How it works
One workflow from the office to the field and back again.
- 1
Work enters Hardhatly
Create the job manually or bring it in from a connected or imported work order source.
- 2
Review the requirements and price
Confirm the scope, due date, tasks, required photos, client price and worker compensation. Matching pricing templates can prefill the numbers.
- 3
Assign the work
Send the job to a worker or crew. The worker sees their offered pay before accepting.
- 4
Worker accepts
Acceptance stores the agreed compensation and places the work on the schedule.
- 5
Check in on site
Location is captured only when the worker checks in or checks out, according to company policy.
- 6
Complete the job
The worker sees tasks, training and Field Guides, captures the required photos, adds receipts and records notes.
- 7
Review and approve
The office sees progress, time and evidence, then approves the work or requests a revision.
- 8
Pay, invoice and close out
Approved work creates the worker payment record. Client billing can flow to FreshBooks when connected, along with the configured completion package or selected attachments.
- 9
Send results back where supported
Approved evidence can sync to the connected source system where its official API or integration supports writeback.
- 10
See the job result
Revenue, worker compensation, expenses and job margin roll into reporting for authorized office roles.