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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IT Requests

Phones, tablets, and computers keep your employees productive. When their devices break, use the portal to gather IT requests for service that can get them

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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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Work Order Timesheet

Time collection can be embedded as part of a work order for equipment, small projects, and service requests from the portal. Individual or crew time

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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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Safety Observation

Similar to the see something say something form, this form is isolated purely to safety observations. With this distinction, it shortens the form without having

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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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