A **work** is one billable field job: customer, site, date, service type, priority, pricing and technicians’ **work sheets**.

**How to open:** **Field service** → **Works**

---

## Work vs work sheet

- **Work** — one order or visit (billable whole).
- **Work sheet** — each technician’s fillable sheet under that work.

Several technicians → usually several sheets. Mark one as **lead**.

---

## Who is the lead technician?

The **lead technician** is the main person on site for that work. Office marks them while planning.

### How office sets the lead

1. Open the work or planning dialog (**Plan technician sheets**).
2. Add technicians (**Add technician** / **Add worker**).
3. On one row tick **Lead**.
4. Save.

Only one lead at a time. Marking another clears the previous lead.

### What the lead does on site

| Action | Lead | Other technicians |
|--------|------|-------------------|
| **I am on site** | Yes — only them | No |
| Customer signature | Yes | Usually on lead’s sheet |
| Description, photos, materials | Yes | Yes, on their own sheet |
| **Submit work sheet** | Yes | Yes |
| Time window | Their start/end is the frame | Others must stay inside that frame |

The system keeps helper times inside the lead’s start and end.

### Wrong lead?

- The right person cannot tap **I am on site**.
- Customer signature lands on the wrong sheet.
- Others’ times lock to the wrong window.

**Fix:** office opens the work → ticks **Lead** on the correct row → saves. Technicians reopen their sheets.

### No lead marked?

On save the **first technician** is often set as lead automatically. Always check **Lead** is on the right row.

### Single technician

They are the lead and get all main buttons.

Step-by-step on site: [Worker terminal](https://help.flowbyte.ee/hc/wiki/articles/worker-terminal).

---

## Statuses

| Status | What it means |
|--------|---------------|
| **Planned** | Office created / planned the work; technicians may still be unassigned. |
| **Assigned** | Technicians / sheets are assigned (older rows may show as **In progress**). |
| **In progress** | Work is underway on site — technicians fill sheets. |
| **Completed** | Work is done; office can invoice. |
| **Invoiced** | Office created the sales invoice. |
| **Cancelled** | Office cancelled the work. |

---

## Creating a work (office)

1. **Works** → **New work**.
2. Pick **customer** and site / address (needed for Operations map and Maps/Waze).
3. Set date, type, priority.
4. Pricing (call-out, hourly, km) — defaults from manager settings.
5. **Plan technician sheets**:
   - add technicians
   - **Best matching technicians** → **Assign**, or pick manually
   - tick one **Lead**
   - pick a **vehicle** if needed
6. **Save** — sheets are created.

See [Technician suggestions](https://help.flowbyte.ee/hc/wiki/articles/technician-suggestions).

You can also plan from **Manager dashboard** → calendar / backlog.

---

## After planning

- Technicians see stops on the **Operations map** (Google Maps / Waze).
- Sheets appear in **Worker terminal** → **My works**.
- Office monitors **Work sheets**.

---

## Invoicing

1. Open the work.
2. Tap **Invoice work**.
3. Review preview.
4. Create the **sales invoice**.

Call-out vs hours: manager setting “Call-out fee up to (hours)”.

---

## Related guides

- [Worker terminal](https://help.flowbyte.ee/hc/wiki/articles/worker-terminal)
- [Work sheets](https://help.flowbyte.ee/hc/wiki/articles/work-sheets)
- [Operations map](https://help.flowbyte.ee/hc/wiki/articles/operations-map)
- [Handover acts](https://help.flowbyte.ee/hc/wiki/articles/handover-acts)
- [Manager dashboard and settings](https://help.flowbyte.ee/hc/wiki/articles/manager-dashboard)
- [Technician suggestions](https://help.flowbyte.ee/hc/wiki/articles/technician-suggestions)