Appearance
Words used in the app
| Word | Meaning |
|---|---|
| Collection | A batch of imported records. It can span several weeks. |
| Timesheet | One source work record and its linked details. |
| Category | The kind of work, such as Capital or Storm. |
| Code | A label for a labor, equipment or work item. |
| Span / production | Field work and its quantity, separate from labor hours. |
| Mapping | A link from a source value to the value used for billing. |
| Finding | Something a person needs to check. |
| Hold / blocker | A missing requirement that stops the next action. |
| Correction | A saved change with a reason and proof. The original stays. |
| Stale | Inputs changed; the old review or draft needs another check. |
| Candidate | A proposed invoice tied to the work it bills. |
| Reserve | Set aside a draft or a number. In ML, Reserve a draft does not assign an invoice number. |
| Finalize and issue | Commit the approved invoice after its final checks. |
| Invoice package | The invoice, support files and list of files. |
| Document profile | The template and rules used to make the files. |
| Version | One saved state of a record or file. |
| Evidence reference | Where to find the proof; not a file upload. |
| PO / WO | Purchase order / work order. |
| Circuit | The work area tracked for lump-sum progress. |
| District | The service area used to group the work. |
| UAT | Testing the app against your work process. |
| Provisional | Temporary or for testing; not final client approval. |
| Simulated return | A test return, not a real client signature. |
| Superseded | Replaced by a newer record. The old one stays in history. |
Work codes
C = Capital / Unit. ML = Lump Sum. T = Trouble. X = Major Storm.
This guide keeps GTS, HS, DT, M and RT as codes rather than guessing their full names. DT as a work category is not the same as double-time hours.