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
Every jobsite: managed, documented, monetized.
Jobsite management, live P&L, AI-drafted work orders, branded PDFs, OSHA 300 / 301 injury docs and in-field invoicing — one app, from mobilization to final invoice.
Jobsite command center
Every jobsite has its own hub — crew assignments, equipment on site, hours logged, docs, incidents, and live cost rollup. Scan a QR to check in a person or asset.
Jobsite P&L, live
Labor × rate + asset-days + repair spend + AI-captured receipts, rolled up automatically. Compare to bid. Similar-job lookups sharpen the next estimate.
Work orders + AI work-order support
Create a work order in the field or let AI draft one from a voice note or photo. Scope, materials, labor and pricing suggested — you approve & send.
Professional branded PDFs
Work orders, daily jobsite summaries, punch lists, DVIRs and inspection reports export as customer-ready PDFs with your logo, signatures and photos.
Injury & incident reporting
OSHA 300 / 300A / 301-aligned injury logs, plus 14-field operational incident capture with photos, witness statements and signatures. Year-end log auto-populates.
In-field professional invoicing
Turn an approved work order into an invoice on the phone. Line items, taxes, terms, e-signature — sent as a branded PDF before the crew leaves the site.
Jobsite Closeout Report
Riverside Tower — Level 7
412 Riverside Dr · Report #DS-08841 · Nov 14, 2026
Labor
$8,420
Assets
42 items
Margin
+21%
Site Supervisor · e-signed
Sent to GC · Nov 14 4:12 PM
Every export carries your logo, signatures, GPS-stamped photos and DropShield audit trail.
One view of every jobsite. Connected, financial, assignable.
The Portfolio gives leadership a live, high-level look at every active jobsite — crew, work orders, actuals vs bid. Each site drills into a calendar-based Feed for notes, to-dos, and assignments, plus a milestone timeline with budget, actuals and owners at every stage.
Jobsite Portfolio
Live snapshot · 4 active sites
Total actuals
$630K
Riverside Tower
FramingMill District Phase II
SiteworkNorth 14th & Oak
Punch listBeacon Hill Retail
MobilizingJobsite Feed · Riverside Tower
Notes · to-dos · assignments
Cole W.
8:42aKudos to Miguel — perfect fall-pro inspection, 3rd this month.
Site: Riverside Tower
9:15aHarness DS-1442 red-tagged — pulled from assignable pool.
To-do · assigned to Ana R.
Due FriUpload signed subcontractor COI before pour on 11/22.
Milestone
In 5 daysLevel 7 slab pour scheduled 11/22 · 6 crew · 2 pumps.
Jorge M. (foreman)
10:03aGC requested revised punch list — draft sent for approval.
Timeline & Milestones · Riverside Tower
Financials, owners & status per stage
Excavation & footings
Budget
$68K
Actual
$64K
Foundation
Budget
$142K
Actual
$139K
Structural framing
Budget
$310K
Actual
$248K
MEP rough-in
Budget
$180K
Actual
$41K
Envelope & roofing
Budget
$220K
Actual
$0
Interior + finishes
Budget
$275K
Actual
$0
Connective by design — every milestone, feed note, and portfolio dollar links back to a person, an asset, and a document.
See how work orders connect to safety, assets, and your fleet.
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