Field service

Work orders, dispatching visits, work reports, maintenance agreements and stock.

From work order to invoice
- Supervisor
- Administrator
Create a work order, schedule visits, record completed work and review the billing data.
Schedule visits
- Supervisor
- Administrator
Schedule visits, review warnings and compare proposals in the grid and on the map.
Your visits
- Employee
Check your visits on your phone, record work and parts, and create and send work reports.
Maintenance agreements
- Supervisor
- Administrator
Set up recurring maintenance, define what the agreement fee covers and how it is billed, and review expiring agreements.
Stock and parts
- Supervisor
- Administrator
Track parts, record their use on jobs and manage stock transfers, counts and replenishment.
Set up field service
- Administrator
Enable field service and set up work types, sites, equipment, items and permissions.
Field-service reports
- Supervisor
- Administrator
- Payroll
Track service-level performance, first-time fix rates, overdue maintenance and agreement margins.

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