From quote to payment. All connected.

Schedule your jobs, get reports signed on mobile and invoice without retyping. Meta Field brings the office and the technicians together in one tool.

Meta Field · Jobs
Meta Field jobs calendar for October, with installation and service jobs across the month
Meta Field on a phone: a camera installation job in progress
Why Meta Field

If your team relies on whiteboards, spreadsheets and paper job sheets, keeping everyone up to date takes extra work. Meta Field gives the office and technicians one shared system, from the first quote to the paid invoice.

How it works

One record, from the first quote to the final payment.

The quote becomes the job, the signed report becomes the invoice, and the invoice posts to the ledger. Each step picks up where the last one left off.

  1. 01

    Quote

    Price the work with line items, discounts and tax. When the client accepts, the quote becomes a job in one click.

  2. 02

    Schedule

    Place the job on the calendar, the Kanban board or the table, assign the team, and keep it tied to the client’s service agreement.

  3. 03

    On site

    The technician checks in from their phone and records notes, photos and materials. With no signal, they keep working.

  4. 04

    Signed

    Technician and client both sign on the phone. Change the report afterwards and both signatures are voided.

  5. 05

    Invoiced

    The invoice is generated from the signed report, with every variation already classified. Nothing is retyped.

  6. 06

    Paid

    Record payments against the invoice and watch the balance reach zero. Revenue and receivables are already in the ledger.

See the workflow in 45 seconds.

Watch the same job move from the office to the technician’s phone, through the signed report and into the books.

How it connects

Every step feeds the next.

The job carries the quote, the agreement and the stock into the field. The signed report becomes the invoice, and the books update themselves.

Features

When the job does not go to plan.

No signal, a change in scope or stock in the wrong van: Meta Field includes tools for handling the complications behind the workflow.

Works without signal

Basements, plant rooms and rural sites don’t stop the job. Reports, photos, signatures and status changes are saved on the phone, then synced to the office in the order they were made. If someone changed the same record at the office, the conflict is flagged.

Waiting to syncNo signalBack online
Report RPT-00082 editedVilla multi-room audio
4 site photosAttached to JOB-00085
Client signatureAzure Point Villas
Status changed to CompletedAlso edited at the office
Response4 hours
Resolution24 hours
Covered equipmentCCTV cameras, access control, alarm panel

Service agreements

Each agreement stores its SLA targets and the equipment it covers, and jobs are tracked against it.

RPT-000823 variations
Ceiling speakers × 6OriginalRe-measured$2,640.00
Extra zone wiringAdditional WorksClient request$420.00
Wall plate, not fittedOmitted WorksSite condition−$180.00

Every variation accounted for

Five classifications, from Original to Omitted Works, and four reason tags: Site condition, Client request, Design change and Re-measured. On the report and on the invoice.

Job JOB-00085 completedBalanced
Dr5000Cost of goods sold, labour$640.00
Cr2000Accrued wages payable$640.00
Invoice INV-00113 sentBalanced
Dr1100Accounts receivable$4,280.00
Cr4000Service revenue$4,280.00

Double-entry accounting, built in

Completed jobs and sent invoices post to the ledger by themselves, so the P&L, balance sheet and trial balance are ready when you are.

Van 021 low
Sentinel Bullet 6MP camera3 of 10
Cat6 cable, 305 m box7 of 12
PoE switch, 8 port4 of 6

Stock, van by van

Warehouses and vans, transfers, serial numbers and barcode scanning, with purchase orders that need approval and can be received in parts.

Revenue by month12 months
NovOct

See how the work is performing

Track revenue, completion rates, on-time performance and technician utilisation over the last twelve months.

Super adminOrg adminOperations managerDispatcherSenior technicianTechnicianInventory managerAccountantClient portal

Nine roles, one client portal

Built-in roles with editable permissions, and a portal where clients see their own jobs, invoices and reports.

In the field
Meta Field on a phone: a finalized report sheet for a villa audio job
Report finalizedSigned by both parties
OfflineStill working

Keep the work moving on site.

Those tools need to work where the job happens. Meta Field’s field interface is designed for one hand, small screens and unreliable connections.

  • Check in from the jobLive check-ins show up on the office dashboard as they happen.
  • Notes, photos and materialsRecorded against the job while the technician is still on site.
  • Signed by both partiesTechnician and client sign on the same screen before anyone leaves.
  • Nothing to installRuns in the phone’s browser. No app store, no updates to chase.
Inside Meta Field

One set of records across the business.

The mobile workflow is part of a wider system. These groups bring operations, field work, billing, stock, accounting, reporting and team access together.

  • Operations

    Plan the week, dispatch the team and keep every service agreement on target.

    Dashboard, Jobs, Scheduling, Service agreements, Projects
  • Field

    Technicians record, photograph and get the work signed on site, with or without signal.

    Reports, check-ins, offline sync
  • Billing

    Quote, invoice and record payments, with every variation already classified.

    Quotes, Invoices, Client portal
  • Stock

    Know what sits in each warehouse and van, and reorder with approval.

    Inventory, Purchase orders, Suppliers
  • Books

    A double-entry ledger that fills itself as jobs complete and invoices go out.

    Accounting: P&L, balance sheet, trial balance
  • Insight

    Revenue by period, completion and on-time rates, technician utilisation.

    Analytics
  • Team

    Nine built-in roles with permissions you can edit.

    Staff and roles
FAQ

Before you book a demo.

Here are answers on offline work, signatures, accounting and access. We can walk through anything else in the demo.

Does it work where there is no signal?

Yes. Technicians keep working with no signal: reports, photos, signatures and status changes are saved on the phone. When the connection returns they sync to the office in the order they were made, and any conflict is flagged for the technician to resolve.

Do technicians have to install an app?

No app store is involved. Meta Field runs in the browser, on the phone the technician already carries, with a layout built for small screens.

What happens if a signed report is changed?

Any edit after signing voids both signatures and sends the report back to draft, so a signed report always matches what the client agreed to.

Do we still need separate accounting software?

Meta Field keeps its own double-entry ledger. Labour cost is journaled when a job is completed, receivables and revenue post when an invoice is sent, and the P&L, balance sheet and trial balance are always up to date.

Can our clients see their work?

Yes. The client portal gives each client their own jobs, invoices and reports, and nothing else.

Who controls what each person can see?

Meta Field ships with nine built-in roles, from dispatcher and technician to accountant and client portal, and each role's permissions can be edited.

See how Meta Field fits your team.

Book a demo to explore the workflow, from scheduling and signed reports to invoicing and accounting.

Looking for something specific?

Our services:All services Custom software E-commerce Websites and branding Business systems Mobile applications AI and automation Technology consulting Meta Field Work

Meta Mind Lab is a software and digital studio based in Mauritius. We build custom software and web applications with Next.js, TypeScript and PostgreSQL, mobile apps for iOS and Android with React Native, and online stores on Shopify and WooCommerce, from the catalogue and payments to shipping and supplier data. For brands, we design websites and visual identities and support them with SEO and Google Ads. We connect business systems so information stops being copied by hand, and bring AI and automation into everyday work, with people in control. Need direction first? Technology consulting helps you choose the right platform. For field service teams, Meta Field handles scheduling, signed reports, invoicing and accounting. See how it comes together in our case studies and product imagery and motion.

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