An itemised estimate first
The estimate shows covered work, payable spare parts and additional service charges as separate lines, so the customer sees exactly what they are approving.
Field Service · Billing, Closure & Service Control
Estimates, Billing & Collections
Turn approved parts and services into a clear customer bill.
From estimate to invoice to collection, with each stage recorded separately so nothing is assumed.
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Approved work → invoice
₹1,900Before tax3Approved linesUnpaidCollection
Standard installationSR-24081 · qty 1₹800
Duct kit · DK-150Approved on site₹650
Additional duct fittingApproved on site₹450
Illustrative workflow · sample records
In detail
What Estimates, Billing & Collections does
Part of Billing, Closure & Service Control in Field Service Management. Close the customer issue, reconcile the technician’s parts and give finance a bill it can trace back to approved work.
The invoice follows the approval
Approved quantities and rates carry straight into the invoice. Tax treatment and collection methods are configured for your business during setup.
Completion is not payment
Payment status is tracked separately from job completion. Receipts and outstanding balances are reconciled against the ticket, so finance can follow up without reopening field work.
Try it
Try Estimates, Billing & Collections in the sample workspace
Interactive, with fictional records. Select records and try the actions; the panel this module is about is highlighted.
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QUIPCOM OPERATIONS
After-sales service
Bengaluru service network
Open requests4Installation, repair & AMC
Appointments2Confirmed customer slots
Awaiting parts1Heating element · Aura 25
Purchase channels4One service record per appliance
Installation invoice
SR-24081 · Priya Sharma · Sample completed job
| Approved line item | Qty | Amount |
|---|---|---|
| Standard installation | 1 | ₹800 |
| Duct kit · DK-150 | 1 | ₹650 |
| Additional duct fitting | 1 | ₹450 |
Subtotal before tax₹1,900
Illustrative catalogue rates. Tax treatment is configured during setup.
Billing & collection
Service completion does not imply payment.
Job statusCompleted · signed job sheet
InvoiceAwaiting billing review
Collection statusUnpaid · ₹1,900 before tax
Stock reconciliation1 duct kit consumed against SR-24081
Check rates and sign-off before approval.
Where it fits
Close the job, bill the approved work, keep the follow-through visible
Estimates, Billing & Collections is 1 of 3 modules in this area. Each one works on the same record.
The Field Service workflow, end to end
Follow an installation request from the first customer call to a signed job sheet. The same record supports repairs, chargeable work and return visits.
- 01Customer → service desk
Raise the request
Capture the installation or repair request, wherever the appliance was bought.
Ticket + purchase details - 02Service desk
Verify & assign
Check invoice and coverage. Route the ticket to the right service centre.
Named centre & owner - 03Dispatcher
Book the visit
Match skills and availability, confirm the slot and reserve expected parts.
Prepared technician - 04Technician app
Resolve on site
Diagnose, add approved parts or services and capture the completed work.
Signed mobile job sheet - 05Service desk & finance
Bill & follow through
Invoice approved charges, track collection and close or schedule a return visit.
Updated service history
Who uses it
Who works with Estimates, Billing & Collections
Billing & stores
Reconciles approved charges, payment receipts, consumed stock and returned parts.
- Invoices built from approved lines
- Payment tracked separately from completion
- Consumed and returned parts reconciled to the ticket
Related
More in Billing, Closure & Service Control
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AMC & return visits
1AMC visit1Return visit1Escalation
SR-24084Arjun Nair · AMC cleaningConfirm slot
SR-24083Neha Iyer · return visitParts pending
SR-24082Rahul Mehta · coverage reviewSupervisor
Illustrative workflow · sample records
AMC, Repeat Visits & Escalations
Keep service commitments visible after the first visit.
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Service exceptions
4Open1Parts pending1Unpaid
SR-24083Awaiting heating elementStores
SR-24084Appointment not confirmedDispatcher
SR-24081Sample invoice unpaidBilling
Illustrative workflow · sample records
After-sales Performance
Know why jobs remain open, not just how many closed.
Bring one real service ticket.
We’ll walk it from intake to the technician’s job sheet and the final bill, configured to your service centres on the call.