# Every job billed on its own. Crews paid on Friday

URL: https://www.orla.finance/en/for/field-services
Markdown twin of that page. Append `.md` to any Orla page URL to get one.

Bluebird Home Services installs and repairs heating, cooling and plumbing with two technicians, three crews on subcontract, an office manager and an outside bookkeeper.

#### An invoice per job, a pay link on the client's phone

The Bennett furnace deposit went out on Wednesday, Dolores Grant's water heater is six days late, Cedar Grove's maintenance plan bills itself on the first. Who owes what, and under which job?

- An invoice per job or per stage under its project: a deposit, the completion, a repair. A quote becomes the invoice without retyping it.
- Paid by card through your own Stripe, by transfer, or on the invoice's pay link; reminders go out by email, or on WhatsApp or SMS from your own number, so the client knows who is writing.
- Recurring invoices for maintenance plans, sent on their day with reminders, and an invoice that marks itself paid when the money lands.
- Late to pay: one row per client with how late the oldest invoice is, the reminders sent, the day they promised, and one next step with its reason; three reminders and silence says it is time to phone.

#### Three crews on subcontract, one Friday batch

Ruiz ran the ductwork on the Bennett furnace, Pham wired it, Clearflow cleared a main line at Harlow. One batch, one signature, and every payout under the job it was for.

- One batch a week: every crew's amount with the job it was for, signed once, paid on the bank account each contact carries.
- A threshold and a quorum: the batch over the line waits for a signature, never from the person who prepared it.
- The money leaves from your own bank account, and Orla cannot send it alone: where Mercury payouts are on, each payment is a request in Mercury's approval queue, under a token that cannot send; in Airwallex the approved payments are lines of a draft batch, one per currency, that a person submits there.
- Ask what is paid this week and whether it all fits: each payment reads fits or move, with the day a client's money is expected on that account. The card only moves a payment later, never earlier.
- A crew is a contact with a rail and a tax id on its card, not a seat; a new one types its own bank details on the link you send.
- Batch payouts on every plan: up to 200 per batch, CSV preview, duplicate warning, autosave, and a template for next Friday.

#### Margin and budget per job, from the rows

The Walsh install was quoted at a margin. With the unit, two crews and an online parts order booked against it, did the margin hold, and who heard when the job's budget ran thin?

- A job is a project: its invoices, the crews' payouts, the bill for the unit and the van card's online orders sit under it, so its margin reads from its rows. A service line can be one too.
- A project carries a total budget: the Profit and Loss row shows the spend against it, and the space is told once at 80 percent and once at 100.
- The Profit and Loss tree splits every category by project, six months side by side, and every figure opens into the rows it was made of.

#### A parts card in every van, charges under the job

Andre orders a capacitor from the supply house's site for pickup, Luke pays a permit fee online. Can each carry a card with a ceiling, and does every charge land under its job with a receipt?

- Virtual cards from one prepaid balance, Visa or Mastercard picked when the card is issued. The cards are virtual and pay online; the balance is topped up in USDT or USDC, and there is no card or bank transfer into it.
- A card per technician with a ceiling, freeze and block; once a day the cards' balance is checked against what the issuer reports, and a difference is told to the owner and admins.
- On the phone a charge is booked with its project, and the Project chip shows what a job has spent so far, from the job.
- The receipt is in the technician's pocket: the office asks for it, he presses Attach a receipt under the ask in Telegram or Slack and sends the photo, and the row closes itself.

#### Supply house bills, queued by job

Tri-County sent the furnace for the Bennett job, Metro the month's fittings, the van lease comes off by direct debit. What is due, and which job carries each?

- Bills arrive as documents and become rows to pay, each filed under the project it belongs to; the item lines on the paper are read too.
- Before a bill is paid, the book looks for the one it already has: the same number written another way (HT-5512 and HT 5512), the same amount from that supplier within ninety days under a new number, or money that already left to them for that amount. A person says duplicate or different bill, and both papers stay.
- A bill flips itself to paid when the matching charge lands in the bank; a direct debit reads charged automatically rather than overdue.

#### The month to the bookkeeper, job by job

Three crews, two vans, a maintenance plan, a dozen jobs, and a bookkeeper who wants every row under its job and every receipt from the vans.

- A closing checklist with a door into each list: rows without a category, rows without an account code, rows without paper, payments without a quorum, and every invoice still unpaid at the close.
- Rows without paper are asked of whoever paid: they answer with the file, No receipt or Not my expense, or press Attach a receipt under the ask in Telegram or Slack. The row closes itself the moment a file arrives, and reminders go on the third and the seventh morning.
- A zip archive, a journal CSV, and each account's feed in the shape QuickBooks Online and Xero import.
- Review, Close, Reopen with a reason; what changed after the export is visible, and an accountant seat reads the closed period without changing it.

#### Four people, three crews, a dozen jobs a week

- Owner: Signs Friday's crew batch, reads the margin and the budget of each job, and approves the big supply bills.
- Office manager: Sends the job invoices and the maintenance plans, prepares the crew batch, pays the supply house, closes the month.
- Technician: Carries a parts card with a ceiling, books each charge under its job from the phone, and sends the receipt photo.
- Accountant: Gets the month with every row under its job, and reads the closed period without changing it.

#### Ask it who has not paid for finished jobs

Jobs end on the doorstep and invoices go out by the dozen: the composer names the client to chase and offers the reminder.

- Who is overdue, and what next: One line per client: how late the oldest invoice is, the reminders sent, what they promised, and one next step with its reason. Write it down and Send it are a press each.
- Receipts from the team: Who is missing which receipt, and one Ask for receipts that sends each person their own list, with reminders on the third and the seventh morning.
- The week's payments: The signing queue, the calendar and the forecast as one order: which of the nine fit this week and which two are marked move, with the day money is next expected.

#### Paid on the doorstep, bills by mail

Crews are paid from your own Mercury or Airwallex, clients pay on the invoice's link by card through your own Stripe or by transfer, reminders go by SMS or WhatsApp from your own number, supply bills come by mail, and the month leaves for QuickBooks or Xero.

#### A van card, never the bank login

- A card, not the bank: A technician carries a card with a ceiling and sees its own charges, never the accounts, the batches or the reports.
- Prepared by one, signed by another: Friday's crew batch is over the threshold, so it waits for a signature, and never from the person who prepared it.
- New details wait: A crew paid before, on a bank account never used, is held until a second person confirms it by phone.
- You sign the mandate: You sign what a van card may spend and the line above which a payout waits for a signature. Below it the office pays the week; a crew paid on details they typed themselves, or a changed bank account, comes back to a person.

#### Your first hour, in three steps

Start free with an email: no card, no time limit, nothing to install.

1. A space for the company. Sign up, and the company gets a space of its own, apart from anything personal. The free plan includes one business space.
2. One account, and the first rows. Connect one bank, exchange or platform, or drop in a statement in any language. The first rows land in minutes, each with its category.
3. One real bill. Drop in a supplier bill's PDF, and watch it become a bill to pay with its supplier, amount and due date.

All it takes: an email and one bill.

#### Questions

##### Can a client pay on the spot when the job is done?

Yes. The invoice carries a pay link: the client pays by card through your own Stripe or by transfer, and the invoice marks itself paid when the money lands. Reminders follow by email, SMS or WhatsApp from your own number.

##### How are crews on subcontract paid?

In one batch from your own bank account under the rule you set: above the threshold the batch waits for a signature from someone other than the person who prepared it. A crew is a contact with a bank account and a tax id on its card, not a seat and never a login.

##### Does a technician see the bank?

No. A technician sees their own card, its ceiling and its charges, and can book a charge under its job from the phone. The accounts, the batches and the reports stay with the people who sign.

##### How is the parts card funded?

From one prepaid balance the space tops up in USDT or USDC; each card gets an amount from it, and a card or a bank transfer cannot top it up. A card can be frozen or blocked at any time.

#### Read next

- What Form 1099-NEC is, and who gets one: https://www.orla.finance/en/glossary/1099-nec
- Pay contractors: a batch inside the mandate: https://www.orla.finance/en/use-cases/pay-contractors
- Late invoices: who owes you, and who to call: https://www.orla.finance/en/use-cases/late-invoices
- Supplier bill approvals for a small team: https://www.orla.finance/en/blog/supplier-bill-approvals-small-team
- Construction and trades: https://www.orla.finance/en/for/construction
- Logistics and distribution: https://www.orla.finance/en/for/logistics