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- Field Installation PSA
- Who it's for
- Milestone-led delivery
Milestone-led delivery
Teams that bill against installation deliverables need a clear record of what was due, what was accepted and what collection has been recorded. A site milestone carries the deliverable summary, amount, due date, owner and installation link. The Billing Coordinator follows a valid approved milestone through the invoice operation, then monitors its linked payment record.
How Field Installation PSA is set up for you
Delivery definition
Name the milestone and summarize the installation deliverable so the reviewer can identify what was completed.
Decision owner
The Installation Manager checks the submitted milestone and changes it to Approved when the deliverable and amount are acceptable.
Invoice guard
The invoice operation requires an amount and linked installation engagement; its receipt records success or failure.
Collection position
The payment record carries invoice number, due date, amount, method and current status.
Exception follow-up
Overdue and Disputed payment states remain visible to the billing team.
Teams that bill against installation deliverables need a clear record of what was due, what was accepted and what collection has been recorded. A site milestone carries the deliverable summary, amount, due date, owner and installation link. The Billing Coordinator follows a valid approved milestone through the invoice operation, then monitors its linked payment record.
A field group might complete a site handoff while the engagement still has other work under way. The milestone owner enters the handoff summary and due date under the engagement. After approval, the Billing Coordinator invokes the site milestone invoice operation. A successful action moves the milestone to Invoiced. When a linked payment is marked Received, the payment receipt operation records that event. The engagement can still remain Active until all field work is complete.
Start with one active engagement and a milestone whose amount and deliverable can be checked against the agreement. Rehearse the manager's approval, the invoice action and the coordinator's payment entry. Read both operation receipts. Then try an Approved milestone without an amount and confirm that the invoice action leaves it Approved with a Failed receipt. That exception clarifies what the billing team must fix before a second attempt.
Agree where the customer invoice is issued and how funds are confirmed outside the app. The app records billing and payment states and the operation outcomes. The team should reconcile those records with its invoicing and accounting systems before reporting collection as settled. The milestone and payment views help the coordinator keep open items in sight.
Features to start with
Roles on the team
- Field Operations Director
- Owns delivery oversight and reviews installation economics across organizations.
- Installation Manager
- Owns installation plans, field work review and milestone readiness.
- Billing Coordinator
- Prepares milestone invoices and reconciles recorded payment outcomes.
- Admin
- Configures access, reference records and operating setup.
Set up Field Installation PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.