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, standby, 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, the invoice is generated automatically from the ticket data. No re-entry is required. The invoice reflects the exact hours, standby time, and materials from the ticket, applied against the rate card for this GC. The invoice is emailed to the GC within seconds of ticket signature.

4. 04

   Track invoice status in the dashboard

   View the invoice in the invoicing dashboard where status is shown as Sent, Viewed, Paid, or Overdue. When the GC opens the invoice email, the status updates to Viewed. This gives dispatchers real-time visibility into which invoices need follow-up 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. They enter their ACH bank account or card details through the Stripe-hosted payment page. Payment is processed via Stripe Connect and deposited directly into the crane company's connected 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.