A Spaid engineer analyzes which fields get skipped most and why, embeds documentation standards into the pre-job flow, and monitors completion quality daily — before invoices go out.
Incomplete work orders are rarely about laziness. They’re about a system that doesn’t make it easy to document in the field, on the truck, between jobs. The cost shows up as billing disputes, callback confusion, and audit failures — weeks after the job.
The most common source of billing disputes isn’t invoice errors — it’s documentation gaps. Customer says the tech didn’t do X. Tech says he did. Work order has no record. The dispute takes 45 minutes to resolve and often ends in a credit.
60–70% of billing disputes trace to documentation gapsTech goes back on a callback. Without clear job documentation from the first visit, they’re starting from scratch — can’t confirm what was done, can’t rule out what wasn’t. Callbacks that should take 30 minutes take 90 because nobody documented the first job.
40% longer resolution time on undocumented callbacksFor PE-backed operators or those with commercial accounts, incomplete work orders create audit exposure. Required fields missing, permit numbers unrecorded, warranty scope undocumented. Not a field problem — a system problem.
Average 15–20% work order completion rate on required fieldsTraining techs to fill out forms better rarely works. Building documentation requirements into the job flow before the truck leaves — and monitoring completion before invoicing — does.
Documentation gaps mapped in 30 days. Monitoring before the invoice goes out.
Pulls work order completion data across all job types, all techs, and all branches for 6–12 months. Maps which fields are most frequently skipped, which omissions correlate most strongly with disputes and callbacks, and which techs have the highest incomplete-documentation rate.
Codifies required documentation for each job type — what must be recorded, what constitutes complete scope, what warranty or permit information is required. Built from your actual job types and dispute history, embedded in pre-job and post-job checklists.
Surfaces documentation requirements for the specific job type via the existing FSM job card. Tech sees what needs to be captured before they arrive — parts used, diagnostic findings, scope confirmation, required fields. No new app, no new login.
Monitors work order completion rate daily by tech, job type, and branch. Flags incomplete records before the invoice cycle — gives a window to capture missing documentation while the tech can still remember the job. Tracks dispute rate by tech to surface systematic documentation patterns.
Our Full-Operation Audit (Days 1–30) maps every revenue leak — field and back of house. If we don't identify at least $200,000 in recoverable annual revenue, we refund Phase 1 in full. You keep all audit deliverables.
After kickoff, we ask for about 30 minutes a week of your ops leader's time.
We'll start with a recent export or sample call data from your FSM and call system, show you the biggest leaks, and scope the engagement. Full access happens only if you proceed to the audit.