Field
Capture the extra work
What changed, who decided, and what evidence travels with the ticket.
Example workflow
Field change to billing
When scope, conditions, or decisions change on site, the extra work has to reach office review, client approval, and billing without disappearing into texts, photos, and chase cycles. This is one concrete path we install.
Office
Review, assign, price, track
Named owner. Clear next action. No restarting the same thread.
Client
Approve with documentation
Decision is logged against the pack, not buried in a chat history.
Billing
Move approved work forward
Approved extras enter the billing process without another chase cycle.
What the installed path includes
| Capture | What changed, where, when, who decided, and what evidence exists. |
|---|---|
| Ownership | Who in the office receives it and what done means for that handoff. |
| Timing | When the item must leave the field so office action can still happen in time. |
| Tools | Installed into the systems the company already uses: forms, shared inboxes, project tools, or messaging where that is practical. |
| Check | A verification pass on whether items arrive complete, owned, and actionable. |
If a different path is the costliest break in your company, the assessment names that instead. Invoice handoff, parts coordination, labour capture, and documentation readiness are all fair game. The method stays the same.