Field Service · Services
The visit, done and signed before the van leaves.
The worksheet, on the phone, on site.
Everything the visit needs is on the intervention before Karim arrives: the address and the route, the contract and its last visit, the checklist for this kind of job, the parts booked for it. He works through the checklist, photographs what he replaced, adds a part he did not expect to need, and the client signs on the screen. The office sees it as he taps Done.
From the request to the invoice, in five steps.
A request comes in
From a ticket, a contract's schedule, a sale, or a call. It becomes an intervention on the client's record with the job type already set.
From the request to the invoice, in five steps.
From a ticket, a contract's schedule, a sale, or a call. It becomes an intervention on the client's record with the job type already set.
The day on a map, the week on a timeline.
Map
Today's interventions as pins, each technician's route as a line, the unplanned ones waiting at the side.
The day on a map, the week on a timeline.
Today's interventions as pins, each technician's route as a line, the unplanned ones waiting at the side.
What a visit needs.
The worksheet, the checklist and what the client signs are shaped to your trade.
Checklists by job type
A maintenance visit, an installation, a breakdown: each has its own checklist, and the technician sees the right one.
Contracts and their schedule
An annual contract creates its visits on schedule, at the contract's rates, and knows when it renews.
Parts on the van
Each van has its stock; a part used on site comes off it, a part missing gets reordered.
Photos on the record
Before and after, on the intervention, on the client's history, in the report.
The client signs on screen
A signature on the worksheet, timestamped, on the record and on the PDF that goes out with the invoice.
Time on site, logged
The timer runs from arrival to Done, and the hours are on the timesheet and on the invoice.
The visit is yours to shape. So is the worksheet.
What adapts: what an intervention is for (a unit, a site, a round), the checklist it carries, whether parts are involved at all, what the client signs, and what the invoice reads from it.
An HVAC maintenance contractor
An intervention is a visit to installed units under contract. It carries the unit's serial number and last reading, a checklist per unit type, the parts taken off the van, and the invoice reads time, parts and the call-out at the contract's rates.
A cleaning company
An intervention is a round across rooms with no parts at all. It carries the number of rooms and the room list, a checklist per room type, a photo per room, the site contact's signature, and the invoice is a flat rate per round from the contract.
What the visit feeds.
An intervention starts from a ticket, a contract or a project, and ends on an invoice and a stock movement. The worksheet is the document in the middle: signed by the client, attached to the project, read by the invoice, kept on the client's history for the next visit.
This is the dispatch desk.
Every intervention in flight: planned, on site, signed, invoiced. The three that still need a technician, the one that is running late, and the parts that will run out next week.
Your intervention, your fields.
A maintenance contractor needs the unit's serial number and the last reading. An installer needs the delivery reference and a site-access code. A cleaning company needs the number of rooms. Add the field to the intervention and it is on the phone, on the worksheet and in the report.
Questions about Field Service
Yes. On its own it plans, completes and invoices visits. Connect Inventory and the parts come off the van's stock; connect Project and the visit lands on the project's cost and documents.