Turn Work into Invoices, Instantly

The Problem: Unbilled Work is Hidden Money

How much completed work is sitting in a pile of paper on someone’s desk, waiting to be invoiced? Every day of delay between finishing a job and sending the bill hurts your cash flow. Manual invoicing is slow, prone to errors, and makes it impossible to see your true Work in Progress (WIP). You risk forgetting to bill for change orders, using the wrong rates, and ultimately, leaving money on the table.

The Solution: A Seamless Path from DWR to “Paid”

Job Book transforms your billing process by creating a direct link between the work done in the field and the invoice sent to the client. Our DWR to Invoice workflow ensures nothing gets missed.

A DWR is more than a timesheet; it’s a complete record of a day’s work, including crew hours, equipment usage (from RTK units to vehicles), and materials. Once a DWR is submitted—either by an individual or a crew chief for their whole team—it enters a streamlined approval process. Project Managers review and approve the charges, and with a single click, all approved work for a Time & Materials job is converted into a professional, accurate invoice. No more re-keying data, no more guesswork.

Real-time dashboards show you exactly what’s been done, what’s been billed, and what’s ready to be invoiced.

How This Helps Your Firm

• ✅ Capture Everything, Bill Everything—Without Errors: Field staff log hours, equipment, materials, and mileage; approved DWRs convert directly into invoices at the correct client-specific rates, so every cost is captured and billed accurately.
• ✅ Slash Administrative Time: With crew timesheets and one-click invoice creation from DWRs, you can cut down on manual data entry by dozens of hours every week.
• ✅ Get Paid Faster: Drastically reduce the time between work completion and invoicing. Bill for T&M jobs the moment the work is approved by the PM.
• ✅ Generate Client-Ready LEMs & Tickets: For clients who require proof of work before an invoice, instantly generate detailed LEM reports (or “Tickets”) from your DWRs, complete with digital signatures.
• ✅ See Your True Financial Picture: The real-time Work in Progress (WIP) Report shows you all completed but unbilled work, giving you an accurate view of your cash flow at all times.

Why Job Book’s Invoicing is Built for Surveyors

Standard accounting software doesn’t understand the operational details of a survey project. Job Book bridges the gap.

• Approval Workflows That Make Sense: Invoices are reviewed first by Project Managers, who have the field context to catch errors or approve change orders, and then by administrators for final processing.
• Flexible for T&M and Fixed-Price Jobs: Whether you’re billing by the hour or for a lump-sum project, our system handles both with ease.
• Client-Specific Rate Sheets: Standard rates? Different rates for a specific client? A unique rate for a single job? Job Book handles it all. Assign rate sheets at the client or job level to ensure billing is always accurate.
• Reporting That Drives Profitability: Go beyond simple invoices. Use the Job Charge Out Rate Report to see exactly where you went over or under budget on a job, providing critical feedback for future estimates.
• A Single Source of Truth: Your PMs can see job profitability and burn rates in Job Book without needing access to sensitive company financials in your accounting software.
• Seamless Accounting Integration: Export approved invoices into QuickBooks (Online & Desktop), Sage, Xero, and other accounting systems, eliminating double-entry and keeping your books accurate.