Field Visit to Invoice
Keep service requests, delivery tasks and customer charges connected. Use Datrylo's customer, project, purchase, inventory and invoicing records as the foundation for your service operation.
One visit, two parts, one billing handoff
Follow a practical workflow example from the first request to the next handoff.
| Step | Linked record and result |
|---|---|
| 1 | Office links request VIS-07 to the customer and project task: replace a failed valve at Site A. |
| 2 | The technician uses 2 seals at 5,000 IQD each. The linked parts record totals 10,000 IQD. |
| 3 | Service of 30,000 plus parts of 10,000 gives a 40,000 IQD invoice before tax, after the agreed customer sign-off. |
Inspect the application foundation
Explore Datrylo in action. Select an image for a closer look.
Give each job a clear starting point
Keep the customer, requested work and responsible team together. Project tasks help your team organise the work and follow progress without losing the commercial context.
Bring parts and purchases into the picture
Organise the materials and supplier purchases a job needs. A shared process helps office and service teams agree what was requested, what changed and what should be billed.
Build your field-service workflow
We can develop technician dispatch, visit forms, customer sign-off, service agreements and mobile workflows around your requirements. Scheduling rules, approvals and the handover to invoicing are defined in the implementation scope.
Make the next handover simpler
Tell us how you receive requests and complete visits. We will design the connections between office teams, field teams and customer billing around the way you work.
Explore the connected workflow
Know your stock. Keep business moving.
Connect incoming goods, warehouse movements and customer deliveries in Datrylo Inventory. Give sales, purchasing and warehouse teams the same view of what is available and what is on its way.
Projects that keep people and priorities together
Give every task an owner, a clear stage and a shared place for the conversation. Datrylo Projects helps teams organise delivery without losing the details between handoffs.
Prepare the handoff review
Bring one source transaction, its exception, the responsible roles and the required output document. Use the case above as a starting point for your workflow review.