BizApp360 Field Job Card Rollout (Delivery)

BizApp360 Field Job Card Rollout (Delivery)

1. 01

   Configure role-based dashboards for owner, manager, technician, and finance

   In BizApp360, assign each user role to control visibility of job cards, quotes, and invoices. This ensures technicians only see assigned field jobs while finance sees billing data.

2. 02

   Set up quote-to-invoice workflow with job templates

   Create job templates in BizApp360 for recurring service types. Link each template to a quote and invoice sequence so field jobs automatically generate billing documents upon completion.

3. 03

   Enable field technician mobile job cards

   Activate the mobile job card feature for technicians. Configure required fields such as job status, time tracking, and sign-off capture to standardize field data collection.

4. 04

   Integrate accounting software for bookkeeper-ready exports

   Connect BizApp360 to Sage, QuickBooks, Xero, or Zoho. Map invoice and payment data to the accounting chart of accounts to automate financial reconciliation.

5. 05

   Prepare payroll from technician timesheets

   Use BizApp360's timesheet data to calculate payroll for field staff. Verify hours against job cards before exporting to the payroll module.

6. 06

   Test the client portal with branded interface

   If on Scale Enterprise plan or above, configure the white-label client portal with the client's branding. Test lead capture, quote approval, and invoice payment flows before go-live.

7. 07

   Train client staff on role-specific workflows

   Conduct a walkthrough for each user role, focusing on job card creation, scheduling, and invoice review. Confirm technicians can complete sign-off and managers can monitor job status.

8. 08

   Launch and monitor first week of field operations

   Go live with the first client. Review job completion rates, invoice generation, and any data discrepancies. Adjust job templates or dashboard permissions as needed.