T-06: Quote → job → invoice; the tech adds a part in the field

Name: T-06: Quote → job → invoice; the tech adds a part in the field
Creator: Hugo Barrio García

Task definition

T-06 · Quote → job → invoice; the tech adds a part in the field

Version 1.0.0 · Operator role: office

Pass criteria: The invoice carries the line items plus the added part

Prepare a fresh quote for ridgeline-customer-residential-01 at ridgeline-location-01 using the input records for ridgeline-job-service-03. Save ridgeline-item-repair-01 as a line item and record its quantity and amount.
Convert that quote into ridgeline-job-service-03 and assign ridgeline-person-priya. Reopen the job and compare the customer, location and quoted line item with the saved quote.
In ridgeline-person-priya's field session, open ridgeline-job-service-03 and add one ridgeline-item-part-01. Save, reopen the job and verify the added part, quantity and amount remain present.
Return to the office session and generate the invoice from ridgeline-job-service-03. Compare the original ridgeline-item-repair-01 and added ridgeline-item-part-01 lines with the saved job, recording any re-entry.
Reopen the invoice for ridgeline-customer-residential-01 and confirm both line items, their quantities and total match the job. Save its actual invoice reference for the payment and accounting-sync tasks.
Capture the quote, field addition and invoice for ridgeline-job-service-03 in one recording or linked recordings. Note missing or duplicated lines without changing the expected result.

Fixture used

Ridgeline Comfort Heating & Air · Version 1.0.0

ridgeline-customers · customers · 1.0.0
ridgeline-jobs · jobs · 1.0.0
ridgeline-locations · locations · 1.0.0
ridgeline-operation · operation · 1.0.0
ridgeline-people · people · 1.0.0
ridgeline-price-book · price-book · 1.0.0

Results by product

Pinned: Jobber · ServiceM8. All tasks are shown on desktop; narrow screens start with differences. These selected results are available without JavaScript.

Task results for the pinned products. Missing results mean insufficient evidence.
Task	Housecall Pro	Jobber	Kickserv	ServiceM8	ServiceTitan	Workiz
T-06 Quote to invoice	Housecall Pro Not tested UnverifiedT-06	Jobber Pass TestedT-06 2026-09-28	Kickserv Not tested UnverifiedT-06	ServiceM8 Pass TestedT-06 2026-09-30	ServiceTitan Not tested UnverifiedT-06	Workiz Not tested UnverifiedT-06

Price checked: Not verified
Last tested: 2026-09-30
Last edited: 2026-10-10

Housecall Pro

Not tested: Housecall Pro advertises a 14-day free trial, but its terms say the service is offered to users who reside in the US or Canada, and when we signed up on September 28, 2026 the onboarding form did not accept our Spanish phone number. Our lab is in Spain, so we have not run our tasks on it. What this page shows comes from public sources and is marked as documented, not tested.

Review: Housecall Pro

Jobber

pass · Grow

Quote #2 for Fixture residential customer 01 at 101 Fictional Example Lane with RIDGELINE-REPAIR-01 (qty 1, $20.00). More > Convert to Job created Job #4 'From Quote #2' with client, property and line intact; Priya Fixture assigned on the visit. Field session as Priya (own login, web app): with Jobber's 'Field crew' preset the technician sees the job and line names but no prices and no line-item editing (only 'Print or Save PDF'), so adding a part is impossible with that preset; after the owner switched Priya to 'Senior field crew' she could edit Product/Service and add RIDGELINE-PART-01 (qty 1, $1.00); reopened job shows both lines, subtotal $21.00. Office session: Invoice from job offered a job picker (Job #4 $21 uninvoiced, Job #3 $110), generated Invoice #2 'Invoice for Job #4' with both lines, quantities and $21.00 total; no re-entry, no duplicated lines. Invoice reference for T-10/T-13: Invoice #2 (id 173601081). Field part done in the web app, not the mobile app (mobile is covered on the phone day). Three linked recordings: office (quote to job, trimmed to remove operator screen), field (part added), invoice.

TestedT-062026-09-28

Execution exe-jobber-t-06-20260928-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

Review: Jobber

Kickserv

Not tested: Kickserv's terms of service do not allow use of the service for benchmarking or competitive purposes, so we do not publish hands-on test results for it. What this page shows comes from public sources and is marked as documented, not tested.

Review: Kickserv

ServiceM8

pass · Premium Plus

Technician Priya (fixture employee, security role Staff, default permissions) logged in on the web app in the built-in browser. Setup friction: the admin sets the staff password on Settings > Staff > Edit (operator typed it); first login from a new device asks for an emailed verification code, so the staff login email had to be a routed lab mailbox (changed from the fixture example.com address to a routed lab mailbox with operator approval). Priya found her job #7 (Fixture residential customer 04, booked Oct 1 10:00) through Search, opened Billing and added the catalogue part RIDGELINE-PART-01 'Fixture part 1, "example"' ($1.00) via the Item Code 'Search or Add New' field (typing in Item Name instead starts a new free-text item). Totals refreshed immediately (no reload). She then pressed Complete: job turned Completed with an invoice of $1.00 containing the field-added part; no office retyping. Notes: with default Staff permissions the technician can edit billing, complete the job and sees 'Send Invoice' (could email the invoice herself; not used). The item search also listed a duplicate 'Fixture part 1, "example"' entry pulled back from the shared QBO company after T-13 (lab confound). Result pass.

TestedT-062026-09-30

Execution exe-servicem8-t-06-20260930-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

Review: ServiceM8

ServiceTitan

Not tested: ServiceTitan has no self-serve trial. Its pricing page asks visitors to request pricing or book a demo with sales, and we do not open test accounts through sales calls. What this page shows comes from public sources and is marked as documented, not tested.

Review: ServiceTitan

Workiz

Not tested: Workiz advertises a 7-day free trial, but when we signed up on September 28, 2026 its onboarding asked for a phone number with a fixed +1 prefix, so we could not finish setup from our lab in Spain. The assistant on its website could not confirm availability outside the US and Canada and pointed us to a sales demo. We have not run our tasks on it. What this page shows comes from public sources and is marked as documented, not tested.

Review: Workiz