On-Site Invoicing

FieldGenius lets you build a complete invoice on-site and collect payment before you leave the driveway. Everything syncs to DramTrade in real time when you're online, or queues for sync in offline mode.

Opening the Quote Screen

From within an active job, tap the Quote tab in the job workflow. The quote screen starts with an empty line item list.

Using the Price Book

Your company's price book is preloaded on your device during sync. To add items:

1. Tap Add Item.
2. Search by item name, SKU, or category.
3. Tap an item to add it at the standard price.
4. Adjust the quantity using the +/- controls.

The price book syncs automatically each time you open the app with an internet connection. If you're offline, you'll use the last synced version.

Custom Line Items

If a service or part isn't in the price book:

1. Tap Add Custom Item.
2. Enter a description, unit price, and quantity.
3. Select the appropriate tax category.

Custom items are recorded in DramTrade and can be promoted to the price book by a manager later.

Discounts & Adjustments

• Line-level discount: Swipe left on any line item, tap Discount, and enter a percentage or dollar amount.
• Invoice-level discount: Tap the totals area and select Add Discount to apply a discount across the full invoice.

Discounts require a reason code. Select from the dropdown (e.g., Loyalty, Manager Override, Promotional) or type a custom note.

Tax & Subtotals

The invoice footer shows a live breakdown:

• Subtotal
• Tax (calculated from your company's configured rate and the tax category of each item)
• Total due

Collecting Payment

Once the quote is finalized, tap Collect Payment. Choose the payment method:

Method	Notes
Credit / Debit Card	Tap or swipe via the connected card reader, or enter manually
ACH / Bank Transfer	Customer enters routing and account number
Cash	Record cash received; change amount is calculated
Invoice Later	Mark as invoiced — customer pays via email link

For card payments, FieldGenius connects to the card reader via Bluetooth. Pair your reader once in Profile > Payment Device and it reconnects automatically.

Syncing to DramTrade

Completed invoices sync to DramTrade the moment payment is recorded (online) or when connectivity is restored (offline). In DramTrade, the invoice appears under the customer's job record with all line items, payment method, and technician notes attached.

The customer receives an email receipt automatically if an email address is on file.