Use this quick guide for invoices and change orders.
Do I need FieldOps access to submit a bill?
No. Choose your name and enter the private PIN Jose gave you. It does not give you FieldOps access. This browser remembers you for 60 days.
What do I need to send?
Enter the amount and a short description. Choose your trade and company. A photo of the work or invoice helps Jose review it, but it is optional—not required.
What if my job is not listed?
Choose your job from the dropdown. If it is not there, select Other / New and enter the job address.
Should I send a bill or a change order?
Use a bill to request payment for agreed work. Use a change order to request approval for extra work. Submit extra work as a change order, not inside a bill.
Do I need an approval or PO number?
For a change order, yes—the system requires an approval / PO number before you can submit it. Get it from Jose or your supervisor first. A bill does not require a PO number.
When will I see my status or payment?
Your status updates when Jose records an approval, denial, or payment in FieldOps. QuickBooks does not update this automatically. Sending a submission does not mark it paid.