How to Invoice for a Crane Job

1. 01

   Capture the field ticket during the job

   While on site, the operator opens the field ticket from the mobile PWA and enters the hours worked, standby hours, materials used, and any additional charges. The operator takes photos of the lift and site conditions to document the work. All entries are tied to the job record, the crane, and the operator's cert record.

2. 02

   Get the GC's signature on the field ticket

   Present the field ticket to the GC representative on site for review. The GC reviews the hours, fuel, and materials, then signs digitally on the operator's mobile device or their own. The signature is timestamped and GPS-located. A signed ticket cannot be edited after signature, creating an immutable record.

3. 03

   Generate the invoice from the signed field ticket

   After the GC signs the ticket, CraneOp prices it against the rate card frozen to this job and builds the invoice automatically as a draft. No re-entry is required. The draft reflects the exact hours, fuel, and materials from the ticket. Standby time is captured on the standby queue as it happens and posts to the same draft. Review the draft and send it when you are ready: sending is a deliberate step, never automatic.

4. 04

   Track invoice status in the dashboard

   View the invoice in the invoicing dashboard where status is shown as Draft, Sent, Partial, Paid, or Overdue. Dispatchers can see which invoices are still outstanding and how long they have been outstanding, without making phone calls.

5. 05

   Process ACH or card payment

   The GC pays the invoice by clicking the payment link in the invoice email. ACH is the primary rail and runs through Modern Treasury, with card available as a fallback through the crane company's own Stripe Connect account. Either way the money is deposited directly into the crane company's bank account. Payment status updates in the dashboard automatically.

6. 06

   Handle unpaid invoices with dunning

   If an invoice is not paid by the due date, the dunning sequence starts automatically. Day 7: follow-up email. Day 14: email and SMS. Day 21: phone call task appears in the dispatcher's task list. Day 30: certified mail final demand is sent via Lob. Day 45: collections handoff. No manual intervention is needed to trigger these steps.