Operations
Field service
Schedule your technicians, follow every job in the field and invoice as soon as the customer signs.
Who it’s forDispatchers and technicians at service companies.
What you do with Field service
- Create numbered work orders: customer, site, equipment, priority, technicians
- Schedule by drag and drop, with time off and appointments shown and each route optimized
- On the phone: departure (customer notified by email), arrival, report, photos, parts, signature
- Send the signed PDF report and bill a flat rate or time, travel and parts
- Manage maintenance contracts and customer equipment: visits are added to the schedule automatically
- Work offline: every action is sent once the connection is back
With the other apps
What Field service shares with its neighbors, with nothing typed twice.
- Customer service“Request an on-site visit” from a ticket, which then follows its progress
- InvoicingOne invoice per job, as a draft or issued, depending on your settings
- Inventory & warehouses (WMS)Parts fitted come out of the technician’s stock
- Customer portalCustomers find their visits, job notes and reports
Not to be confused with
Projects & tasks, Field service or Customer service?
Work spanning several tasks and weeks: Projects & tasks. A visit to the customer’s site: Field service. A request to handle: Customer service.
Fleet & equipment, Inventory or Field service?
Fleet tracks the assets assigned to your teams, Inventory what you sell or use up, and Field service the equipment installed at your customers’ sites.
In the same area
Which plans include it
- Discovery: your free app of choice
- À la carte: added to your other apps
- Essential: as an add-on
- Complete: included, with every other app
Try Field service for free.
With the Discovery plan, Field service can be your free app, for up to 3 users. The other apps stay one click away.
