What this guide covers
This guide walks through how to set up create mobile field service invoices for a mobile field service site on LuperIQ — from the first configuration step through publishing, then through the ongoing workflow that keeps it useful instead of letting it rot.
If you're just looking for the high-level explanation of what this layer does, the create mobile field service invoices feature page covers that. This page is the operational guide.
Step 1 — initial configuration
Open the admin panel and navigate to the relevant module section. For most mobile field service firms, the defaults are tuned for legal/accounting/agency workflow — small adjustments will make the system fit your specific firm faster than starting from a blank slate.
Set the basics: business hours, time zone, default appointment duration (or invoice cycle, or portal access roles, depending on which feature this guide covers). Save. Watch the public-facing page update in real time on the preview pane.
Step 2 — connect the workflow
Most mobile field service workflows aren't single-step. The intake form connects to scheduling, scheduling connects to engagement letters (via the contracts module), engagement letters connect to invoicing, invoicing connects to the portal. This step wires those connections.
The default wiring is sensible for most mobile field service firms. If your firm bills differently (e.g., contingency-only, or no retainer, or pre-payment) — the relevant flag is in the module settings. Toggle it; the rest of the system reconfigures.
Step 3 — go live and watch
Publish. Watch the first real interactions in the customer-journey analytics view. The first week is when you'll spot any rough edges — an unclear field on the booking form, a confusing CTA, a portal field that needed renaming. Fix those quickly while real signal is fresh.
After that, this layer mostly runs itself. The exceptions are seasonal — a mobile field service firm in tax season looks different from off-season — and that's why the analytics layer exists. It tells you when to cut a new campaign or open more capacity.
Common mistakes to avoid
Don't treat each module as separate. The whole point of a unified platform is that scheduling KNOWS about invoicing which KNOWS about the portal. If you find yourself manually copying data between modules, something is misconfigured — open a support ticket and we'll sort it.
Don't disable the audit trail to clean up logs. Audit trails are the compliance story for mobile field service firms. They look like clutter; they're actually your protection during a malpractice claim, an insurance audit, or a state-bar inquiry.