Get started with ready-made widgets

Explore our ever-growing library of Sage Intacct workflow widgets that you can customize, use as-is or simply build your workflow from scratch. No-code required.

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Field Notes with GPS

Documenting field events and activity is a great way to create confirmations of safety protocols being followed. In the field note with the GPS widget,

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Existing Deficiency Form

The existing deficiencies form is designed to document the state of a location prior to work being done, or document that a previously reported QAQC

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Vendor Invoice

Vendor invoice offers push and pull integration through Intacct purchasing transaction document types. Vendor invoices can be keyed into Intacct with attachments and routed via

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Field Invoicing

Work orders from the field can allow your field technicians to invoice customers on-site. The field invoicing feature doubles as a field quote, but also

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Clock In/Clock Out Timesheet

Allow field and back-office staff to clock in and clock out from their phone, tablet, or desktop computer which then routes to managers for approval.

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Individual Timesheet

Create a custom individual timecard that can be part of a daily report, work ticket, or stand-alone timecard for individuals. These timecards can be submitted

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Crew Timesheet

Crew timesheets can be managed by operation managers. The crew timesheets can also be generated directly from the field for the crew on a job

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Job Safety Analysis-Spanish

Many field services companies have language challenges with Spanish-speaking labor. This JSA is modified with the addition of the Spanish translation to aid the field

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Job Safety Analysis

The job safety analysis widget is always an important piece to your safety process. Use the powerful form designer to create your JSA or modify

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Customer Portal

The subcontractor is a specialized portal type that offers advanced security and optimized experience for subcontracts. This helps subcontracts get qualified, update qualification forms, review

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