FIELD SERVICE · TICKET RECORDS

Record ticket details.Attach the paperwork.

Office teams enter field-ticket details, attach source paperwork to the saved record and export ticket data as CSV for a manual handoff to their existing billing workflow.

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Built for construction and skilled-trades businesses—including contractors, electricians, plumbers, HVAC companies, and roofers—as well as oilfield service companies.

Ticket details entered by your office team.Source paperwork attached to the saved record.

THE HANDOFF

A field-ticket record, prepared for a manual handoff.

Enter ticket details, attach source paperwork after saving, and export the record data to CSV. Your team keeps using its existing billing process.

01Start · manual ticket entry
Start with the ticket details your team has.
Office teams enter field-ticket details in a TallyRook record. The form requires a customer or operator, service date and work performed when saving.
02Next · attach source paperwork
Keep the source paperwork with the record.
After saving a field ticket, office teams can attach its source paperwork. TallyRook stores the files with the record; it does not parse them into ticket fields.
03Then · prepare a manual handoff
Export ticket records for your billing workflow.
Choose invoice-preparation details for the workspace, then export ticket data as CSV for a manual handoff. TallyRook does not create invoices or connect directly to billing software.

field ticket · manual entry

Ticket detailsEntered by office team

Saved recordCustomer · service date · work

Source paperworkAttached after saving

Office team prepares a record4

CSV for manual handoff

Ticket data exportedCSV for your existing billing workflowManual handoff
Invoice preferences savedChoose the details your team selectsSaved
Ticket details enteredCustomer · service date · work performedManual entry
Source paperwork attachedFiles stay with the saved ticketAttached

manual CSV handoff

Field-ticket recordDetails entered by office team

CSV fileTicket data downloaded

Existing billing workflowFile moved by your team

MADE FOR THE OFFICE SIDE OF THE WORK

From manual ticket entry to CSV export.

Enter field-ticket details, attach paperwork to the saved record, set invoice-preparation preferences and export ticket data for a manual handoff.

Email the TallyRook team

Enter details and attach paperwork

Office teams enter ticket details. After saving, they can attach source paperwork to that record; file contents are not parsed into fields.

Choose invoice-preparation details

Select the ticket details your workspace wants to require for invoice preparation. Those preferences do not flag missing values on saved tickets.

Export a CSV for manual handoff

Download field-ticket data as CSV and move it into your team's existing billing workflow. TallyRook does not create invoices or connect directly to billing software.

INVOICE PREPARATION

Details your workspace can select

Workspace settings let your team select which of these details it wants to require for invoice preparation. Separately, saving a ticket requires customer or operator, service date and work performed. Saved preferences do not check existing records for missing values.

Ticket number
Customer / operator
Service date
Job reference
Site / location
Technician
Crew hours
Work performed
Materials / equipment
Notes