The following article provides a step by step walkthrough on how to create an invoice in the Ecotrack Techs mobile app
1. On the map view, select the location the work order is located at that you are looking to submit the invoice for. Once you have selected the location on the map view, you will see the list of work orders at that location appear on your screen. See screenshot below for guidance.
2. Select the work order that you are looking to create the invoice for. See screenshot below for guidance.
3. Please ensure that you mark your Work Order as Completed in order for the Add Invoice option to become visible. To begin, navigate to the Work Order Details page. Once there, locate and click on the En Route button. This action signals that you are on your way to the job site. It is important to select this status first, as it starts the service tracking process in the system.
4. When you reach the job location, go back to the Work Order Details page and select the Arrived button. This status update confirms that you have reached the site and are ready to start working. Please refer to the attached screenshots for a visual guide on where to find this option.
5. After the job has been successfully completed, return once more to the Work Order Details page. Tap on the Completed button to finalize the work order. Once this status is selected, the system will enable the Add Invoice button, allowing you to submit your invoice for processing.
**Note if you are are still waiting on a proposal to be approved, do not complete the work order until the proposal has been approved and the NTE has been raised. Once you are ready to invoice, click on the completed button.
6.Once you have updated the work order status to "Completed", you will then see a Add Invoice button appear on the work order details page. Select the Add Invoice button to begin creating the invoice for the work order. See attached screenshot below for guidance.
7. After clicking on the create invoice button, you will now be taking time to fill out the invoice info and create the invoice you need to submit on the work order. Once you have filled out the invoice, click on the Submit Invoice button at the bottom to submit the invoice to your customer. See attached screenshot below for guidance.
