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This article details the processes associated with completing a Service Appointment, including creation of a Time Sheet Entry record and creation of an Invoice Line Item when a Time Sheet Entry is approved.

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SUMMARY

A When a Service Appointment is typically updated to Status = Completed via the Check Out flow which is available on the Field Service mobile app for support workersSupport Workers. This will trigger a process to create a Time Sheet Entry based on specific rules that are included in the Check Out flow logic.

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An Invoice Line Item is created when a Time Sheet Entry is updated to Status = Approved - Actual OR Approved - Scheduled.

  • If a Time Sheet Entry is automatically approved because the Service Resource has checked in and out on time then Status = Approved - Scheduled.

  • If a Time Sheet Entry is not automatically approved a manager must review the Time Sheet Entry and approve the record, Status = Submitted in this scenario.

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