Course Code: SVC-10
Goal: Ensure billing accuracy and timesheet compliance by validating technician labor, managing billing triggers, and generating professional, contract-linked invoices in CUBE.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for billing coordinators, service managers, and back-office teams)
Resources Provided:

• Billing Workflow Diagram
  
• Timesheet Validation Checklist
  
• Sample Invoice Output
  
• Billing Trigger Configuration Guide
  
• Contract & Proposal Linking Reference
  

Learning Objectives

By the end of this session, participants will be able to:

• Understand how billing is managed within the CUBE Service Module
  
• Configure and apply manual or automated billing triggers
  
• Validate technician time entries and flag discrepancies
  
• Generate, review, and send billing statements for completed work
  
• Link billable work to service contracts or standalone proposals
  
• Perform a full billing cycle simulation from time validation to invoice export
  

Session Agenda

10.1 Overview of Billing Options and Workflows in CUBE

• Flat-rate, time & material (T&M), and contract-based billing options
  
• Billing tied to:
  
• Completed work orders
  
• PM contracts
  
• Emergency service or quoted work
  
• Role-based billing flow (field > review > approval > billing > finance)
  

10.2 Manual and Automated Billing Triggers

• Manual billing triggers for ad-hoc or urgent service
  
• Automated triggers based on:
  
• Work order status (e.g., Completed)
  
• Approval workflows
  
• PM schedule intervals
  
• Configuring trigger rules by service type or customer class
  
• Previewing billing triggers before invoice creation
  

10.3 Validating Technician Timesheets

• Reviewing time entries submitted via mobile app
  
• Comparing technician hours to:
  
• Scheduled time
  
• Work order scope
  
• Actual service duration
  
• Identifying and correcting overages or missing entries
  
• Ensuring notes and approvals are complete for billing clearance
  

10.4 Creating, Reviewing, and Sending Billing Statements

• Selecting billable items by customer, site, or date range
  
• Previewing line items and total values
  
• Editing billing notes, rates, or invoice descriptions
  
• Exporting statements to PDF, CSV, or integrated accounting tools
  
• Sending via email with delivery confirmation tracking
  

10.5 Linking Billable Work to Contracts and Proposals

• Ensuring billing references the correct contract or estimate
  
• Auto-linking by service site and system type
  
• Assigning contract terms, escalation clauses, or retainage
  
• Tracking remaining value on open service contracts
  

10.6 Exercise – Validate Time and Generate an Invoice

Participants will:

• Open a sample completed work order with submitted timesheet
  
• Compare logged time with scheduled duration
  
• Approve or revise time entry
  
• Trigger billing manually for the work order
  
• Generate and export a billing statement
  

Post-Session Action Items

To reinforce the training, participants are encouraged to:

• Review recent work orders and validate time entries before billing
  
• Audit billing triggers to ensure accuracy by service type
  
• Standardize billing notes and invoice descriptions
  
• Link existing contracts to open work orders for seamless invoicing
  
• Submit a sample invoice for internal QA or approval

Note: When scheduling, make sure to include this session code: SVC-10.

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