Work Orders · Field to Invoice
Write it once. Bill it before you leave the site.
Custom work order templates with AI-drafted scope, live side-by-side preview as you type, and one-tap Convert to Invoice from the field. Notes, photos, materials, and labor roll into a professional PDF — and up into your weekly jobsite report automatically.
AI Draft
Scope in seconds
Side-by-side
Form + live PDF
Materials
Barcode or manual
Labor
Auto-pulled from clock
One tap
WO → Invoice
Weekly
Jobsite rollup
New Work Order · WO-1042
Scope of work
Materials
| Qty | Item | Rate | Total |
|---|---|---|---|
| 2 | Sch 40 PVC pipe · 10ft | $18.40 | $36.80 |
| 1 | 4" coupling | $6.25 | $6.25 |
| 4 | 3/8" wedge anchor | $2.10 | $8.40 |
| 1 | Polyurethane sealant | $12.90 | $12.90 |
Labor · auto from time clock
| Cole W. · Foreman | 2.5h | $78/h | $195.00 |
| Miguel R. · Journeyman | 3.0h | $62/h | $186.00 |
| Jordan S. · Laborer | 3.0h | $38/h | $114.00 |
Live preview · WO-1042.pdf
Summit Vertical Group
Lic #C-12894 · summitvertical.com
Work Order
WO-1042
Jobsite
Riverside Tower · Level 7 SW
Date
Mar 14, 2026
Foreman
Cole Whitaker
GC
Kier Construction · R. Patel
Scope
Replace damaged 4" storm drain riser · cut, couple, seal, anchor to wall.
Weekly Jobsite Report · Riverside Tower · Wk 11
Work orders closed
9
3 billable · 6 punch
Billable this week
$14,820
Materials + labor + markup
Invoices generated
3
From field · zero re-entry
Hours logged
184h
6 crew · geo-verified
Work orders the way the field actually works.
Not a rebadged service ticket. DropShield's Work Orders were designed for construction and specialty trades from the first field-tap to the final invoice — with AI drafting, materials & receipt capture, bilingual entry, on-glass signatures, live billable roll-up, and a one-tap conversion to a branded invoice you can send from the truck.
AI-drafted from a photo or voice note
Snap a picture of the damage or dictate the scope. AI drafts the scope of work, suggests line items, estimates labor hours, and pre-fills materials — you review, tweak, approve.
Fully custom templates by trade
Build reusable work order templates per trade — service call, PM, warranty, T&M, emergency call-out. Fields, checklists, required photos, and default line items travel with the template.
Assign crew, equipment & vehicles
Drag workers, assets, and trucks onto the WO. Everyone on the ticket clocks against it automatically. Assigned equipment travels with the assignment record.
Materials, receipts & photos on the fly
Snap a receipt — AI reads vendor, tax, and category. Add materials from your catalog or type free-hand. Before/during/after photos pinned to the work order and geo-tagged.
Failed inspection → repair work order
A red-tagged asset or failed DVIR auto-opens a repair WO on the responsible mechanic's queue — parts, labor, and photo proof close the loop on the same record.
Live billable roll-up
Labor hours × loaded rate + materials × markup + fees — calculated live as the crew works. You see profitability before you leave the site, not next month.
Customer e-signature on-glass
Capture the customer signature on the phone the moment the work is accepted. Timestamped, geo-tagged, and baked into the branded PDF.
One-tap Work Order → Invoice
Convert the completed WO into a branded, itemized invoice with taxes, terms, and payment link — sent from the truck before the crew leaves the driveway.
Weekly jobsite report, auto-composed
Every WO of the week rolls into a Monday jobsite report: hours, materials, incidents, kudos, cost vs. bid — delivered as one branded PDF for GC or owner.
Bilingual EN / ES on every field
Any WO can be authored, executed, and signed in Spanish. Field labels, checklists, and PDFs switch language per user — same underlying record.
Ask DropShield about your work orders
"How many T&M calls did we run for Acme Property last quarter?" "What was our average margin on service tickets in October?" Plain-English answers from your own data.
Insurance-grade audit trail
Every edit, sign-off, photo, and receipt is versioned and timestamped. If a claim ever hits, the WO record is the defensible source of truth.
Every work order feeds jobsite P&L, safety records, and your insurance renewal brief.
Work orders connect to jobsites, safety, assets, and your fleet — one operating system.
See DropShield on your jobsite.
Book a live walkthrough — or skip the call and start a 2-week free trial. Either way, we'll help you get your equipment, crew, jobsites, and work orders loaded fast.
- 20-minute live walkthrough (Demo)
- Full-access 2-week trial, no card required
- Bulk-import onboarding — real training, not a "watch me click" call
- Your top 3 priorities pre-load the agenda