Pick the solution you run. The platform, with CRM included, comes with every plan.See plans and pricing →
BaseLeap Field Service

Dispatch the job, invoice the job.

Quote it, schedule it, dispatch it, do it on site and invoice it. The site, the assets, the crew, the parts bought for it and the cost all sit on the same order. Built for servicing, maintenance and repair businesses whose work happens on someone else’s site.

BaseLeap · Service order FS-3019 The BaseLeap CRM service orders screen, with overview statistics and order filters
How the work moves

A job, end to end.

01

Quote

Priced from service types, rate cards and inventory, and sent from the record.

02

Service order

Raised against a customer, a site and an asset, with the crew and the parts it needs.

03

Dispatch

Onto the board and into somebody’s day. Multi-day work shows on every day it spans.

04

On site

The field app: checklists, parts, photos, the clock and a signed report for each asset, offline if there is no coverage.

05

Pending QA

Report checked, hours and parts verified, the client’s PO captured before it can close.

06

Invoice

Built from the hours logged, the parts that arrived and the charges on the order, not the estimate.

What it covers

Built for crews who work on the tools.

From the workshop floor to a remote site, every job, part and hour lands on one record, and the invoice is built from it.

Work order management

Service orders by record type, each with its own layout, status flow and QA gate. Checklists, time, materials, quotes and invoices all live on the order.

Dispatch and rostering

A board with timeline, calendar and list views, an unassigned tray, rosters built from templates, and live time and attendance.

Resource management

Technicians with skills, charge-out rates, tickets, certifications, availability and leave, and what each is qualified to be sent to.

Sites and assets

Customer sites with their equipment and their order history, mapped, and the maintenance schedules that raise the next job.

In the product

In detail.

The main areas of BaseLeap Field Service. Open any of them for the detail, with a closer look at the screens.

Going deeper

The parts most job apps leave out.

Field service software usually stops at the job card. These carry on into the assets, the purchasing, the hours and the money: the places where work is lost or goes unbilled.

Several assets, one job

One client PO can cover a fleet. Each asset still gets its own paperwork.

  • A list of assets on one service order, and one invoice for the job
  • A service report for each asset, with its own hours reading
  • Next-service dates written back to each asset from its own report
  • Certificates such as AS 1851 and AS 5062 records, set up as templates
  • Repeating tables for readings and test results
  • The whole visit issued as one combined PDF

Buying parts for the job

The counter purchase is on the job before the van leaves the supplier.

  • Supplier purchase orders raised against the job, in the office or on site
  • Approval by value and service stream before a PO number is issued
  • Lines received, back-ordered or short-closed as goods arrive
  • The customer charged for what arrived, not what was ordered
  • Markup chosen when parts are pushed onto the job, never copied at cost
  • Anything not used checked into stock instead of billed

Time, attendance and timesheets

The day is what gets paid. The job clock is what gets billed.

  • Sign on and off the day from the phone
  • Clock on and off each job for the billable breakdown
  • Live presence: who is signed on right now
  • Weekly timesheets built from the day’s actuals
  • Approved by the manager of each service stream
  • Corrections after submission, with a reason and an audit trail

Charges and pricing

Every line the customer pays for has a home on the order.

  • Call-out fees set per service type and added automatically
  • Variations, extras and signed adjustments on the order
  • Quotes with labour, materials, equipment and charges broken out
  • Quoted on estimated hours, invoiced on actual hours
  • Charges locked once invoiced, so nothing bills twice
  • Currency and timezone set for your business

Control without paperwork

The checks that stop a job closing wrong, set up rather than remembered.

  • A QA stage between completed and closed
  • No completion or invoice without the client’s PO
  • Rules you configure, with the blocking field marked in red
  • Approval chains: “this manager, and either of those two”
  • Technicians restricted to their own work, with no pricing
  • Cases, incidents and investigations, with corrective actions
  • Every field change recorded in the history

Streams, teams and automation

Electrical, mechanical and fire can share a business without sharing a queue.

  • Service streams, each owning its own maintenance regimes
  • Stream managers who approve their own team’s time and purchases
  • Order types with their own layout, fields and status flow
  • Hire deliveries and collections on the same dispatch board
  • Workflows that email, notify, create tasks and update records
  • A field service dashboard from day one, plus reports on your own orders
Field app

The work happens in a van, not at a desk.

Your tradies get their day, the job, the equipment they're servicing, a clock and the full history, on the phone, on site. Time is logged against the job and lands in the office the same moment.

  • My Day, with multi-day jobs on every day they run
  • Clock on and off, with the log grouped by day
  • Service reports, checklists and parts against the asset
  • The order's full activity timeline, as the office sees it
  • Works offline and syncs when coverage returns
9:41
The BaseLeap field app on a phone, showing My Day with the technician's service orders for Friday

Ready when you are.

Create an account, or sign in and pick up where you left off.