Field service
Dispatch the job, invoice the job.
Quote it, schedule it, dispatch it, do it on site and invoice it — on one order, with the site, the asset, the crew and the cost all on the same record.
Quote it, schedule it, dispatch it, do it on site and invoice it — on one order, with the site, the asset, the crew and the cost all on the same record.
Priced from service types, rate cards and inventory, and sent from the record.
Raised against a customer, a site and an asset, with the crew and the parts it needs.
Onto the board and into somebody’s day. Multi-day work shows on every day it spans.
The field app: checklists, parts, photos, the clock and a signed report — offline if there is no coverage.
Report checked, hours and parts verified, the client’s PO captured before it can close.
Built from the hours and parts actually logged, not the ones estimated.
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.
A board with timeline, calendar and list views, an unassigned tray, rosters built from templates, and live time and attendance.
Technicians with skills, charge-out rates, tickets, certifications, availability and leave — and what each is qualified to be sent to.
Customer sites with their equipment and their order history, mapped, and the maintenance schedules that raise the next job.
Everything below is in the product today.
One order carries the whole job, and nothing about it lives in a side note.
Who is going, when, and what happens when it changes.
A phone-first app the technician works in, not a cut-down web page.
Who you can send, and what happens when a ticket lapses.
The place, the thing in it, and what it is due for.
What it was quoted at, what it cost, and what the customer is billed.
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.
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