01Field service and installations
System for field service and installation companies: request, dispatch, invoice
A service company makes money when technicians are fixing things, not when they are writing up reports and calling the office to ask what to do next.
02Sound familiar?
Do you recognize this?
Lost service requests
Requests come in by phone, email and SMS, and get lost along the way.
Jobs scheduled in spreadsheets, handed over by phone
The dispatcher plans field visits in a spreadsheet and then relays them to technicians over the phone.
Service reports written twice
The service report is filled out on paper first and someone in the office retypes it later.
Chasing down used materials at billing time
Finding out what material was actually used only happens when someone sits down to issue the invoice.
03From inquiry to invoice
How an order moves through your company
3 of 6 steps
handled by the system
- 1system
Request
A request from an email or web form is logged directly as a service order.
- 2person
Scheduling
The dispatcher assigns the job to a technician, and the system sends it straight to their phone.
- 3person
Field visit
The technician has the equipment details, repair history and materials right on their phone.
- 4system
Material
Used material is deducted from the main warehouse or the technician’s van stock.
- 5person
Service report
The technician logs the completed work into the service report right on site.
- 6system
Invoice
Labor and materials are ready for billing, and the customer receives the document.
04Modules that make sense
Building blocks for this industry
We assemble your system from the modules you actually need. No clutter.
- Service orders and dispatchThe dispatcher assigns the job and the system sends it to the technician.
- Mobile app for field techniciansGives the technician access to equipment details, repair history and materials.
- Warehouse and van stockUsed material is deducted from the warehouse or the service van.
- On-site service reportsThe technician records completed work right on site.
- Labor and material billingLabor and materials are ready for invoicing immediately.
05What it takes over most often
Work the system takes over here
06Frequently asked questions
Frequently asked questions
Does it work for technicians out in the field?
Yes, technicians work on their phones: they see assigned jobs, log labor and materials, and the service report is created directly on the service order.
We need to track customer equipment and scheduled inspections.
That is a standard part of our setup for service companies. Show us how you track it today, and we will design what the system can monitor automatically.
07Other industries
We also build systems for other businesses
Let’s start together
Tell us how your business works.
We will show you what a system that takes over part of that work could look like.
Book a consultation