Case workflow
An emergency call-out, end to end
From the dispatcher's drag to the payment hitting the invoice.
The situation
A leak is reported at 08:05. The dispatcher has three engineers, one van is in the workshop and the customer needs proof that the site was made safe. The paperwork has to survive the insurance claim.
The workflow
Take the call
Create the job from the customer and site. Add the access notes, the asset and the urgency.
Dispatch
Drag the job onto the timeline. The closest qualified engineer accepts it.
Start safely
Complete the RAMS and SPA on the phone. The customer contact signs the briefing.
Do the work
Capture before and after photos, parts, notes and the customer signature.
Claim the expense
Photograph the parking receipt. Correct the OCR fields and submit the claim.
Invoice and track payment
Raise the invoice from the job and record the payment when it arrives.
Features used
Job scheduling
Field worker app
RAMS and SPA
Signatures and photos
Receipt OCR
Invoicing
What happened
The leak call came in at 08:05. By 08:12 the job was on the timeline, and the engineer had the site notes and the RAMS on their phone. The rest of the day was not dramatic: the engineer made the site safe, photographed the leak, replaced the isolation valve, captured the customer signature and scanned the parking receipt. The office approved the expense, raised the invoice from the job, and the payment was allocated the following week. The point is not that any one step is clever. It is that the same record carried the evidence from the call to the cash.
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Book a demoMore from the field
A job loses context every time it changes hands. Here is how one connected record covers the customer, the site, the engineer, the evidence and the invoice — with a walk through the FieldElite demo workspace.
Most of the expense admin is not the approval. It is finding the receipt, reading it and retyping the same totals. OCR removes the retyping, but only if a person still checks the result.
A leak at a managed site becomes a scheduled job, a signed RAMS, photo evidence, an OCR receipt and a paid invoice.