C
Received call / email from client on job needed
Start Here
SC
Do we have all of the details needed?
Yes
Project created in ERP, sent to MetaField via API
SC
Is the job part of current project?
PM
Create Project in Project Setup
No
Yes
SC
Are all of the specifications included?
SC
PM
Add Scheduling project level specifications
No
Yes
Draft
SC
Save the WO as a Draft.
Call / reach out to Technicians for tentative work.
SC
Create a work order, assign technician(s), and add work item(s)
Submitted
SC
Submit the work order(s) to the field staff
SC
Did the technician accept the work?
Declined
FT
Technician declines the work and it is sent back to the scheduler
Cancelled
FT
Technician cancels the work
Accepted
FT
Technician receives and accepts Work Order
FT
Call back to dispatch to notify / inform of availability
Yes
No
SC
Have there been any changes?
FT
Communicate to dispatch add’l details/changes are needed
SC
Modify Work Order
No
Yes
FT
Technician opens form through My Assignments
Yes
FT
Are all of the specifications included?
PM
Add Field Project level Specifications
No
FT
PM
Communicate results to the PM
FT
Was there any non-compliant results?
Yes
No
FT
Is there a sample chain of custody involved?
Yes
Entered
FT
Technician completed activities and required inspection forms
Draft
FT
Save as a working draft
Logged
FT
Tech completes activities and required sample forms
WO Complete
FT
Complete activities and required sample forms
No
FT
Is a preliminary report needed?
FT
PM
Preliminary report emailed
No
Yes
FT
Are there any specimen pickup work items?
Picked Up
FT
Update specimen status to Picked Up
No
Yes
FT
Leave the site
FT
Field Staff performs the receiving process during check-in
Checked In
FT
Field Staff Checks in specimens to the lab
FT
Does your field staff break down and put away specimens in the lab?
Yes
NO
To Receive
LT
Lab technician receives specimens into the lab
LT
Is this a C/G/M sample?
No
Retained
LT
Log retained specimen for future testing
Tests to Assign
LM
Assign test type to specimen
Testable
LT
LT
Is a separate specimen needed for future testing?
Yes
Yes
Logged
LT
Log sample in MetaField
PM
Is the Project in MetaField?
C
Client drops off Sample
PM
Create Project in ERP
Yes
No
Alternative Start
No
LT
PM
LM
If needed, add specifications
To Test
LT
Conduct testing
LM
Are corrections needed?
PM
Verify billing data
PM
If needed, sign the report
LT
Results approved?
No
No
Yes
LT
Is the test completed?
To Review
LM
Review lab results
LT
Input Lab results
LT
Edit lab results
Yes
No
PM
LAB
LM
PM
Who sends out reports?
LM
PM
Report created and sent to Delivery
Yes
Done
PM
Analyzed
Review Lab / Field results
Complete
PM
Move to Complete status & finalize report
PM
Verify billing data
FT
LM
PM
Make updates to the form record
PM
Any Updates Needed?
PM
If needed, sign the report
PM
Deliver Report
Yes
No
Delivered
PM
C
Available in AgilePort
PM
Publish to AgilePort
PM
Send an email
C
Email received with link to log in
C
View & download report(s)
PM
If needed, sign the uploaded report
PM
Upload Documents
PM
Publish to AgilePort or select a different method
INVOICING
PM
Review Draft
PM
Create draft
PM
R
Add approved transactions
PM
Add any ad hoc work
PM
Configure invoice details
PM
Approve invoice
PM
Preview and send invoice
PM
Has a draft invoice been created?
Yes
PM
How are you invoicing your clients?
PM
Utilize your financial integration
PM
Export Data from MetaField in order to import
PM
Transactions appear in the invoicing tab
INTEGRATION
Understand how work is scheduled, assigned, and progressing across your firm.
- Track work order volume, status, and timing to spot scheduling gaps.
- See which technicians and project managers are assigned to active work to balance workloads and improve dispatch efficiency.
- Export clean scheduling data to support operational reporting and client updates.
Gain insight into field activity, outcomes, and technician performance.
- Review completed field work by project, date, technician, or location.
- Analyze form status to identify rework, failed inspections, or inconsistencies.
- Export boring log and other Activity data to support reviews and client reporting.
Track samples from collection through the Lab/LIMS and testing process.
- Monitor sample and specimen status to ensure lab work stays on track.
- Identify trends and delays between sampling, testing, and completion.
- Export sampling data to support QA/QC reviews, audits, and client reporting.
Summarize safety performance for internal and external use.
- Generate safety records for RFPs, insurance reviews, and compliance reporting.
- Identify gaps to support corrective action and targeted training.
- Maintain strong safety documentation to support better insurance rates and client confidence.
Track report creation, approval, and delivery across projects and teams.
- Monitor report status, sign-offs, and delivery timelines.
- Identify delays or bottlenecks in report review and approval workflows.
- Provide clear delivery data for clients and internal teams.
Get visibility into project costs, billing accuracy, and financial performance.
- Analyze field and lab costs by project, test type, or work item.
- Reconcile costs with MetaField or QuickBooks invoices to reduce billing errors.
- Export cost data for accounting, audits, and internal reviews.