing tickets with the wrong rate class
- Rekeying invoices into customer portals with different required fields
- Answering portal rejection emails and resubmitting
- Building the unbilled work list at month end
What an agent takes over
Call intake
Records the bill-to, site, PO, not-to-exceed and coverage before the truck rolls.
Tax and coverage
Sets the tax status and checks agreement and warranty coverage by exact rule.
Dispatch checks
Holds jobs that need a PO and compares estimates against the not-to-exceed amount.
Rate class match
Assigns technicians with the right certification and records the rate class that will hit the invoice.
Portal prep
Prepares invoices for each customer portal with that portal's required fields filled.
What stays with you
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Disputes, credit memos and calls with customer accounts payable
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Pricing exceptions and unclear agreement coverage
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Warranty denials and credit holds
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Month-end sign-off and ownership of the rate, markup and tax tables
Apps you already juggle
Trimble Viewpoint Vista or your ERP's service module, field service apps, mobile devices, customer portals, Outlook, Excel and SharePoint. Product →
- Trimble Viewpoint Vista
- ERP's service module
- field service apps
- mobile devices
- customer portals
- Outlook
- Excel
- SharePoint
A week, before and after
After
- Invoices arrive with PO, coverage, tax and rate class already set.
- Approve portal submissions the agent prepared.
- Read the unbilled report daily instead of monthly.
See every workflow for your role
See every service workflow from intake to payment that an agent can run for billing.
Service Billing workflow catalog 21 constructionNo prompts. No babysitting. No Integrations.