workflow
Install-to-invoice workflow assessment
Define how field completion, quality evidence, exceptions, approvals, billing eligibility, and accounting handoff fit together.
01
Separate physical completion from billing authorization
A field milestone may be complete while documentation, quality, customer, or contract conditions still prevent billing.
- Field completion
- Quality and exception review
- Billing authorization
- Invoice and reconciliation
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Work order and milestone
- Photos, forms, and quality evidence
- Exception and approval
- Billing request and accounting status
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Mobile field capture
- Contract milestone definition
- Accounting system
- Payment and settlement
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What proves completion?
- Who accepts exceptions?
- What authorizes billing?
- How is posting confirmed?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.