In field service operations, things don’t always unfold exactly as planned. Once a job is completed, new information from the technician may reveal that the service performed differs from what was originally listed on the order. Shepherd’s Service Item to Bill function, which is managed at the PTM (Processing Time & Materials) stage, gives Service Managers the flexibility to make those adjustments easily and accurately.

The process begins by opening the relevant Service Order. Once the workflow status is set, the manager proceeds to the Process T&M page, where the necessary updates can be entered. Here, the Billing Item field allows a replacement for the original item to be selected, ensuring that the invoice reflects the correct service performed.

Supporting details such as rates and amounts remain consistent unless otherwise changed, keeping the billing process both transparent and controlled.

For this feature to work, the Service Item to Bill option must first be enabled during system setup. Once configured, the process ensures accurate, real-world billing that aligns perfectly with what the technician delivered, helping in reducing discrepancies, improving accountability, and maintaining clear records from service through to invoicing.