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.

Field Services

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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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See Something Say Something

See something say something is a company strategy to allow anyone in the company to document safety or quality issues that can negatively impact a

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Quote Builder

Giving customers quotes and estimates while onsite is a great way to win business and gather signoff for work to be completed. With this quote

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Purchase Order Receiver

The Purchasing Definition widget creates with lines so that it may be mapped to existing or future purchasing definition transactions. This widget allows for mobile

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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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Purchase Requisition 

Need to buy something or already purchased something with your company card? create a purchase request or purchasing voucher that can be approved, coded, and

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