Top Level

Wireframe · Step 13 — Work Order Prepayments

Technician payment collection against the work order for cash, check, and card in phase 1.

← Back · Step 13 details
Pre-payments are now explicit in the mobile story.
9:41●●● 100%
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Prepayments WO-000046 · HVAC Maintenance
🎤
Take payment
Collect
History
Summary
Collect deposit before work starts
Apply the payment directly to the work order and keep the remaining balance visible.
Phase 1 Cash Check Card
Payment amount
$500.00
Payment method
Card Cash Check
Reference
Last 4 · 1288▾
Apply to
Work order prepayment balance
Payment snapshot
💳
Collected now
Card payment applied immediately
$500
🧾
Applied to work order
Visible on the prepayments tab and work-order summary
$500
⌁
Remaining deposit due
Still collectible later if needed
$0
Accept prepayment
Email receipt

Mobile adaptation — Work Order Prepayments

The storyboard makes this explicit: technicians need to be able to collect pre-payments in v1 even though invoicing stays in the back office. The payment flow therefore belongs directly on the work order so it stays close to the field execution path.

What this screen simplifies

Voice examples

🎤"Take a five hundred dollar card prepayment for this work order."
🎤"Record a check deposit and email the receipt to Adam Wilson."

Open question

We still need to confirm how much financial detail from the work order should be visible to the technician on mobile. This prepayment view assumes the technician can see the payment amount, payment status, and the amount still due, but deeper financial detail may need a tighter role boundary.